Hoot Sales Configure, price, quote

Quote what you can actually build.

Set up a product with its options and rules, guide the buyer to a valid choice and price it before it becomes a quote.

Planned Status

1 Workflows

2 Record types

3 Integrations

What it covers

Configure, price, quote

The records you work with in this area.

How the work flows

The steps this area takes you through, from start to finish.

Planned

Works with

Services and tools this area connects to, and where each one stands.

Also in this suite

Capture leads with their consent, work deals through pipelines you define, and see a weighted forecast and the follow-ups that are overdue.

A quote becomes an order, an order becomes an invoice, and a payment closes it. Nothing is typed twice.

Draft from templates, send for signature, lock what was signed and follow renewals and obligations to their dates.