Quote Automation: Close Deals 3x Faster & Boost Sales

Transform RFPs into revenue with templatized quotes, automated approvals, and real-time margin analytics. Streamline your sales process from proposal to close, accelerating your deal velocity and boosting sales.

Invoicing Online Payments Quotes & Estimates Credit Notes Expenses Projects Chart of Accounts Bookkeeping Clients Reports & Analytics Email Setup Team Permissions More Features...

Quick, Automated Detailed Quotes from Recurring Templates: Rapid Proposal Generation

Auto-generate quotes from pre-built templates. Prefill rates and terms. Apply client-specific discounts, bulk pricing, or regional tax rules in seconds for rapid proposal generation and increased accuracy.

Auto-Convert Quotes to Contracts & Invoices: Streamline Sales Workflow

Turn approved quotes into binding contracts and invoices in one click. Auto-apply retainers, milestone billing, or subscription schedules. Track conversion rates in dashboards for sales optimization and a seamless workflow.

White-Label Quotes: Dynamic Branding & Conditional Logic for Professionalism

Design branded templates with conditional sections (customize T&Cs by client). Save variants for different departments or regions to maintain brand consistency and elevate your professional image.

Collaborative Quote Editing: Threaded Comments for Faster Approvals

Resolve client queries faster with in-quote comments and version comparisons. Lock finalized quotes to prevent changes and maintain audit trails for compliance and accelerated approvals.

Attach Spec Sheets, Files, or Compliance Certificates: Secure & Comprehensive

Embed ISO certifications, SLA documents, or BIM models directly in quotes. Control client access with password protection or expiration dates for secure sharing and comprehensive proposals.

Advanced Quote Analytics: Win Rates, Margin Trends & Sales KPIs for Strategic Growth

Optimize pricing strategies with drill-down insights:

Full audit trails with edit history and stakeholder comments for transparency
Export as PDF, CSV, or auto-send to client portals for easy sharing
Quote scoring & approval routing for optimized workflows

Shorten your sales cycle by 40% with AI-powered quotes. Join 10,000+ Enterprises!

Join 10,000+ enterprises closing $5M+ deals monthly on NewLedger. Book a demo to unlock enterprise pricing and revolutionize your sales process!

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