Partners Support Log In

Solutions

Ontraport’s solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.

Check Out Pricing

Marketing Automation

Give each customer a tailored experience to drive sales while eliminating busy work for your team.

Email Marketing

Send emails that keep your customers engaged so your sales continue to grow with your list.

Land more leads and customers with web pages that promote your products and show off your brand.

Marketing Analytics

Use visual analytics to make confident decisions for smarter marketing and more profits.

Membership Sites

Create a custom subscription site and manage it from one place to earn recurring revenue with ease.

Sales Force Automation

Optimize your entire sales process to generate more prospects, nurture your leads, and close more sales.

Online sales to seamlessly manage payments and subscriptions.

Personalize every customer interaction to generate more sales using all-inclusive customer data.

Business Process Automation

Automate your team’s most time-consuming, repetitive tasks to create more freedom in your business.

Referral Programs

Drive and track revenue generated by referral partners who receive commissions for helping you grow.

Solutions

Resources

Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software solutions.

Marketing Strategies

Browse a collection of articles on marketing automation, email marketing, CRM, membership sites and more.

Step-by-Step Templates

Implement proven marketing processes with our easy-to-follow worksheets and checklists

In-Depth Guides

Download our best-practice guides, complete with data-driven insights and tactics to help you optimize your marketing.

Listen in as Ontraport CEO Landon Ray talks with with a star-studded cast of entrepreneurs, marketers and thought leaders.

Marketing Blueprints

Learn everything you need to know to develop fundamental marketing strategies with our digital handbooks.

Using Ontraport in Your Business

Software Comparisons

See if Ontraport is the right fit for you — compare the top marketing automation and CRM software on the market.

Feature Use Cases

See exactly what you can do with Ontraport, and learn how you can personalize it to perform your specific needs.

View the most frequently asked questions about Ontraport so you can get clarity and feel confident in your buying decision.

Exploring Ontraport

Take a guided tour through the five phases of the customer lifecycle in a simulated business powered by Ontraport.

Calculate Your ROI

Get an honest estimate of the return you can expect from an investment in Ontraport's software.

Resources

Customers

Ontraport empowers businesses large and small, all over the globe, and in every industry, to succeed.

Read the Reviews

Hear From Our Customers

Customer Reviews

Don’t just take our word for it. See why businesses from every industry love Ontraport’s marketing automation and CRM software.

Success Stories

Find out how our users have created thriving businesses and transformed their lives with Ontraport.

Industries We Serve

Personal Services

Professional Services

Online Retail

Coaches & Speakers

Author & Bloggers

Brick & Mortal Retail

Technology

Manufacture & Wholesale

Your Unique Business

Your Unique Business

Customers

Start Free Trial

Why
Ontraport?

Solutions

Resources

Customers

Partner With Ontraport

Chat With Us

Check Out Pricing

Post

4 followers

Community Forum - Community Q & A

1

Creating a quote within Ontraport

Marian Esanu

Will it be possible to start creating quotes within Ontraport, which they could be linked to an order form when they would be Accepted by our customers?

February 05, 2017 05:49

Please sign in to leave a comment.

5 comments

0

That's a great feature request Marian! We do have invoicing on the roadmap, and quoting would be a natural extension to that.

Frank Hagan February 06, 2017 17:32 0 votes

0

Hey folks, any progress updates on this?

CaLM Musselwhite May 15, 2018 17:46 0 votes

0

We do have a "Proposal" module planned for our Accounting Update. The specification has been finalized so it should be moving into our code development process soon. It's difficult to give any kind of ETA but my best guess would be a few months after the ONTRApages v3 update.

Frank Hagan May 15, 2018 22:06 0 votes

0

Hi, Just wondering if there's any update on this? Is there a suggestion on how to manage quote requests as suggested by Marian?

Jacqui McKenzie March 30, 2022 04:14 0 votes

0

It is still planned for our accounting update, but we haven't started work on it yet, so no ETA.

Frank Hagan March 30, 2022 13:19 0 votes