SENDING A QUOTE COULDN'T BE EASIER

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

CHOOSE CONTACT

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

USE TEMPLATES

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

SEND QUOTE

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

GET MORE THAN JUST QUOTES!:

Our Entrepreneur's bundle has all our extensions. Connect popular payment portals (Stripe, PayPal, WooCommerce), see Sales History in Sales Dashboard plus much more.

Note: This pricing is pre v3.0 launch.
v3.0 Launches next month and after that these prices will go up.

Freelancer

$129 $259

per year

  • Access to 4 Extensions
    (Inv Pro, Gravity Forms, PayPal Sync, Woo Sync)
  • Basic Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates

Best Seller

Entrepreneur

$199 $499

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates
Reseller

$649 $1,299

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • 10 Site License & Rebranding Platform
  • Access to Slack Community
  • 12 Months Support & Updates

Limited Offer Pricing

Lock in your price - Purchase a bundle at this reduced price, and we'll never put your yearly renewal up.

*Prices listed are in USD. All licenses are auto-renewed after one calendar year for continued software updates and support access. All purchases are subject to our terms and condition of use.

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