---
title: "Introducing Quotes"
description: "Bringing quotes to your FSM."
url: "https://nordvestops.com/newsletter/introducing-quotes-for-the-sales-crm"
date: "2026-08-24"
---

# Introducing Quotes

NORDVEST now has **Quotes**, built right into the Sales CRM.

## Start from the deal you already have

Open an opportunity and click New Quote.

## Build the Quote

Add lines from your inventory catalog. Adjust the price if you need to. Need something that isn't in your catalog? Add a blank line and type it in.

![The NORDVEST quote builder: a pressure switch, travel and install, and mileage priced out, with the quote details alongside](https://nordvestops.com/images/newsletters/introducing-quotes/quote-builder.jpg)

Drag lines into the order you want them to show.

![A printed NORDVEST quote, Q-100042, for a pressure switch replacement with travel and mileage, totaling $693.25](https://nordvestops.com/images/newsletters/introducing-quotes/printed-quote.jpg)

_Quotes are part of the Sales CRM module, included on the Operations and Partner plans._

## This is just the start

Here is what comes next for quotes:

- **Quote to Service Request**: won the job? Convert the quote into a service request in one step.
- **Accounting integration**: a quote in NORDVEST creates the matching quote in your accounting software.
- **Templates**: if you quote the same jobs, equipment, or installs often, start from a template instead of a blank page.
- **Styles**: make your quotes look like your brand.
- **Estimates**: flag quotes as estimates.
