| Plan | Availability |
|---|---|
| Free Forever | |
| Software Only | |
| Growth Engine | |
| RevOps Partner |
Reduces back-and-forth by capturing scope, quantity, and requirements upfront
Creates a clear handoff between discovery and the proposal stage
Useful for teams with configurable pricing or consultative sales motions
Buyers usually do not evaluate quote requests in isolation. They want to know whether it improves execution, reporting, handoffs, and accountability inside the broader CRM workflow. That is why this capability matters most when it is connected to records, ownership, activity history, and manager review rather than living in a separate point tool.
The real decision is often less about whether a box is checked and more about how much depth the team needs. Lower tiers may be enough when the workflow is simple or the volume is small. Higher tiers become more valuable when teams need governance, faster response expectations, specialist execution, or a repeatable operating cadence around the process.
If this capability is important to your rollout, compare it in the context of the whole plan. That includes related workflows, support level, reporting expectations, and whether your team will manage the motion itself or rely on managed RevOps help to keep it consistent.
WhatsApp & SMS
Mobile messaging workflows that help teams engage leads and customers on the channels where they already respond.
Campaigns
Broadcast and multi-channel campaign tools that let teams run coordinated outreach to lists, segments, or full contact bases.
Sequences
Automated multi-step outreach workflows that send timed messages across email, SMS, and other channels until a prospect responds.
Scheduling & Booking
Meeting scheduling and booking pages that shorten the path from interest to conversation.
Products catalog
A structured product and service catalog inside the CRM so reps can find, price, and attach items to quotes and deals without switching tools.
Quotes / Proposals
Professional quote and proposal generation that lets reps go from discovery to a send-ready document inside the CRM.