Crm quotations writing

This page contains in-depth information on everything about making quotations for crm companies. Here you will find useful information and articles designed to make you even more skilled at writing proposals and winning the contract. We help you to make even better offers in a smart way and win more contracts.

A CRM company needs to create business proposals and quotations for their sales process in order to win new customers and contracts. By providing potential clients with a detailed plan of how the CRM company can help them improve their business, the CRM company can set itself apart from the competition and demonstrate its expertise. The proposal should include a clear explanation of the services the CRM company offers, as well as the benefits of working with the CRM company. It should also outline the costs of the services and how the CRM company will help the client save money in the long run.

With the information & links below you can get the most out of your crm proposals and make quotations like a pro.

A CRM company faces the challenge of creating business proposals that accurately reflect the company's strengths and abilities. The proposal must also be able to address the specific needs of the customer. In addition, the CRM company must be able to win the trust of the customer and build a good rapport.

What is a crm proposal

Quotations are proposals with an offer for the provision of crm products or services. quotations are made for companies, government agencies as well as for individuals (consumers).

The advantages of a quotation

There are crm organizations that doubt the value of releasing quotations. However, in many cases, proposals play an important role in the sales process. A quotation is a powerful sales tool. Many sales or transactions are based on quotations. It may not always be experienced that way, but creating a crm quotation has many advantages.

Sales process

The sales process is an important part of the business of a crm company. It is a carefully curated framework of activities designed to drive sales and achieve goals. These activities begin with research, followed by initial contact. The process ends with the completion of the transaction and after-sales service.


We communicate with customers and prospects on a daily basis. In the sales process, there is often deliberate communication. The sales process is the full path a prospect takes to complete a task or order. Communication plays an important role at every stage of the process. From proposal requests and customer interviews to after-sales communication.

How to create crm proposals

Legal aspects

The law does not have offers and offer agreements, but “bids” and “acceptance”. Legally, there is only an offer if this offer contains core conditions. Core clauses are the basic elements on which an agreement is based. This includes information about how and within what period the (potential) customer, offeror provider company details, quotation, price, supply agreement or quotation has been signed.

Creating and writing a quotation

Despite the many advantages mentioned, writing a crm proposal is sometimes underestimated. A good quotation is more than just a proposal text. The offer must also comply with legal requirements and it is advisable to maintain a certain structure.

Quotation design

Appearance also works in quotations. In fact, the appreciation and positive impact of beautifully designed offers has increased enormously in recent years, partly driven by a focus on customer experience. With the advent of a proposal tool, a new era of quotation design has arrived. In a short period of time, the offer connects with the corporate identity, including colors and fonts. Layouts and layouts attract and attract the attention of prospects and customers.

Sending and presenting

When a quotation is ready, it can be presented to (potential) customers in various ways. For example, by email or simply by post. Proposals can also be presented online and offline. However, more and more companies are opting for online proposals and some organizations even offer quotations via whatsapp.

Winning and sometimes losing

If the bid is approved, that is a reason for congratulations, but certainly not a reason to think that the biggest job is done. On the contrary After all, an offer is the beginning of a hopeful sustainable cooperation. So more is needed than execution and invoicing. No matter how long and intense the proposal process is, winning a quotation is still the beginning of the sales process. For example, in the first phase after approval of the quotation, the customer mainly needs confirmation. Make sure they made the right choice. That is why communication plays a crucial role in this phase.

Quotation examples and templates

Not everyone who makes regular proposals has all the skills to create a good quotation quickly and quickly. In some cases, proposal templates or templates provide the solution. This also applies to sample letters. Lack of time and inspiration is often the reason to get started with a a proposal tool. A quotation is created once as a template and used as a starting point later. Different templates can also be used and modified when sacrificing in Word.


This is really the era of automation and digitization. This is how growth is inspired and achieved. Customers and prospects expect suppliers to accept this. This also applies to quotations. In the past, customers and prospects were satisfied with a quotation or a mail offer. That time seems to be over. Customers choose speed, they choose quotations which all shows that they are understood and easy to share when working remotely. People want to be able to make their own interactive choices and of course sign digitally.

Crm proposal example

This CRM proposal example helps sales managers who want to present their company's services and products in a powerful way. Of course, you can also use this template if you want to sell other types of software or services. Make sure that you include information about the individual product, its features and benefits, as well as about your sales process. This will help your customer make a well-informed decision. Use this proposal example to quickly and easily create a modern proposal that will convince your customer. The powerful software supports you during the process and makes the signing process easier because it is done digitally and directly in your proposal.

Discover the crm example quotations and use the template as a starting point to take your proposals to the next level. The examples show the versatility of a proposal tool and are available in Offorte.

View an example crm quotation

Crm example quotation made with a proposal tool

Proposal software for crm

As a sales representative, you already know how to close deals and win new customers. But you need the right tools to get it done. With our proposal software, you can create, manage and distribute your proposals easily. Start your 14-day free trial today.

A crm quotation is made quickly with a proposal tool. This allows sales departments to draw up their proposals in a standardized manner based on best practices and adjust them where necessary. Smart automation features save time, gain more insights and the crm customer will choose faster for your company.

Discover what proposal software can do for your crm company.


AI-crafted proposals for optimal CRM results.

Integrated into your existing workflow, our solution increases both efficiency and cost-effectiveness, eliminating tedious manual tasks and extended revisions. Leverage our AI-driven proposal tool to create customized, results-driven proposals that showcase your expertise and the unique value you provide as a CRM company.

AI Proposal software for crm

About crm

CRM stands for Customer Relationship Management, or the way in which an organization manages the relationship and interaction with (potential) customers. A CRM system is a tool for many companies to stay in touch with their customers, streamline processes and generate more profits. When someone talks about CRM, it's usually about a CRM system. Such a system is used for contact management, sales management, productivity purposes, and so on. The goal of a CRM system is very simple: to improve business relationships. In a CRM program, you capture customer contact information, such as email addresses, phone numbers, websites and social media profiles. You can also have other information automatically retrieved, such as the latest news about a company's activities. Furthermore, the program can store specific details, such as which communication method customers prefer. This is all conveniently stored in the CRM system, so you have a complete view of both people and companies. This way you get a better insight into how relationships develop over time. CRM software takes your customer relationship management to the next level. You have a 360-degree view of each customer by documenting each interaction with the company. In this way, employees are well informed as soon as they have direct contact with a customer. CRM provides opportunities for a company to strengthen its relationship with customers, service users, colleagues, partners and suppliers. Building good relationships and keeping track of prospects/existing customers is crucial to recruit and bind customers, which are CRM's main goals. Everything is in one central place, namely a clear dashboard that you can set up to your liking. There you can see the history of the customer at your company, the status of orders, any outstanding customer service issues and much more. According to a forecast by Gartner, CRM technology will be ranked number one in the corporate software ranking by 2021. If you want to build a company that can stand the test of time, you need a strategy for the future. CRM definitely belongs in such a strategy.


Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
Discover the proposal software features

Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
Read all about making proposals


Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
Check all the benefits

Ready to get started?

Try Offorte for free during the 14 day trial

Click here to start