Définir des modèles de Devis

Writing Proposals and sending Quotes is easy with Zero BS CRM Quotes



Add a new quote, choose a contact, a quote template – check it over and hit send!


Send quotes to your contacts easily.
Start a quote directly from a contact record, or just hit ‘Add Quote’ from the top menu.


Create professional proposal templates.
Making it an easy job to write quotations, automatically populating the template from your contact’s details.


Send the quote to your contact via email, and allow them to accept online.


Quote templates save you countless hours.

Do you offer a service which is the same (or similar) for each contact? Save writing a new quote each time or copying in and out of Word. Make a proposal template once and then use the template in future quotes.

Quote Templates for Proposals in ZBS CRM

Simple Quote System

Zero BS CRM makes logging each quote super simple. Give your quote a title, add a value, and (optionally) use the quote template system to make quotes a breeze.

Quotes made easy.

Adding a new quote is super simple. Enter your key information and then choose which template to use (or write from scratch).

 Log Quotes sent out
 Save Quote Files against record
Add a New Quote or Proposal
Proposal Templates

Use built-in templates

Templates make creating new quotes easy. Using placeholders, you can draft a template and then populate it with your contact’s data during the quote creation process.

Using templates saves countless hours compared to writing quotes from scratch for each contact (and it assures you make less mistakes, such as remembering to change the name in all the correct places).

 HTML Proposal Templates
 Add, Edit or Remove Templates

Get Quotes Accepted Online

Send your quote/proposal to your contact with one click. They can even accept online (and you’ll get a nice ‘Quote Accepted’ email notification when they do!.

 Send Quotes via Email
 Clients can Accept Online
 Quote Acceptance Notifications
Send a Quote via Email from ZBS CRM