Outlook CRM for Teams | Prophet CRM

Quote, Form, and Document Generation

Simple.  Powerful.  Prophet.


Prophets File Generating feature saves valuable time by auto-generating customized quotes, forms, and documents tailored to a specific opportunity in just seconds. Prophet will also automatically save the file information inside of the opportunity record keeping your team organized and on the same page.

Learn how to generate a quote in these four fast steps:

1. Select the opportunity you wish to create a quote for



2. Fill in the Opportunity Details - The Product/Services, Company Information, and Quote Details tab auto-populate the quote and should be filled out during normal pipeline activities.



3. Select the file generation option from the action bar and select the quote option


4. Fill in any other information such as sales tax, and send that quote out! The quote will be saved to a pre-selected folder on your computer as well as within the prophet record. 

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Testimonials

"We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company."

- Frank Mueller CEO R&R Design