QUOTATIONS

Quote faster.
Close sooner.

Create professional quotations in minutes, connected to the leads, products, and deals already in LeadPilot.

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Status Updated
Quote #QU026-0015 sent to client
SALES
Dashboard AI Assistant Leads Deals Organizations Quotations Review & Coaching
SALES CONFIGURATION
Products Sequences
CUSTOMER ENGAGEMENT
Meetings Chatbots
Aisha Rehman
Quotations
QUOTE # LEAD COMPANY AMOUNT VERSION STATUS DATE
QU026-0015 Alex Johnson Nexora Technologies LLC AED 12,650.00 v1 Draft 6/17/2026 ...
QU026-0014 Priya Sharma Summit Peak Solutions AED 18,900.00 v2 Revised 6/16/2026 ...
QU026-0013 Michael Brown BrightEdge Consulting AED 9,750.00 v1 Sent 6/16/2026 ...
QU026-0012 Emily Davis Velocity One Systems AED 22,300.00 v1 Sent 6/15/2026 ...
QU026-0011 David Wilson InnovaCore Solutions AED 16,200.00 v3 Sent 6/14/2026 ...
QU026-0010 Sophie Martin BlueHorizon Industries AED 8,450.00 v1 Draft 6/14/2026 ...
QU026-0009 James Anderson Quantum Bridge LLC AED 31,900.00 v2 Approved 6/13/2026 ...
QU026-0008 Olivia Taylor ClearPath Advisors AED 7,950.00 v1 Draft 6/12/2026 ...
QU026-0007 Daniel Thomas Northfield Enterprises AED 14,500.00 v1 Approved 6/12/2026 ...
QU026-0006 Ava Martinez Techspire Global AED 11,200.00 v1 Sent 6/11/2026 ...
01
Quote Created
Ready to send
02
Quote Sent
To customer
03
Quote Approved
Deal moves forward
04
Deal Closed
Revenue captured
BUILT FOR SPEED

From lead to quote.
In a few clicks.

Everything you need to build a professional quotation, already connected to your sales workflow.

01
Start with your lead
Customer and company details are already there. No repetitive data entry.
02
Add what you're selling
Add products, services, quantities, pricing, descriptions, and discounts in one place.
03
Get the numbers right
Automatic calculations keep your pricing, discounts, and totals accurate.
04
Send something polished
Generate a professional quotation that's ready for your customer.
Less typing. Less switching. More selling.
SALES
Dashboard AI Assistant Leads Deals Organizations Quotations Review & Coaching
SALES CONFIGURATION
Products Sequences
CUSTOMER ENGAGEMENT
Meetings Chatbots
Aisha Rehman
Aisha Rehman Sales Director
New Quotation
01
Select Lead Choose customer
02
Add Products Add items to quote
03
Set Pricing Review & adjust
04
Generate Quote Preview & send
Lead & Company
AJ
Alex Johnson Nexora Technologies LLC
✉ alex.johnson@nexora.ae 📞 +971 50 123 4567
Products & Services
ITEM DESCRIPTION QTY UNIT PRICE DISCOUNT TAX TOTAL
Enterprise CRM Complete CRM solution for sales & customer management 1 AED 8,500.00 5% 5% AED 8,075.00 ...
Implementation Setup, data migration, and team training 1 AED 3,200.00 0% 5% AED 3,360.00 ...
Premium Support 12 months priority support & maintenance 1 AED 1,250.00 0% 5% AED 1,312.50 ...
Subtotal AED 0.00
Discount - AED 0.00
Tax (5%) AED 0.00
Total AED 0.00
ONE SOURCE OF TRUTH

Every quote. Every version.
Under control.

Track the entire quotation journey from draft to deal.
Revise without losing history. Know what's happening at every step.

VERSION CONTROL

Never lose a version.

Every revision stays connected to the original quotation.

V3 Current ★
May 13, 04:45 PM AED 12,917.63
V2 Revised
May 12, 02:30 PM AED 11,245.00
V1 Initial
May 10, 10:15 AM AED 10,540.00
ACTIVITY

Know what changed.

See every update, action, and decision in one timeline.

10:15 AM
Quote created
A new quotation was created
02:30 PM
Pricing updated
Items and pricing were updated
04:45 PM
Quote sent
Quotation sent to Alex Johnson
11:20 AM
Approved
Customer approved quotation
STATUS

Always know what's next.

Track every quotation from draft to approval.

APPROVED
May 13, 11:20 AM
Completed Customer approved the quotation
VIEWED
May 13, 09:40 AM
Completed Customer viewed the quotation
SENT
May 12, 04:45 PM
Completed Quotation sent to the customer
DRAFT
May 10, 10:15 AM
Completed Quotation draft was created
CURRENT STATUS
Approved
✓
Customer approved the quotation
TOTAL AMOUNT
AED 12,917.63
QUOTATION JOURNEY

One timeline. Every step.

Follow a quotation from creation to customer approval.

Draft created May 10, 10:15 AM
Quote revised May 12, 02:30 PM
Sent to customer May 13, 04:45 PM
Approved May 14, 11:20 AM
FULL VISIBILITY

Everyone stays aligned.

Know who changed what and when.

MC
02:30 PM
RC
04:45 PM
NB
11:20 AM
CONTROL

Move deals forward.

Keep every quotation accurate, consistent, and ready for approval.

QUOTATION
QU026-0015
TOTAL AMOUNT
AED 12,917.63
Approved May 13, 04:45 PM
MORE THAN A QUOTE

Your quote is
part of the deal.

LeadPilot connects quotations to the rest of your sales workflow—so the handoff from opportunity to proposal to closed deal happens in one place.

Lead
CRM
Quotation
Deal

One workspace

No scattered tools.

One customer record

Everything stays connected.

One clear path to close

Move from quote to deal without starting over.

Don't just send a quote.

Move the deal forward.

LEADPILOT VS PANDADOC

More than a quotation tool.

PandaDoc helps teams create, manage, sign, and track documents.
LeadPilot puts quotations inside the entire sales journey—from the first lead to the final deal.

CAPABILITY
LEADPILOT
pd PANDADoc
LEAD GENERATION
Lead Generation ✓ —
Lead Forms ✓ Forms*
Lead Generator ✓ —
CRM & PIPELINE
Contact Management ✓ —
Deal Management ✓ Integrations
Pipeline Management ✓ —
AI ASSISTANT
AI Assistant ✓ ✓
AI-powered sales assistance ✓ AI document features
AI customer context ✓ —
SALES SEQUENCES
Sales Sequences ✓ —
Automated Outreach ✓ —
Email Sequences ✓ —
AI-powered Follow-ups ✓ —
MEETINGS
Meetings ✓ —
Meeting Booking ✓ —
Meeting Intelligence ✓ —
CHATBOTS
Chatbots ✓ —
AI Chatbot ✓ —
Conversational Lead Capture ✓ —
QUOTATIONS
Quotations ✓ ✓
Quote Creation ✓ ✓
Product & Service Line Items ✓ ✓
Pricing Tables ✓ ✓
Discounts ✓ ✓
Automatic Totals ✓ ✓
Quote Versions ✓ ✓
Quote Status Tracking ✓ ✓
Professional PDF Quotes ✓ ✓
CRM INTEGRATIONS
CRM Integrations Native ✓
UNIFIED CUSTOMER TIMELINE
Unified Customer Timeline ✓ —
AI SALES COACH
AI Sales Coach ✓ —
AI LEAD INTELLIGENCE
AI Lead Intelligence ✓ —
CUSTOMER CONTEXT ACROSS SALES
Customer Context Across Sales ✓ —
END-TO-END SALES WORKFLOW
Lead → CRM → Outreach → Meeting → Quote → Deal ✓ —
END-TO-END AI REVENUE WORKSPACE
End-to-End AI Revenue Workspace ✓ —
More than a quotation tool.

LeadPilot connects the entire sales journey—from lead to deal.

FAQ

Everything about quotations,
answered.

Find answers to the most common questions about LeadPilot's quotation management feature and how it helps you create, manage, and close more deals.

Quotation management in LeadPilot helps teams create, customize, manage, and track professional quotations while keeping quotation activity connected to the wider sales workflow.
LeadPilot lets users create a quotation from their sales workflow, add products or services, configure pricing, apply discounts, calculate totals, and prepare the quote for the customer.
Yes. LeadPilot's quotation workflow keeps different quote versions connected so teams can revise pricing or details without losing the quotation history.
LeadPilot helps teams track quotation progress through stages such as draft, sent, viewed, and approved, giving sales teams visibility into what happens after a quote is created.
LeadPilot quotations can include products or services, pricing, discounts, and automatic calculations so teams can prepare accurate quotations.
LeadPilot connects quotations with the wider sales workflow so customer, lead, CRM, and quotation information can remain connected instead of being managed in separate tools.
LeadPilot is designed to connect the quotation process with the sales journey, allowing teams to move from quotation toward the deal without restarting the workflow.
LeadPilot provides quotation status visibility so teams can understand where a quotation stands and whether it has progressed toward approval.
READY TO QUOTE SMARTER?

Start creating quotes
that drive more deals.

LeadPilot helps you create accurate quotations, track progress, and close more deals—faster.

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