Sales app · Intreface
Quote Tracker
Create and send sales quotes linked to your CRM deals with AI chat support and tracking of when they're opened, viewed, and accepted.
What it does
Quote Tracker, explained.
Quote Tracker lets your sales team create, send, and follow sales quotes without ever leaving your CRM. Every quote is linked directly to the relevant deal, so pricing, line items, and customer details stay in sync. An AI chat assistant helps you draft and refine quotes in seconds, while built-in tracking tells you the moment a quote is opened, viewed, or accepted — so you always know where each opportunity stands and when to follow up.
Key features
- Generate professional quotes directly from your CRM deals, with line items and customer data pulled in automatically.
- Use the built-in AI chat assistant to draft, adjust, and reword quotes on the fly.
- Get real-time notifications when a quote is opened, viewed, or accepted.
- Keep every quote linked to its deal so your CRM stays accurate and up to date.
- Spot stalled quotes and time your follow-ups based on actual buyer activity.
See it in action
Watch Quote Tracker in 90 seconds.
A quick walkthrough of how Quote Tracker works and how teams use it day to day.
Connects with your tools
Works with the systems you already use.
Quote Tracker connects to Bitrix24, DocuSign, Gmail and Stripe out of the box — and through Intreface it works with the CRM, project, finance, document, communication and marketing tools below.
CRM
Projects
Finance
Documents
Communication
Marketing
Compliance & standards
Built to meet the standards your sector expects.
Quote Tracker is built and supported by Intreface, so the security, data-protection and accessibility standards below are handled as standard — here’s what each one covers.
UK GDPR & EU GDPR
How personal data is handled. A data-protection lead, mapped personal data (ROPA), clear privacy notices, Data Processing Agreements with vendors, and defined subject-access (DSAR) and breach procedures.
Data Protection Act 2018 (UK)
The UK's implementation of GDPR. ICO registration and data-protection fee, UK GDPR controls applied across the app, and records of processing activities kept up to date.
SOC 2 (Type II)
Independent assurance over security, availability and confidentiality. Controls are operated over a 3–12 month window and audited by an independent CPA firm, who issue the SOC 2 Type II report.
WCAG 2.2 AA / Accessibility
Accessibility for all users. The site and app are audited against WCAG 2.2 AA — aligned with the Equality Act, ADA and EN 301 549 — issues are remediated, and testing is carried out on an ongoing basis.
Built with Intreface
Four things every app gets as standard.
Customised to Fit
We build your applications to suit your individual requirements. We connect them to the tools you already use, then support you to develop and improve your applications.
AI Built-in
All apps have AI built in that makes your business run better, streamlining your processes, freeing up your team and helping you deliver a better experience to every customer.
Secure & Compliant
Your apps run on secure, managed infrastructure. Your data and your customers' data stay protected, and all apps are compliant with recognised industry standards.
Dedicated Support
Your Customer Success Manager learns your business to understand your needs and is available by phone or messenger to answer questions and provide advice.
Build Quote Tracker for your business.
Start from this template and customise it to your exact needs — hosted, secured and supported by our team.
FAQs
Quote Tracker — common questions.
What does Quote Tracker connect to?
Quote Tracker works with Bitrix24, DocuSign, Gmail and Stripe, and through Intreface it can connect to other CRM, project management, finance, document and communication tools you use.
Can we customise Quote Tracker to how we work?
Yes. Quote Tracker is a starting template — you can change the fields, logic, integrations and design to fit your exact process, with our team on hand whenever you need them.
Is our data secure?
Security is built into the architecture from the ground up, so your data and your customers' data are protected by a structured, proven approach rather than the gaps self-built apps leave behind.
Do you host and maintain Quote Tracker?
Yes. We host your app on secure, managed infrastructure with a staging environment and continuous backups, so it stays fast, available and protected with nothing for you to manage.
What support do we get?
Our team of experienced developers is on hand throughout. If you hit problems, or your app ever causes issues, we can step in to diagnose and fix them for you.
