Sales Quote Template Generated From Your CRM
A ready-to-build quote flow: Noca generates the quote from the CRM opportunity, routes discounts for approval, sends it for e-signature and creates the order when the customer signs.
What the Sales Quote Template Includes
| Section | Fields |
|---|---|
| Customer | Account name, billing address, contact (from the CRM) |
| Quote details | Quote number, date, valid-until date, sales rep |
| Products | Product, description, quantity, list price, discount, net price |
| Totals | Subtotal, discount, tax, total (calculated) |
| Terms | Payment terms, delivery terms, notes |
| Acceptance | Customer signature block |
Products and prices come from the opportunity, so reps do not retype them. Related solution: Quote-to-cash automation.
What Happens
After Submission
Generated From the Opportunity
Products, prices and contacts come from Salesforce, HubSpot or Dynamics 365.
Discount Approval
Quotes over a discount threshold go to a manager first.
E-Signature
The customer accepts the quote with an e-signature.
Opportunity Update
The opportunity stage is updated when the quote is signed.
ERP Order
A sales order is created in your ERP.
Quote History
Every version and decision is logged.
Build This Template in Noca
Paste this prompt into Noca, or into ChatGPT, Claude or Grok connected through the Noca MCP Server, and adjust it to your process: “Create a quote flow that generates a quote from the Salesforce opportunity using our quote Word template, sends quotes with more than 15% discount to the sales manager for approval, sends the quote to the customer contact for e-signature, then marks the opportunity Closed Won and creates the sales order in NetSuite.”
Build Your Sales Quote in Minutes
Frequently Asked Questions
What should a sales quote include?
Customer details, quote number and validity, products with quantities and prices, discounts, taxes, totals, terms and an acceptance signature.
Can discounts require approval?
Yes. Quotes above your discount threshold are routed to a manager before they are sent.
Can a signed quote create an order?
Yes. Noca can create the sales order in your ERP when the customer signs.
How do I use this template in Noca?
Copy the prompt on this page into Noca or into an AI assistant connected through the Noca MCP Server. Noca builds the form or document and the workflow, and you adjust fields and rules before publishing.
Can I change the fields?
Yes. Add, remove or rename fields by describing the change or editing visually.
Is there a free plan?
Yes. You can build and test this template on Noca’s free plan.