Quotes & Product Catalog
Create professional proposals and manage your product inventory with BasaltCRM's integrated quoting system.
Product Catalog
The Products module serves as your master inventory:
Create Products: Define product name, SKU, description, and pricing. Edit/Delete: Full product lifecycle management. Quote Integration: Products are selected when building quotes.Quotes
Generate formal proposals directly from Opportunities or standalone:
Create Quote: Select products, define quantities, apply discounts, and set terms. PDF Export: Generate branded PDF proposals dynamically branded with your team's company name (e.g., "BasaltHQ PROPOSAL"). Edit/Delete: Modify quotes before sending. Link to Opportunity: Connect quotes to deals for pipeline tracking.The Closing Workflow
Opportunity qualified → Generate a Quote. Quote approved → Draft a Contract. Contract signed → Issue an Invoice. Invoice paid → Mark deal "Close Won" and create a Project for delivery.This end-to-end flow is tracked across the Opportunities, Quotes, Contracts, and Invoices modules with full audit history.