A client who has met with your agency and expressed genuine interest is a client who is ready for a proposal. At that moment, they are most engaged and most likely to commit. The speed and quality of the proposal they receive either capitalises on that moment or allows it to cool.
Meet OnNet CRM Quote Builder.
The Quote Builder is the step between a deal and an invoice in OnNet CRM. From any active deal record, a team member can generate an itemised, branded quote that pulls the client details, deal description, and agreed line items directly from the deal information already in the system. No re-entering data into a Word template. No searching for the latest version in a shared folder.
The generated quote is a polished branded PDF — carrying the agency's logo, colours, and typography from the platform's branding settings. It can be sent directly from the CRM via the agency's email domain with a single action.
When the client accepts the proposal, converting it to a legal-grade invoice is one click. The invoice number is assigned automatically. VAT is applied based on product and country. The deal moves forward. The record of the entire commercial interaction — quote sent, proposal accepted, invoice generated — is stored in the deal timeline.
No version control problem. No risk of sending an outdated draft. No separate document system to maintain.
For real estate agencies where proposal speed and professionalism are direct factors in closing decisions, the Quote Builder removes the friction that slows both. Available in English, Thai, and Nordic languages. Part of every OnNet CRM plan from $10 per month.