SilkQuote: Quote Builder & PDF Proposals for Salesforce

Branded Quote Templates & PDF Proposals Create polished, customer-ready quote PDFs and proposals with a flexible template builder inside Salesforce.

Generate Quotes from Opportunities Turn Salesforce Opportunity and product data into accurate quote PDFs without manually copying data into Word, spreadsheets, or external tools.

Branded Email Delivery Send quote emails directly from the Opportunity using branded email templates, with quote activity connected to the deal.

Quote Version History Store every generated and sent quote version on the Opportunity so reps always know what the customer received.

Fast Admin Setup Launch quickly with ready-to-use templates, simple branding controls, guided setup, and no full CPQ implementation required.

Quote Tracking & Stale Quote Alerts Track quote status and help reps identify when a quote may need to be regenerated after deal or product changes.

Optional Quote Guardrails Add simple bundles, discount controls, validation rules, and pricing checks when your team needs more structure than standard Salesforce quoting.

Optional Buyer Quote Link & Online Acceptance Give prospects a secure link to review and accept a quote online, with no Salesforce login required.

Optional Buyer Comments & Shared Resources Let buyers ask questions and access supporting materials like documents, videos, and links during the quote review process.