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Quote Blueprints

January 21st, 2026

A powerful new way to get quotes into customers' hands faster than ever.

⚡ What are Quote Blueprints?

Think of Blueprints as master templates for your most common deals. Instead of building every quote from scratch, you can create pre-configured product sets with defined quantities, discounts, and terms.

✨ Why you'll love it

  • Accelerated Workflow: Sales reps can create complex quotes instantly.
  • Guaranteed Consistency: Ensure every quote adheres to your latest pricing and packaging guardrails.
  • Reduced Errors: Minimize manual entry by using pre-approved product combinations.

🛠️ How it works

  1. Create: Build a template with your standard product bundles, either personal or shared with everyone.
  2. Manage: View and edit your library of Blueprints as your offerings evolve.
  3. Deploy: Reps select a Blueprint during quote creation to instantly populate the deal.

📚 Get started