Smarter Sales Documents. Faster Deal Cycles :
- CRM-Connected Quotes & Proposals
- Automated Approvals, Tracking & Follow-Ups
Turn Sales Documents Into a Connected Part of Your Customer Journey
Kimgo helps businesses move beyond manually creating quotations, searching for customer information, sending disconnected PDFs, and following up through endless emails.
We connect proposals, quotations, invoices, customer records, products, pricing, approvals, and sales workflows within your CRM environment—giving your team one structured process from opportunity to customer approval.
Customer and opportunity information can flow directly into your sales documents, while standardized templates, approval workflows, automated notifications, and status tracking help your team respond faster, reduce repetitive work, and maintain complete visibility across every deal.
Everything You Need to Move From Proposal to Closed Deal
Branded Proposals & Quote Templates
CRM Data & Product Integration
Digital Approval & E-Signature Workflows
Invoices & Commercial Documents
Quote Status & Engagement Tracking
Automated Follow-Ups & Sales Workflows
Create Better Proposals. Get Faster Decisions.
From Sales Opportunity to Customer Approval
Kimgo builds your proposal and quotation process around your actual commercial workflow—from products and pricing to approvals, customer acceptance, invoicing, and CRM follow-up.
Structure Your Sales Documents
Define quotation formats, proposal templates, products, services, pricing structures, terms, conditions, validity periods, and branding requirements.
Connect CRM & Commercial Data
Link customer profiles, opportunities, products, services, quantities, pricing, discounts, and commercial information directly with your CRM records.
Automate Approval & Delivery
Configure internal approval flows, generate customer-ready documents, send proposals through approved channels, and automate notifications and follow-up activities.
Track, Convert & Optimize
Monitor document status, customer engagement, approvals, sales outcomes, and conversion performance while keeping every action connected to the opportunity pipeline.
Expertise
Kimgo combines CRM, sales automation, workflow design, system integrations, customer experience, AI, and custom development expertise to create a more connected quotation and commercial document process.
We help businesses replace disconnected spreadsheets, manual document preparation, repeated data entry, and unstructured follow-ups with a centralized workflow that connects customer information, products, pricing, approvals, proposals, quotations, invoices, and sales activities.
The result is a faster and more controlled sales process with greater visibility for sales teams, finance teams, managers, and customers.
Comprehensive Quote-to-Customer Solutions
From preparing the first proposal to receiving customer approval and creating the next commercial action, Kimgo connects your sales documents with CRM, automation, and business systems.
Build professional, brand-consistent proposals and quotations using reusable templates connected directly to customer and opportunity data.
Automatically populate client details, products, services, quantities, pricing, discounts, validity dates, commercial terms, and other deal information—helping teams prepare accurate documents faster.
Create a smoother approval experience for both your internal teams and customers.
Manage approval workflows, send documents digitally, track document status and customer engagement, capture electronic acceptance or signatures where required, and keep every action recorded against the customer opportunity.
Continue the sales process after customer approval without losing context.
Connect approved opportunities with invoices and commercial workflows, trigger tasks and notifications, update CRM stages, automate follow-ups, and integrate with ERP, accounting, payment, or other business systems according to your operational requirements.