What it does
Onpipeline connects contacts, leads, deals and activities with quotes and sales administration. Quote templates and approval rules keep offers tied to the deal. Paid per-user plans include unlimited contacts, deals, storage and pipelines, with a 14-day trial without payment details.
Configure the team's quote template and approval rule, then add items from the pricebook or enter them directly. For someone in several teams, the selected team determines the template and rules.
An approved or rejected quote needs Save new version before revision and another approval. A pending or signed e-signature request also needs a new version. The linked deal must be open, so reopen a won or lost deal before modifying its quote.
Plan allowances
| Plan | Selected allowance |
|---|---|
| Pipeline | Up to 200 invoices yearly |
| Standard | Quotes, e-signatures, 50 automations and 1,000 invoices yearly |
| Advanced | Portal, inventory, 100 automations and unlimited invoices |
Monthly and annual payment are offered; Enterprise is quoted. All users in an account share one plan. Try it Free opens a fourteen-day account without a card. Choose USD or EUR before subscribing because the currency cannot change during an active subscription.
Strengths
- Teams can use different quote templates and approval rules
- Approval and e-signature states determine how a quote is revised
Watch out for
- Changing a quote linked to a won or lost deal requires reopening that deal
Best for
- Sales teams managing quote revisions and manager approval within their CRM
Sources
- Onpipeline pricing and account access (Oct 27, 2026)
- Sales CRM beyond Pipeline Management | Onpipeline (Oct 25, 2026)
- Quote Template Setup - Onpipeline Help Center (Oct 25, 2026)
- Quote Management Overview - Onpipeline Help Center (Oct 25, 2026)