Quotes & Proposals
Updated March 15, 2026 1 views
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Professional Sales Quotations
KeenCRM's quoting system lets you create polished, professional proposals in minutes.
Creating a Quote
- Go to Quotes → New Quote (or create from a Contact/Deal)
- Select a contact and add line items from your product catalog
- Set quantities, discounts, and tax rates
- Add terms, notes, and validity period
- Preview the PDF and send via a public shareable link
Quote Templates
Customize the look of your quotes with templates that include your company logo, colors, footer text, and legal terms. Go to Settings → Quote Templates.
Quote Lifecycle
- Draft — Being prepared
- Sent — Shared with the customer
- Accepted — Customer approved
- Declined — Customer rejected
- Expired — Past the validity date
Converting Quotes
An accepted quote can be converted to a Contract, Invoice, or Order with one click — all data carries over automatically.
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