01
Drop the lead into the pipeline
Form, email, manual entry or Mana AI turns a lead into a card. Stage, value, close date and owner are assigned; drag-and-drop moves the pipeline.
Feature · Sales & Quotes
From opportunity to signature — in one flow.
Pipeline, quotes, product catalog and contracts inside Managelify. End the PandaDoc + Pipedrive + Excel chaos; let Mana AI think about price, risk and follow-up for you.
One flow
pipeline + quote + contract
0 min
from template to sent quote
Mana AI
for price & follow-up suggestions
SALES & QUOTES PREVIEW
Screenshot area ready
When the visuals arrive they will land in these frames — sized and proportioned for the product UI.
Sales pipelineQuote editorContract & e-signature
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PROBLEM
Quote in Word, pipeline in Excel, signature in another tool — closes get lost.
The sales team opens 4 tools: Pipedrive, PandaDoc, Word, WhatsApp. The customer asks 'what was in the quote?' — nobody can answer cleanly. Hot deals go cold, deals get lost.
EXCEL PIPELINE
Opportunities live in a spreadsheet; stage, value, follow-up — who did what is unclear. One person edits, others see the old version.
WORD & PDF QUOTES
Every quote written from scratch; pricing inconsistent, design different, brand lost. 'Which version is current?' is the classic question.
PANDADOC / DOCUSIGN
Great quoting tools — but CRM, projects, tasks live elsewhere. Customer signs, the delivery team has no idea.
WHATSAPP FOLLOW-UP
'Did you see the quote?' message gets buried in chat. No reminders, no open/click tracking, hot deals go cold.
PIPEDRIVE / HUBSPOT
Strong pipeline but quote/contract is a separate add-on; product catalog limited; disconnected from delivery teams.
MANUAL FOLLOW-UP TASKS
You add a calendar reminder for the close, then forget. Every missed follow-up = a lost deal.
One flow · WRM
Pipeline + quote + contract + project — in the same context.
Classic quoting tools take a signature and stop. Managelify connects the opportunity to the pipeline, the quote to the contract, the contract to the project. We call this Work Relationship Management (WRM) — you don't manage sales, you manage the relationship.
Sales pipeline
Quote editor
Product catalog
Contract & e-signature
Open analytics
Auto follow-up
Renewal & upsell
Mana AI
02
Build a quote from the catalog
Services, products, packages — save line items in the catalog and pick them with one click. Discounts, taxes, VAT auto-applied. Your brand identity (logo, color, font) stays consistent.
03
Convert to a contract, get it signed
Won quotes turn into contracts in one click; e-signature flow starts. On the customer card every version, every open and every signature lives transparently.
04
Let Mana AI run the follow-up
Mana AI reads signals — was the quote opened, how long was it read, where did the customer hesitate. It suggests follow-up tasks, revised pricing and email drafts.
DEPTH
Pipeline, quote, contract and AI.
Sales tools send a quote and stop. Managelify creates the opportunity, shares the quote, signs the contract, hands off to delivery — the loop closes.
PipelineQuoteContract & e-signatureAI signalsScenariosSettings
Pipeline features
- Drag-and-drop sales pipeline
- Multiple pipelines (sales / renewal / upsell)
- Custom stages (Lead → Won)
- Deal value & probability
- Expected close date
- Automatic stage tasks
- Conversion funnel report
- Loss reason analysis
Quote & product catalog
- Quote templates & brand identity
- Product & service catalog
- Multi-currency & tax
- Discounts, line-item pricing
- Quote PDF & shareable link
- Open & read analytics
- Version control
- One-click conversion to contract
Contract & e-signature
- Contract templates & variable fields
- E-signature flow (sequential / parallel)
- Live signature status tracking
- Automatic reminders
- Signed PDF archive
- Auto-linked to customer card
- Renewal date tracking
- GDPR-compliant retention
AI signals
- Quote drafting assistant
- Optimal price suggestions (from historical data)
- Customer objection signal detection
- Auto-generated follow-up tasks & email drafts
- Pipeline priority recommendations
- Early loss-risk warnings
- Upsell/cross-sell opportunity suggestions
- Quote line items extracted from meetings
Use cases
- Freelancer service quotes
- Agency project quotes & contracts
- Startup B2B SaaS sales pipeline
- Consulting package sales
- Training & course sales
- Renewal & upsell management
Settings & security
- Pipeline & stage customization
- Quote & contract templates
- Brand identity (logo, color, font)
- Product catalog & price list
- Tax, VAT, currency
- Permissions & approval flow
- Automatic follow-up rules
- Data retention & GDPR
ENHANCERS
Not just sending a quote — closing the deal.
Pipeline + quote + contract in the same context
From opportunity to quote, from quote to contract, from contract to project — every transition is one click. No data copying, no manual handoff, no email forwards.
Product catalog = single source of truth
Define services, packages and prices once; every quote uses consistent pricing. When you raise prices, you update one place.
Transparent, auditable, GDPR-compliant
Who opened the quote, when, on which page they lingered — full visibility. Signed contracts in encrypted archive with audit trails.
Mana AI = silent sales assistant
Mana AI suggests prices, reminds you to follow up, reads customer objections. Not a passive document tool — an active layer that helps close the deal.
Suggest the price — close the deal.
Mana AI looks at past won quotes and recommends an optimal price range. It extracts customer objections from meeting transcripts. Based on quote-open signals it prepares follow-up tasks and email drafts — not a passive document tool, but an active assistant that closes deals.
Quote open & heat signalsOptimal price suggestionFollow-up email draftUpsell & renewal opportunity
SAMPLE BRIEF
"ABC opened the quote 3 times, spent 4 min on the pricing page. Past similar deals closed with an 8% discount. Should we send a revised quote?"
Open & heat analysis Price suggestion Follow-up email draft One-click revised quote
FOR WHOM
Solo to team — every quote moves toward close.
Freelancer
Solo flow from quote → signature → payment.
Lead form brings the customer in; they land in the pipeline. You build a quote from your service catalog and send a shareable link. Customer opens, reads — Mana AI says 'time to follow up?'. Once the contract is signed the project is created and tasks generated. One person, professional flow.
Agency
Account managers and delivery speak the same language.
Account manager runs the pipeline; sends quotes with branded templates. The moment the contract is signed, the project, tasks and team are created automatically. Delivery never asks 'what did the customer buy?' — quote line items already live as tasks. Sales-to-delivery is seamless.
Startup & B2B team
Sales pipeline + product growth in a single system.
Build Lead → Demo → Quote → Won pipelines; tasks auto-generate at every stage. Mana AI surfaces high-intent customers and recommends optimal pricing. Renewal opportunities for existing customers drop in automatically — growth runs systematically.
COMPARISON
PandaDoc, Pipedrive, DocuSign — each is a piece. Managelify is the whole.
The table below shows the strengths of popular sales and quoting tools and the integrated whole Managelify offers in a single flow.
TOOLSTRENGTHGAP
PandaDocStrong quoting & e-signatureNo CRM, pipeline or projects; separate subscription; disconnected from delivery
DocuSignIndustry-standard e-signatureSigning only; no quote editing, pipeline or follow-up
PipedriveClean pipeline focusQuote/contract is a separate add-on; limited catalog; weak AI generation layer
HubSpot SalesBroad sales ecosystemQuotes & e-signature on higher tiers; expensive; too much for small teams
Excel + Word + MailFlexible & freeNo automation, follow-ups lost, brand inconsistent, no AI
Managelify Sales & QuotesWRMPipeline + quote + contract + catalog + Mana AI in one flow—
CONTINUE
Explore Sales & Quotes alongside the other Managelify modules.
CRM
Customer 360° card; pipeline and quotes live in the same context.
Recording & Transcript
Quote line items and objections extracted from meetings.
Built-in Meet
Demo calls in one click; recordings linked to the deal.
Calendar
Demos and follow-ups synced with one calendar.
Meeting Scheduling
Booking links land directly on the deal card.
All modules
See all 33 modules across 8 categories of Managelify in one panel.
FREQUENTLY ASKED QUESTIONS
Clear answers about Sales & Quotes.
What exactly does Managelify Sales & Quotes do?
Managelify Sales & Quotes brings the sales pipeline, quote drafting and delivery, product/service catalog, contract management and e-signature flow into a single system. It replaces the Pipedrive + PandaDoc + DocuSign + Excel combination — from opportunity to signed contract, the whole flow lives in the same context.
Can it replace PandaDoc, Pipedrive or HubSpot?
For small-to-medium teams and freelancers, more than enough. PandaDoc only handles quotes/signatures, Pipedrive only the pipeline; HubSpot requires expensive higher tiers. Managelify offers pipeline, quote, contract, catalog, CRM, project and communication in one flow — no separate subscriptions, integrations or data silos.
Can quote templates match my brand?
Yes. Logo, color palette, font and layout are fully customized to your brand identity. You can define multiple templates (project quote, package quote, retainer) and pick the right one with one click. Customers see a professional, consistent quote when they open it.
Can I see whether a quote was opened?
Yes. You send the customer a shareable link; when it was opened, which page they spent how much time on, how many times they came back — all activity shows on the quote card. Mana AI uses these signals to say 'customer spent 4 minutes on the pricing page, I suggest a follow-up task'.
How do contracts and e-signatures work?
A won quote becomes a contract with one click. Variable fields in the contract (customer info, date, price) are auto-filled. You set up sequential or parallel signing flows; the signed PDF lands in the customer card and project archive automatically. Mana AI reminds you when renewal dates approach.
How does the product catalog help?
Define your services, packages and prices once — use the same line items in every quote. Update prices or descriptions in one place; future quotes automatically pick up the latest pricing. Line-item discounts, tax and currency are also managed through the catalog.
What does Mana AI do for sales?
Mana AI looks at past won/lost quotes to recommend optimal pricing. It extracts customer objections (price, scope, timing) from meeting transcripts. Based on quote-open signals it suggests follow-up tasks and drafts emails. It surfaces renewal and upsell opportunities proactively — not a passive quote tool, but an assistant that helps close deals.
What happens once a contract is signed?
The signed contract is automatically linked to the customer card and project file. With one click you can spin up a project from the quote line items — tasks, owners, dates and payment plan are auto-generated. The delivery team never has to ask 'what did the customer buy?'; quote items already live as tasks. Sales-to-delivery becomes seamless.
MANAGELIFY
Instead of explaining — send your first quote today.
No signup, no credit card, no setup. Add your product catalog; your first quote is ready in 5 minutes.