Quote Automation: Close Deals 3x Faster

Transform RFPs into revenue with templatized quotes, automated approvals, and real-time margin analytics.

Invoice Quote Credit Note Expense Tracking Project Tracking Chart of Accounts Bookkeeping Client Management Powerful Reports SMTP Support Staff Role and more...

Quick, Automated Detailed Quotes from Recurring Templates

Auto-generate quotes from Recurring Templates. Prefill rates and terms. Apply client-specific discounts, bulk pricing, or regional tax rules in seconds.

Auto-Convert Quotes to Contracts & Invoices

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

White-Label Quotes: Dynamic Branding & Conditional Logic

Design branded templates with conditional sections (customize T&Cs by client). Save variants for departments/regions.

Collaborative Quote Editing: Threaded Comments

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

Attach Spec Sheets, Files, or Compliance Certificates

Embed ISO certifications, SLA documents, or BIM models directly in quotes. Control client access with password protection or expiration dates.

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

Optimize pricing strategies with drill-down insights:

Audit trails with edit history and stakeholder comments
Export as PDF, CSV, or auto-send to client portals
Quote scoring & approval routing

Shorten your sales cycle by 40% with AI quotes

Join 10,000+ enterprises closing $5M+ deals monthly on NewLedger. Book a demo to unlock enterprise pricing.

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