Quotecraft
Quotecraft streamlines quoting and invoicing by seamlessly integrating with Salesforce CRM. It automates the creation of quotes, transforms them into invoices, and tracks payments effortlessly.
Quotecraft – Automate Your Quoting and Invoicing with Salesforce
Quotecraft makes quoting and invoicing easier by integrating directly with Salesforce CRM. It helps businesses generate professional quotes, convert them into invoices, and track payments—all automatically. Save time, reduce mistakes, and improve your sales process.
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Years of experience
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Delighted clients
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Salesforce experts
Why Choose Quotecraft?
Generate accurate quotes with just a few clicks using customer data from Salesforce.
Turn accepted quotes into invoices instantly and track their status.
Everything you need is in one place—no more switching between tools. Quotecraft works directly with Salesforce.
Use customizable templates that fit your branding and present a polished look to clients.
Keep everything up-to-date automatically so you always have the latest information.
Key Features
Automated Quotation Creation
With Quotecraft, you can generate quotes quickly using data from Salesforce CRM. No need for manual entry—just input the customer details, and let the system create a professional quote.
Benefit: Saves time and reduces errors.
Easy Invoice Generation
Once a customer approves a quote, you can convert it into an invoice with a single click. Track payments and due dates directly within Salesforce.
Benefit: Speed up your billing process and stay organized
Salesforce Integration
With Quotecraft, you can generate quotes quickly using data from Salesforce CRM. No need for manual entry—just input the customer details, and let the system create a professional quote.
Benefit: Saves time and reduces errors.
Customizable Templates
Once a customer approves a quote, you can convert it into an invoice with a single click. Track payments and due dates directly within Salesforce.
Benefit: Speed up your billing process and stay organized
Real-Time Updates and Tracking
With Quotecraft, you can generate quotes quickly using data from Salesforce CRM. No need for manual entry—just input the customer details, and let the system create a professional quote.
Benefit: Saves time and reduces errors.
How Quotecraft Works
Create a Quote
Start by entering customer details. Quotecraft will pull the necessary information from Salesforce to generate a quote.
Generate & Customize
Choose a template and customize it to fit your business needs. Add or remove information as required.
Convert to Invoice
Once the quote is approved, convert it into an invoice with one click.
Track and Analyze
Monitor the status of your invoices and track payments easily, all within Salesforce.
Why Quotecraft Works for You
Quotecraft is perfect for businesses that need a reliable, automated way to create quotes, convert them into invoices, and track payments. Whether you're a small business or a large enterprise, Quotecraft helps you close deals faster and keep your finances organized.
Start Using Quotecraft Today
Ready to improve your quoting and invoicing processes? Start a free trial or schedule a demo to see how Quotecraft can streamline your workflow.
