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Billing & Quotes · included in every plan

Send professional quotes in seconds.

Build quotes from your product catalog and send them as branded PDFs. Maintain a product and service library with pricing, taxes, and discounts.

Updated September 2026 · From $10/user/month

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Quotes & Proposals in Vedain CRM
IncludedIn every plan — no add-on pricing, no feature gates
01Pick from the catalog — Line items with pricing, quantities, discounts and taxes — in your
02Send the branded PDF — Statuses track sent, accepted and declined on the deal record.
03Convert to invoice — One click carries everything into a payable invoice.
From conversation to quote in minutes

Send professional quotes in seconds.

Build quotes from your product catalog with per-line pricing, quantities, discounts and taxes. Branded PDF output, statuses that track sent → viewed → accepted, and one-click conversion to an invoice when the deal lands.

01Pick from the catalogLine items with pricing, quantities, discounts and taxes — in your currency.
02Send the branded PDFStatuses track sent, accepted and declined on the deal record.
03Convert to invoiceOne click carries everything into a payable invoice.
What you get

Multi-currency, catalog-driven

Price in INR, USD or AED per quote, keep products and services in one catalog so quoting stays consistent across the team, and link every quote to its deal so the pipeline shows real proposal value.

Product and service catalog with pricing
Branded quote PDFs with your logo
Line items with tax, discount, and subtotals
Send quotes directly from a deal
Quote acceptance status tracking

Part of Vedain, not bolted on

Quotes & Proposals works on the same records, permissions and reports your team already uses — one platform, one price.

Invoices & PaymentsInvoice, collect, and reconcile — all in one place.All 27 features

Questions

Can I convert a quote to an invoice?Yes — one click carries line items, customer details and currency into an invoice, ready to send with a payment link.
Does the product catalog support services?Yes — products and services with default pricing, units and descriptions; quote lines pull from the catalog and allow per-quote overrides.
Are quotes tracked after sending?Statuses move through draft, sent, accepted and declined, and the quote lives on the deal record so the team sees exactly what was offered.
Guides & resources

Go deeper on quotes

Best CRM for Consulting Firms in UAE: Managing Proposals, Retainers, and Multi-Currency Invoices7 min readCRM for Consulting Firms in India: Managing Proposals, Clients, and Retainers6 min read7 Best CRMs for Cleaning Businesses in 202610 min read8 Best CRMs for Interior Designers in 202611 min read10 Best Quotation Management Software Tools in 202622 min read9 Best CRMs for Event Management Companies in 202619 min read
Knowledge Base

Learn more about Quotes & Proposals

Guides and best practices from our knowledge base.

Features & Modules

How to Configure the AI Chat Assistant with Your Business Knowledge

Give Vedain's AI chat assistant your business knowledge in minutes: write it yourself or let AI draft it. It answers only from your facts, 24/7.

3 min read
How-To Guides

How to Create Support Desk Tickets from Live Chat Conversations

Turn any live chat into a support ticket with one click. The full transcript travels with it — no repeating, no copy-pasting, no dropped context.

3 min read
How-To Guides

Canned Replies, File Attachments and the Pre-chat Form in Vedain Live Chat

Fast, consistent answers win chats. Vedain's canned replies let agents insert saved answers in one keystroke, both sides of the conversation can share files, and the pre-chat form captures the visitor details your team needs before the first message is sent.

3 min read
Browse all guides

Turn it on this afternoon.

Quotes & Proposals is ready in every Vedain workspace. New here? Start with quotes and grow into the rest of the platform.

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