Grant Access with the Permission Set
Grant SilkQuote access by assigning the included Salesforce Permission Set. Control which users can generate quotes and manage template configurations.
Frictionless Quotes & Deal Room
for Salesforce
Give sales teams and customers a quoting experience they will love, with customizable templates, product bundles, pricing rules, tracking, and a collaborative deal room.
The Old Way
SilkQuote Way
No standard. No guardrails.
Every rep builds quotes their own way. Terms vary by deal. Wrong products slip through. Nothing is enforced.
TEMPLATE
Build templates once. Right template every time.
Define approved layouts, terms, and conditions. Smart filters surface the right templates. Consistent, professional design.
Manual, error-prone, slow
Products picked by hand. Pricing in spreadsheets. Discounts applied inconsistently.
GENERATE
One click to a customer-ready quote
Select products and bundles. Custom pricing applies automatically. Generate a pre-approved, professional quote document instantly.
PDFs sent and forgotten
No visibility after send. Revisions pile up in inboxes. Signatures require a separate tool.
COLLABORATE
Close deals in a shared deal room
Share a live quote link. Clients comment, negotiate, and sign in one branded space. Every view and edit tracked in real time.
Pricing
Immediate ROI. Expert Support when you need it.
Free App
$0
No credit card. No trial. No limits.
- Unlimited Users
- Unlimited Quote PDFs
- Unlimited Templates
- Full Feature Access
SilkQuote gives Salesforce admins a full-featured quoting tool with flexible formatting, conditional logic, and custom layouts. Free, with no limits.
*Everything works on Professional edition and above. The Collaborative Deal Room requires Enterprise or above, or the purchase of Sites from Salesforce if you are on Professional.
Done for you
Doing it yourself?
Your team has better things to do.
Our partners can help you get started!
- Products configured, filtered, and bundled Filters, bundles, and columns built for your catalog.
- Deals that close without chasing approvers Multi-tier flows that route, remind, and resolve.
- Custom pricing logic and configuration rules Discount schedules, volume tiers, conditional rules.
- Quotes that look like your brand Bespoke layouts, conditional sections, and more.
- Sign in Salesforce Replace DocuSign, Adobe Sign, and more.
Frequently Asked Questions
Yes, 100%. Every feature, unlimited users, no expiration. SilkQuote is supported by expert services for teams who want hands-on setup and customization.
Absolutely. Most teams are sending quotes within an hour. Expert services are available for teams that want a polished, production-ready setup without the trial and error.
When you need custom templates, advanced automation, integration services, and ongoing consultative quote-to-cash support. Get in touch for a free consultation.
Professional, Enterprise, Unlimited, Developer, and Performance editions.
Yes. SilkQuote works with DocuSign, Adobe Sign, and other common e-signature products.
No. Most teams don't need a pricing engine or product configurator. They need clean, branded quotes that go out fast and get accepted. If you eventually require a CPQ solution, then SilkQuote is completely compatible with those tools.
Word and Google Docs require you to manually copy customer details, product information, and pricing from Salesforce into a separate document every time you create a quote. SilkQuote pulls all of that data automatically from your Opportunity record and generates a branded PDF in one click. Your quotes are always accurate because they come directly from your CRM. And instead of emailing a file attachment, you send a hosted link where your customer can review, comment, and accept.
Documentation
Learn to use SilkQuote in your quote process.
Add the Generate Quote Quick Action to Opportunity
Add the Generate Quote Quick Action to your Salesforce Opportunity page layout and enable reps to create professional PDF quotes in one click.
Attach Terms & Conditions
Attach standard or conditional Terms and Conditions to your Salesforce PDF quote. SilkQuote appends terms dynamically based on Opportunity field data.
Include a Signature Block
Add a signature block to your Salesforce PDF quotes with SilkQuote — include name, title, date, and signature lines for e-signature-ready documents.
Apply a Draft Watermark
Apply a Draft watermark to Salesforce quotes to clearly mark PDFs as pending approval — keep your review process clean and prevent premature sharing.
Set Paper Size for Your Quote
Set the paper size for your SilkQuote PDF quote — choose Letter, Legal, or A4 to match print standards and regional requirements for Salesforce quotes.
Preview a Quote without Saving
Preview a Salesforce PDF quote without saving it using SilkQuote — instantly generate a temporary PDF to review formatting and content before committing.
Generate a Quote PDF from an Opportunity
Generate a professional, branded PDF quote from any Salesforce Opportunity with one click using SilkQuote — auto-saved and ready to share without leaving CRM.