Create quotes that make the next yes easier.
CDT QuoteCraft helps Canadian businesses create professional quotations, proposals and service agreements, collect electronic approval and keep every opportunity connected to the customer journey.
What is CDT QuoteCraft?
CDT QuoteCraft is quotation and proposal software for Canadian businesses. It helps your team create, send, track and follow up on quotes, collect electronic approval and move accepted work into the next stage of the customer journey.
From enquiry to approved work
QuoteCraft keeps the commercial conversation organized after a lead is ready for a proposal.
Start with the lead
Bring customer information from ClientConnect CRM into a new quotation.
Build the proposal
Present services, scope, pricing and terms in a professional document.
Track the response
See whether a quotation is draft, sent or accepted and follow up at the right time.
Move into invoicing
Turn approved work into an invoice through InvoicePilot.
Give customers a simpler way to approve work
A proposal should make the next step clear, not create another back-and-forth. QuoteCraft helps teams keep quote history organized, send documents promptly and support a smoother approval process.
- Create quotations, proposals and service agreements
- Keep quote status and customer history visible
- Support electronic approval for a clearer decision path
- Follow up on sent quotes before opportunities go cold
One connected path from first contact to payment
CDT is a web design, SEO and digital marketing agency first. CDT Growth helps your team handle the opportunities that website and marketing work generate.
Use QuoteCraft with a CDT website or your current website
CDT website plans
Every CDT website plan includes a new, mobile-responsive website with up to 10 core pages. Growth Foundation and above add QuoteCraft with connected CRM, forms and reporting.
Software Only
Keep your existing website and connect QuoteCraft and CDT Growth tools to your current lead flow. Integration and onboarding can be scoped separately.
More CDT Growth tools
Connect ClientConnect CRM, InvoicePilot and ExpenseTracker for a clearer operating flow.
QuoteCraft frequently asked questions
What is QuoteCraft?
QuoteCraft is CDT’s quotation and proposal tool. It helps businesses create, send and track quotations, support electronic approval and move approved work toward invoicing.
Can QuoteCraft work with my existing website?
Yes. CDT Growth Software Only is available for businesses keeping their existing website. CDT can scope the website integration and onboarding needed for your workflow.
Does QuoteCraft connect to ClientConnect CRM?
Yes. ClientConnect and QuoteCraft can support a smoother path from a new enquiry to a proposal, approval and next step.
Is a website included with CDT Growth?
Yes. CDT website plans include a new, mobile-responsive website with up to 10 core pages. Software Only is available when you want to keep the website you already have.
Make every quotation easier to create, approve and act on.
Talk to CDT about QuoteCraft, ClientConnect CRM, website design, SEO and the connected tools behind CDT Growth.