Estimates and quotes
Build estimates and quotes from client, product, service, and pricing context.
Sales Workflow
Quotes, proposals, deposits, and acceptance
Move new work from pricing conversation to accepted proposal and paid deposit without splitting context across tools.
- 01
- Create estimates and proposals from catalog items.
- 02
- Support deposits and payment plans when the deal is accepted.
- 03
- Keep sales activity attached to client, request, and project history.
quote and proposal software
What is quote and proposal software?
Quote and proposal software helps a business define scope, price work, collect approval, and begin billing. Workspace369 connects estimates, proposals, products, services, deposits, payment plans, invoices, clients, requests, projects, and reporting in one sales-to-delivery workflow.
Product reference
Reviewed July 17, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the billing workflow documentationWhat it covers
From pricing conversation to paid deposit.
Quoting in Workspace369 connects estimates, proposals, deposits, and payment plans to the client and project record behind them.
Catalog-based pricing
Create proposals from reusable product, service, and package records instead of rebuilding each offer.
Deposits and payment plans
Support deposits and payment plans when the deal is accepted.
Sales-to-delivery handoff
Carry approved scope into projects, invoices, payments, and client history.
Connected sales activity
Keep sales activity attached to client, request, and project history.
Built into the operating flow
Move from first signal to completed work with context intact.
Sales workflows connect to clients, requests, products, invoices, payment plans, and reporting.
- 01
Start with the right record
Create estimates and proposals from catalog items.
- 02
Move the work forward
Support deposits and payment plans when the deal is accepted.
- 03
Keep the result visible
Keep sales activity attached to client, request, and project history.
Inside Workspace369
See how the feature fits into day-to-day work.
Follow the record through the views teams use to act, review progress, and keep the next step clear.Product view 01
Create estimates and proposals from catalog items.
Move new work from pricing conversation to accepted proposal and paid deposit without splitting context across tools.
1TriggerClient activityAutomated
2ConditionMatch the right recordChecked
3ActionContinue the workflowNext
Product view 02
Support deposits and payment plans when the deal is accepted.
Sales workflows connect to clients, requests, products, invoices, payment plans, and reporting.
Product view 03
Keep sales activity attached to client, request, and project history.
Keep the sales-to-delivery handoff clear.
1Record updatedContext stays attached to the work.Now
2Team follow-upContext stays attached to the work.3m
3Client notifiedContext stays attached to the work.4m
Examples
Sales workflows teams repeat.
These examples show how quotes and proposals move through connected client work. They are product workflows, not promised business outcomes.
Quote to Paid Deposit
- 1Create an estimate from catalog items
- 2Attach the client and request context
- 3Review scope and pricing together
- 4Send the proposal for client approval
- 5Collect the deposit on acceptance
Accepted Proposal Handoff
- 1Client accepts the proposal
- 2Configure the deposit or payment plan
- 3Hand the accepted work to delivery
- 4Generate the connected invoice
- 5Review the deal in reporting
Common operating scenarios
Keep the sales handoff connected after the client says yes.
These examples describe how the feature fits into connected client work. They are product workflows, not promised business outcomes.
Price work from a reusable catalog
Build an estimate or proposal with consistent product, service, package, pricing, and client details instead of recreating the offer for every document.
Collect approval and a deposit
Move an accepted proposal into a deposit or payment-plan flow where configured while preserving the original scope and customer history.
Hand accepted work to delivery
Keep the approved client, request, scope, project, invoice, payment, files, and reporting context connected as responsibility moves from sales to operations.
Where it connects
One record can carry the work forward.
Sales workflows connect to clients, requests, products, invoices, payment plans, and reporting.
Common questions
Sales Workflow questions
Can Workspace369 create both quotes and proposals?
Yes. Workspace369 supports estimates, quotes, and proposals built from client, product, service, pricing, and workspace context.
Can an accepted proposal create a deposit or payment plan?
Workspace369 can connect accepted work to deposits, payment plans, invoices, and payment activity where the relevant workflow is enabled.
Does proposal activity stay connected to CRM and projects?
Yes. Proposal and estimate history can remain connected to clients, requests, products, projects, invoices, payments, files, and reporting.
Work from one connected system
Bring this workflow into the rest of Workspace369.
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