CRM . SALES FEATURE

Quoting & Proposals: Simple CRM Quoting for Small Businesses

What it is: Create professional quotes and proposals directly from your CRM, using the products, services and financial information already connected to your deals.

Build quotes from your products and services, apply discounts and instantly see profit margins. Then share them by PDF or webpage and track when prospects view them, so you know when it’s a good time to follow up.
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CRM Features › Sales Features › Quoting & Proposals

What you can do

Build quotes around what you sell

Create your products and services once, then quickly add them to deals and proposals with pricing, discounts and margins calculated in one place.

Share professional proposals

Turn your deal into a proposal that can be shared with your prospect as a PDF or through a webpage, without creating documents somewhere else.

Know when prospects are interested

Send proposals through popcorn and see when a prospect opens and views them, giving you another engagement signal to help time your follow-up.

How it works ​

1

Build your deal – Add products and services, adjust pricing or discounts and see your potential profit margin, then add it to your pipeline.

2

Create and share – Turn the deal into a professional proposal and send it as a PDF or shareable webpage.

3

Track and follow up – See when your prospect views the proposal and keep that activity connected to the opportunity.

“popcorn is really intuitive and I can see exactly what’s going on in the customer journey… it makes me able to make really good business decisions!”

Joe Trodden, Mindset Experts

Works Alongside​:

See how these features connect.

Deals & Opportunities
Contact Management
Sales Dashboard

Common Quesions

Simple answers to common questions about CRM quoting software, from creating professional quotations to managing products, pricing and tracking prospect engagement.
CRM quoting software lets you create and manage sales quotes using the customer, deal, product and pricing information already held within your CRM.

Yes. popcorn lets you build deals using your products and services and turn that information into a proposal that can be shared with your prospect.

  1.  
Yes. popcorn lets you see the financial information behind the deal, including pricing, discounts and profit margins, helping you understand what the sale is actually worth.
Yes. Quotes and proposals can be shared as a PDF or through a webpage, giving you flexibility in how you present them to prospects.

When a proposal is sent through popcorn, you can track when the prospect opens and views it, giving you useful engagement information for your follow-up.

Build your sales process around the way you actually sell

Book a demo and see how quickly you can find anything about a contact.
Most CRMs bury contact info behind three clicks and a new page load. Popcorn doesn’t. In a personalised demo, we’ll show you the contact popup in action – one click, from anywhere, and everything about that person is right there. Book your demo and see it working on your own contacts, not a generic example.

Or if you’d rather explore first:

See How It Works