Quotes & Documents
Create sales quotes with a drag and drop builder, generate PDFs, track opens and collect online acceptance. AI-powered quote generation.
ITE Workflow365 Quotes is a system for creating and managing sales proposals that replaces PandaDoc, DocuSign, and Proposify. The visual drag and drop template builder lets you design professional quotes with full control over the layout — from the header with your logo, through line items with pricing, down to the footer with terms and conditions. JSON/HTML templates support A4 and Letter page sizes with custom branding (colors, fonts, logo), and PDF generation happens automatically with pixel-perfect quality.
Open tracking is the feature that changes the game in sales — you know exactly who opened your quote, when, how many times, and how long they spent viewing each section. Combined with quote scoring that evaluates acceptance probability based on behavioral patterns, you know precisely when to reach out with a follow-up. Online acceptance lets the client approve the quote directly in their browser with one click — no printing, scanning, or mailing signed documents back and forth.
Artificial intelligence generates quote content based on deal data and customer history, accelerating the proposal creation process significantly. Line items with prices, quantities, discounts, and taxes calculate automatically, while quote versioning lets you iterate without losing previous proposals. Attachments, email notifications, and pipeline CRM integration make ITE Workflow365 Quotes a complete document workflow from creation through to signature.
Key capabilities
Drag & Drop Template Builder
Visual template editor with draggable elements. JSON/HTML templates give you full control over layout, styling, and content.
PDF Generation
Automatic generation of professional PDF documents with your branding — company logo, brand colors, and chosen font.
Open Tracking
Know who opened your quote, when they did it, how many times, and how long they viewed it. Time your follow-ups perfectly.
Online Acceptance
Clients accept the quote directly in their browser with one click. No printing, scanning, or mailing signed documents.
AI Quote Generation
Artificial intelligence creates quote content based on deal data, products, and the customer's history in the CRM.
Line Items with Pricing
Add products and services with prices, quantities, discounts, and taxes. Automatic calculations for total quote value.
Quote Versioning
Create new versions without losing previous ones. Compare changes and revert to older versions at any time.
Quote Scoring
Algorithm evaluates acceptance probability based on open tracking data, customer history, and historical win patterns.
Use cases
Custom Service Proposals
Build personalized quotes with the drag and drop builder, generate PDFs, and track whether the client has reviewed them.
B2B Sales Team
Generate quotes at scale from templates, automate pricing calculations, and collect online acceptance from decision-makers.
Freelancer & Consultant
Professional quotes with logo and branding, one-click acceptance, and real-time notifications when a prospect opens your proposal.