SilkQuote
Quote Builder & PDF Proposals for Salesforce
By SilkQuote
- Rating
- 4.0
- Reviews
- 4
- Pricing
- Free
- Listed since
- 2026
About SilkQuote
Frictionless Salesforce quoting for sales teams.
SilkQuote is a native Salesforce CPQ and quoting solution for small and mid-size sales teams. Design branded proposals, generate PDF quotes, collect e-signatures, and close deals faster without leaving Salesforce.
QUOTE TEMPLATES Build branded quote templates with a drag-and-drop editor. Dynamic field tokens pull live Opportunity, Account, and Product data. Conditional rules show or hide sections by deal context. Smart rules surface the right template automatically.
PDF GENERATION Generate print-ready PDFs from any Opportunity in one click or via Salesforce Flow. Quotes are versioned and stored on the Opportunity with a stale indicator.
E-SIGNATURE AND ACCEPTANCE Send prospects a branded link to review, sign, and accept their quote. No Salesforce login required. Responses log back to the Opportunity automatically.
PRICING AND CPQ Extend pricing without touching managed code. Use a custom Apex pricing engine or JavaScript plugin hooks. Supports bundles, line item grouping, and subtotals.
VALIDATION Configuration Validator detects issues before they reach reps. Native reporting and Approval Process compatible.
Highlights
- Branded Quote Templates & PDF Proposals Create polished, customer-ready quote PDFs and proposals with a flexible template builder inside Salesforce.
- Generate Quotes from Opportunities Turn Salesforce Opportunity and product data into accurate quote PDFs without manually copying data into Word, spreadsheets, or external tools.
- Branded Email Delivery Send quote emails directly from the Opportunity using branded email templates, with quote activity connected to the deal.
- Quote Version History Store every generated and sent quote version on the Opportunity so reps always know what the customer received.
- Fast Admin Setup Launch quickly with ready-to-use templates, simple branding controls, guided setup, and no full CPQ implementation required.
- Quote Tracking & Stale Quote Alerts Track quote status and help reps identify when a quote may need to be regenerated after deal or product changes.
- Optional Quote Guardrails Add simple bundles, discount controls, validation rules, and pricing checks when your team needs more structure than standard Salesforce quoting.
- Optional Buyer Quote Link & Online Acceptance Give prospects a secure link to review and accept a quote online, with no Salesforce login required.
- Optional Buyer Comments & Shared Resources Let buyers ask questions and access supporting materials like documents, videos, and links during the quote review process.
Screenshots
Image 1 of 5
Pricing
Free.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on February 16, 2026
- Industries
- High Tech
- Manufacturing
- Professional Services
- Languages
- English