Greytrix Announces Quote Management for Creatio — Now Available on the Creatio Marketplace

2026-08-06 10:49:48 Technology

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Built for sales teams that manage proposals as a defined step in the sales process, Quote Management for Creatio is a native add-on that introduces a dedicated Quote entity directly connected to Opportunities and Orders within Creatio. It eliminates the need for external documents, disconnected tools, and manual data re-entry, enabling a more efficient transition from quote to order within the CRM.

Quote Management for Creatio extends the existing sales workflow in Creatio by adding a structured quote management layer within the platform. Developed by Greytrix, the solution helps organizations create, manage, and track quotes while maintaining data consistency throughout the sales cycle. The product is now available on the Creatio Marketplace.

A Native Quoting Layer for the Full Sales Cycle

Quote Management for Creatio enables sales teams to create, manage, approve, and convert quotes within Creatio CRM. It introduces a structured quoting process that keeps quote information connected to Opportunities and Orders, reducing manual effort and improving process visibility throughout the sales cycle.

Key Capabilities:
Create quotes directly from Opportunity records.
Add and manage product line items within quotes.
Clone existing quotes for repeat or similar opportunities.
Export quotes to DOCX or PDF with a single click.
Support quote approval and rejection through an approval workflow.
Convert approved quotes to Orders in one click, carrying forward products, pricing, and quote details.
Track quote status through a dedicated Home Page dashboard.
Manage multiple quotes for a single Opportunity.

Who It's Built For
Quote Management for Creatio suits across organizations that manage structured quoting processes across sales-driven environments. Ideal for IT services, consulting, professional services, manufacturing, and product-based businesses — where proposals are a regular part of the sales cycle. As deal volume grows, it keeps quoting organised and visible without adding complexity to the existing Creatio setup.
Quote Management for Creatio is available for a demo. Creatio users can explore how it extends their existing sales workflow with a complete, native quoting capability.