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.

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.

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.