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.

Install Now

Before SilkQuote - Salesforce Opportunity record

Internal Customer

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

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.

Install Now

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

Is SilkQuote really free?

Yes, 100%. Every feature, unlimited users, no expiration. SilkQuote is supported by expert services for teams who want hands-on setup and customization.

Can I set it up myself?

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 do teams typically need expert help?

When you need custom templates, advanced automation, integration services, and ongoing consultative quote-to-cash support. Get in touch for a free consultation.

What Salesforce editions are supported?

Professional, Enterprise, Unlimited, Developer, and Performance editions.

Does it work with e-signature tools?

Yes. SilkQuote works with DocuSign, Adobe Sign, and other common e-signature products.

Is SilkQuote a CPQ replacement?

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.

I'm currently sending quotes using Word or Google Docs. How is SilkQuote different?

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.