When Allow partners to create quotes is enabled, partners can generate quotes directly from a shared deal using your CRM quote templates. This gives partners a structured, guided way to produce accurate and compliant quotes without relying on your internal team for manual creation.
You stay in control of how much autonomy partners have.
Using the Allow quote publishing setting in your pipeline configuration, you decide whether partners can publish quotes directly or are limited to creating drafts for your team to review and publish — giving you a built-in approval step where you want oversight.
This feature is part of the broader Quotes & Line Items configuration, where you can control line item visibility, editing, and quote access across shared deals.
How the Partner Quote creation flow works
Partners start by opening the deal detail in their shared pipeline and clicking "Add" in the quotes section. Introw will pre-populate buyer and seller details from the CRM data, and guides the partner through reviewing and adjusting line items (if editing is allowed), completing any required signature steps, and reviewing purchase terms and comments. Depending on your configuration, the partner then either publishes the quote directly or saves it as a draft for your team to publish. Once published, the quote is synced back to your CRM, keeping the deal record up to date.
1. End user or buyer information
Buyer details are automatically fetched from the associated deal using information from your CRM. This ensures the quote is issued with the correct customer data without requiring manual input from the partner.
2. Review and Adjust Line Items (if allowed)
Partners review the products or services included in the deal and can adjust line items if editing is enabled.
All products come from your CRM's product catalog, ensuring consistency and accuracy and the discount % are auto applied based on the product library configuration.
3. Signature Step (optional)
If required, the quote can include a signature step for the partner or customer before it can be finalized. This helps ensure the quote is enforceable and aligned with your approval rules.
4. Review Quote
Before publishing, partners can review the quote, including:
Quote title
Expiration date
5. Create a draft or Publish the Quote
Introw lets you control how much autonomy partners have over quotes through the Allow quote publishing setting in your pipeline configuration panel. When disabled, partners can only create quotes as drafts, leaving them for your team to review and publish. When enabled, partners can publish quotes directly themselves. This gives you a built-in approval step where you want oversight, and a faster, hands-off flow where you don't.
Once the partner saves the quote, it's created in your CRM and synced back to Introw, where it becomes part of the deal record.
All data is directly synced from Introw to your CRM including an activity note that the quote got created by the partner user via Introw PRM.
