Professional quotes. GST-ready. In minutes.
Build, send, and track quotations without leaving your CRM — with automatic tax calculations and your own branding.
The Problem
Excel quotations don't scale
Every quote built in Excel is a new file, a new formula, a new chance for a calculation error. And once it's sent, there's no way to track whether the client even opened it.
Crystal CRM turns quotations into a structured, trackable part of your sales process.
Capability 01
Line-Item Builder
Pull products and services directly from your catalog. Set quantities, negotiate rates, and apply discounts — line by line.
- Add products or services from your master catalog
- Editable description per line for custom notes
- Per-line discount — amount or percentage
- Real-time total calculation as you type
Capability 02
Smart Calculations
GST, discounts, and totals calculated automatically — no manual math, no errors.
- Per-line and overall discount support
- Automatic GST calculation per line item
- Live-updating subtotal, tax, and grand total
- Consistent, error-free pricing every time
Capability 03
Multiple Versions, Full History
Negotiations happen. Track every version of a quotation without losing the history of what was discussed.
- Automatic versioning — v1, v2, v3
- Full audit trail of all revisions
- See exactly what changed between versions
- Previous versions never deleted, always accessible
Capability 04
Send and Track
Download as a professionally branded PDF or email it directly to your client — right from Crystal CRM.
- Branded PDF generation with your agency logo
- Send via email directly from the platform
- Track sent, viewed, accepted, and rejected status
- Accepted quotations auto-populate product/service allocations
Works Seamlessly With