Greytrix Announces Quote Management for Creatio - Now Available on the Creatio Marketplace

Greytrix introduces Quote Management for Creatio, a native add-on that brings structured quoting into the Creatio sales flow - connecting Opportunities, Quotes, and Orders in one place. Now available on the Creatio Marketplace. End Quote

New York, NY (1888PressRelease) July 01, 2026 - Quote Management for Creatio by Greytrix is a new, built-in add-on available on the Creatio Marketplace that completely eliminates the need for messy external spreadsheets and manual data entry. Designed for sales teams who use proposals as a key step to close deals, it connects your quotes directly to your existing Opportunities and Orders. This means your team can handle the entire sales process-from first contact to final contract-seamlessly inside Creatio, saving time and keeping your data accurate without ever leaving the CRM.

A Native Quoting Layer for the Full Sales Cycle
Quote Management for Creatio gives sales teams a structured way to build, approve, and convert quotes - with every step tracked, documented, and connected to the right deal. From generating a client-ready document to moving an approved quote forward as an order, the process stays organised and visible without manual coordination across tools.

Key Features:
Fast & Flexible Quoting: Create quotes directly from an Opportunity, manage multiple quotes for a single deal, and easily clone existing ones for repeat business.
Seamless Line Items: Add, edit, and modify product line items and pricing on the fly inside the quote.
Effortless Approvals & Sharing: Run quotes through a built-in approval workflow, and export the final version to DOCX or PDF with a single click.
One-Click Conversions: Instantly turn winning quotes into Orders, automatically carrying forward all products, pricing, and details.
Full Visibility: Track deal progress and monitor quote statuses at a glance with a dedicated Home Page dashboard.

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