Too often, a quote is seen as just a formality—a PDF file sent by email, another step in the sales process.

What if it became a true sales tool that works for you—even when you’re not actively managing it?

That’s exactly what the Interactive Quote™ enables: a modern, efficient, and engaging way to present your offers and move your sales forward.

What is an Interactive Quote™?

An Interactive Quote™ is an online, dynamic and engaging version of a quote. Instead of sending a static file, you share a live link that your client can view, interact with, and even approve directly.

With an interactive quote, your client can:

  • Easily navigate key sections
  • Select products, packages, or options
  • Approve the quote online
  • View embedded videos, images, or testimonials

In short: you guide your client through a complete, frictionless decision-making experience.

Traditional formats like PDFs, Word documents or Excel files come with major limitations that can slow down your sales process and negatively impact the client experience.

Loss of version control
Clients often refer to outdated versions of the quote found in old email threads, unaware that updates were made.

Lack of visibility into client behavior
Sales reps have no insight into whether the quote was opened, which sections were viewed, or if follow-up is needed.

Time-consuming manual management
Adjusting pricing, fixing errors, and sending reminders all require repeated, manual actions that slow down the process.

Lack of professional differentiation
Static quotes lack personalization and interactivity, which can weaken your brand image and perceived value.

Real benefits of an interactive quote

Clear and reassuring for the client
A clean, well-structured presentation makes the offer easier to understand and builds trust throughout the process.

Efficiently addresses questions
An interactive quote can include an FAQ, client testimonials, or a direct contact option—removing barriers to approval.

Real-time engagement tracking
You’ll know exactly when your quote is viewed and which sections attract attention—so you can follow up with precision.

Minimizes the risk of errors
All pricing, options, and terms stay up to date automatically, reducing confusion caused by outdated documents.

Works for you, 24/7
Clients can review, share, and approve the quote anytime—even outside of business hours—accelerating decision-making.

Key takeaways

  • Your quote isn’t just a file. It’s a sales tool.
  • An interactive quote helps you save time, elevate your brand, and close deals faster.
  • You no longer have to choose between efficiency and professionalism—you get both.

Real examples… with limitless potential

Here are two interactive quotes created with Centralio:

These examples highlight the flexibility of our platform, but it’s important to note that Centralio adapts to **any industry**.

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