This section covers setting up and utilizing quotes.

Quote Management Overview

Onpipeline simplifies the sales process with a great quote management module (included in any standard plan). Professional sales quotes can be easily created from deals in 2 minutes, with the option to export as a PDF, send the offer from your email address or collect e-signatures. Quote management is enabled in your settings you will […]

Quote Template Setup

In your account settings – if you run a “Standard” plan – you will be able to configure the quote management system. Setup can be made for each Team. It means in other words your templates and the rules can be different according to user generating the quote. Here you can: upload your own logo […]

Quotes & e-Signature

To expedite and simplify order acquisition, you can send the quote for digital signature. The process is straightforward and does not require any external form or application; it is included in our plans. To create an envelope, simply generate the quote, and once it’s ready (and approved by the manager, if required in your configuration), […]


The pricebook will be used to prefill your quotes (and invoices) and to obtain sales reports by product. By clicking on the green “Pricebook” button – see upper-right corner – you will be able to enter your items and prices. Please note that IDs must be unique and if there are duplicates they will not […]

Inventory & Stock Control

Advanced account required If you manage a stock, you’ll know that one of the challenges faced by sales reps is knowing the inventory balance before making an offer when defining delivery times. Our Inventory module simplifies and automates inventory commitments generated by the sales network. This means that the team will have visibility both on […]

If you have any questions or need assistance, feel free to reach out!