Build, Send, and Track Quotations in Minutes Quotes
A templated quotation composer with module-level pricing, role-based discount approvals, public share links, and full status tracking.
Live in days, not quarters.
Configure
Set up Quotes with your workflows, pipeline stages, and user roles in minutes.
Integrate
Connect other TrustEdge modules and third-party tools — email, WhatsApp, and your ERP.
Go live
Start selling with full training, data import support, and ongoing assistance from our team.
Everything Quotes puts in your reps' hands.
Templated Quotation Composer
Streamline your sales workflow with built-in templated quotation composer — purpose-built for B2B teams.
Module & Product-level Pricing
Streamline your sales workflow with built-in module & product-level pricing — purpose-built for B2B teams.
Role-based Discount Approval Ceilings
Streamline your sales workflow with built-in role-based discount approval ceilings — purpose-built for B2B teams.
Public Share Links
Streamline your sales workflow with built-in public share links — purpose-built for B2B teams.
Quote Status & Version Tracking
Streamline your sales workflow with built-in quote status & version tracking — purpose-built for B2B teams.
PDF Generation & Print
Streamline your sales workflow with built-in pdf generation & print — purpose-built for B2B teams.
Every stage of the deal, covered.
Quotation Management feeds straight into your pipeline — no exports, no re-keying.
“TrustEdge gave us a pipeline we can actually trust. Lead reassignment alone recovered deals we used to lose to silence, and quoting went from hours to minutes.”
Plays nicely with every other module.
Quotation Management shares one data layer with the rest of TrustEdge — no connectors required.
Questions, answered.
TrustEdge's Quotation Management is built for modern B2B sales teams with multi-tenant project isolation, role-based access, and a fully integrated CRM — so leads, quotes, communication, and reporting all live in one place.
Most teams are live within 1-2 weeks depending on team size. TrustEdge's team handles data import, pipeline configuration, user training, and go-live support.
Yes. TrustEdge connects to Gmail and Outlook, WhatsApp, your ERP, and 5,000+ apps via Zapier webhooks — plus inbound lead webhooks from Meta and your website forms.
Yes, comprehensive onboarding and remote training are included for all sales reps and managers. TrustEdge also provides ongoing support after go-live.
Related modules.
Ready to put Quotes to work?
Book a free demo and see how Quotation Management transforms your sales operations.