MODULEAlready on Vedain? Quotes & Proposals is on inside your existing workspace — no new login, no migration.Enable it →
Vedain/Quotes & ProposalsStart free trial
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

Start free trial
Included in every plan. Cancel anytime.
app.vedain.com
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 29 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 read9 Best CRMs for Logistics Companies in 202619 min read9 Best CRMs for Freelancers in 202616 min read9 Best CRMs for HVAC Companies in 202622 min read6 Best CRMs for Cleaning Businesses in 202610 min read
Knowledge Base

Learn more about Quotes & Proposals

Guides and best practices from our knowledge base.

How-To Guides

Stop Bounces with the Campaign Verification Guard

Every email campaign in Vedain has a Deliverability guard. It checks recipients when the campaign starts and skips addresses that would bounce, before they can hurt your sender reputation. Here’s how to set it, where skipped people appear, and how to prepare a big send.

4 min read
How-To Guides

AI Enrichment and Inbox Intelligence: What They Do and What They Cost

Data Health’s AI tools fill in details the free rules can’t: company facts from websites, seniority from job titles, and updates hidden in email replies. Company profile and Job-title intelligence share a one-time free allowance and then a simple flat price per run; Inbox intelligence is charged only for records it updates. You always see the price before anything runs.

6 min read
How-To Guides

AI Enrichment Pricing: The One-Time Free Allowance and Flat Pack Fees

AI enrichment has deliberately simple pricing: a one-time free allowance to try it, then one flat price per run based on how many records that run fills — never per field, and never a surprise. This guide explains the allowance, the pack tiers, how records are counted, how it is billed, and the questions people ask most.

5 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.

Start free trial
No credit card for the trial. Cancel from the same screen you enabled it.