Vetted Score
4.6
/ 5.0
Earns a strong score for its intuitive UI, robust template library, and seamless integration options, making it a go‑to choice for SMB sales teams.
Key Features
Customizable Quote Templates
Design and brand proposals with drag‑and‑drop editors, reusable sections, and dynamic placeholders.
Real‑time Pricing Calculations
Automatically apply discounts, taxes, and currency conversions as you build each quote.
CRM & Payment Integrations
Sync contacts and deals from popular CRMs and collect payments directly via Stripe or PayPal.
Frequently Asked Questions
Yes, a free tier is available with limited templates and a cap on the number of monthly quotes.
Octoboard Quote is web‑based and works on any modern browser across Windows, macOS, and Linux.
Yes, it offers native integrations with major CRMs like HubSpot, Salesforce, and Pipedrive, plus Zapier support for custom workflows.
Featured Lists & Comparisons
Specifications
Pricing Model
Free tier with limited features; paid plans start at $19/month for unlimited quotes and advanced integrations.
Supported Platforms
Web (Browser)