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Derivable from pipeline
From the CRM lead the quote emerges in one click. Contact details, requirements and proposed scope carry over.
Quotes: pipeline becomes quote becomes order.
With teamspace you create quotes directly from the CRM pipeline, with rate cards, retainers and industry templates. Dispatch with tracking, acceptance as order, automatic transfer into project billing. Part of [invoicing software](/invoicing-software/), included in every plan.
What quotes software needs
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Templates per industry
Consulting, IT, architecture, agency. Per industry templates with standard phases and rate cards.
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Dispatch with tracking
Dispatch by email with receipt and acceptance tracking. Acceptance creates the order automatically.
Functions around quotes
Creation
- Templates per industry and engagement type
- Rate card logic with priority rules
- Retainers and fixed-price components
- Multilingual quotes (DE/EN)
- Attachments: terms, references, certificates
Workflow
- Dispatch with tracking
- Versioning on changes
- Acceptance creates order
- Audit trail on every change
- CRM link to pipeline
What quotes software does
The quote is the interface between sales and delivery. Whoever creates it in a separate tool (Word template, PowerPoint, niche software) pays three times: at creation, at transfer into the order, at the inconsistency between quote and actual delivery.
teamspace integrates the quote into the cloud platform: from CRM lead to quote, from quote to order, from order to project. A continuous chain without tool switches and without data inconsistencies.
Templates per industry and engagement type
From experience with hundreds of clients, templates per industry and engagement type have emerged: consulting engagement (concept, build, coaching), IT project (specification, implementation, test, hypercare, with T&M or fixed price), architecture engagement (HOAI work phases with fee table), agency budget (creative, production, media budget separate). For a new lead you pick the template; the quote is configured in 5 to 10 minutes.
Rate card logic and retainers
Rate cards in a quote follow the priority logic of the teamspace platform: special pricing per client beats project rates, project rates beat role rates, role rates beat personal rates. This guarantees consistency between the quote and later invoices.
Retainers (onboarding, implementation, hardware) and fixed-price components can be combined alongside hours on the same quote.
Dispatch and acceptance
Dispatch by email or as a PDF download. Receipt tracking documents whether the quote has been opened. Acceptance by magic link (click creates the order), PDF signature or incoming written purchase order (booked manually). On acceptance the order is created in the system, the project prepared, the CRM lead set to “won”.
Versioning and audit trail
In negotiations, multiple quote versions often emerge. teamspace tracks every version with editor and timestamp, diff to the previous version and link to the CRM lead. The final accepted version is uniquely identified and connected to the resulting order. The audit trail documents the negotiation history.
Reviewed in the requirements check
Wondering whether teamspace can modernise quote creation in your organisation? In a 15- to 30-minute call we look at your template logic, rate card structure and pipeline integration.
Frequently asked questions on quotes software
How do CRM, quote and order connect?
In the CRM the lead lives. From the lead the quote is derived. On acceptance the order emerges. From the order the project with time tracking and billing. A continuous chain without tool switches.
Can we produce multilingual quotes?
Yes. Templates can be maintained in German and English; the PDF is produced in the engagement language. Date and number formats follow the locale.
How does versioning work?
On every change a new version emerges. Version comparison shows changes; the final version is linked with the order.
Can we attach terms and references automatically?
Yes. Per template, attachments can be stored (terms, reference list, ISO certificates, datasheets). On dispatch they are attached automatically.
How does acceptance work?
By email click (magic link), by PDF sign (e.g. via DocuSign) or by incoming written purchase order (booked manually). The order is created automatically; the project is prepared.
Related topics
Quotes, reviewed in 15 minutes.
In the requirements check we discuss your template logic, rate card structure and pipeline integration.