Create quotes in Attio and get them signed
Turn any deal into a professional quote with line items and totals, send it for e-signature, and keep the signed copy on the record. All without leaving Attio.
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Documents generated to date
2,000+
Documents generated every day
How to generate quotes in Attio
01
Build template
Create a reusable quote template from a Google Doc or use one of our template automations.
02
Map your Attio data
Point merge fields at deal, company and contact attributes, and line items at a related object.
03
Generate
Open the relevant record in Attio and create the quote with the DocuPotion app in a couple of clicks.
04
Send for signature
Send the quote for e-signature and follow its status until it is signed.
Quoting that lives in Attio
Create a quote, send to the client and update the Deal stage. All without leaving Attio.
Build quotes with dynamic line items
Reps build line items from your product catalogue in Attio: pick the product, set the quantity and apply a discount, and formula attributes work out the price and amount. DocuPotion turns them into a line item table on the quote. A lightweight CPQ, all inside Attio.
Every quote saved on the record
Generated quotes and their signed copies are automatically uploaded to the relevant Attio record, so the whole team can see what was sent, when and whether it was accepted. No more digging through inboxes for the latest version.
Get quotes accepted with an e-signature
Send the quote for signature straight from the Attio record. Your customer gets an email, reviews the quote and signs it in the browser, with no account to create. E-signatures are included in every plan.
Automate it
Send quotes the moment a deal is ready
Add the DocuPotion Generate document block to an Attio workflow and quotes go out on their own. When the customer signs, a second workflow can move the deal forward.
Explore document automation- TriggerConnectedDeal moved to Quote stage
- GenerateQuote with line items
- Send & signEmail + e-signature
- Save & updateSaved to the deal + moved to Won
Step-by-step tutorial · about 15 min
Set up quoting from start to finish
Watch the full walkthrough: building a quote template with line items, mapping it to Attio, and generating and signing a quote from a deal.
Frequently asked questions
Does Attio have built-in quoting?
Attio does not create quote documents on its own. DocuPotion adds that through its Attio app: you design a quote template, map it to your deal data, and generate the PDF from any record.
Can I add line items to a quote?
Yes. Store your products or services in a related Attio object and DocuPotion loops over them to build a line item table, one row per item, with quantities, prices and totals.
Can customers accept a quote with an e-signature?
Yes. Send the quote for signature from the Attio record and your customer signs it online, with no account needed. The signed copy is saved back to the record automatically.
Can I create more than one quote per deal?
Yes. Generate as many versions as you need. Each one is uploaded to the Attio record, so you keep a full history of what was sent.
Can I turn a signed quote into an invoice?
Yes. You can generate an invoice from the same data with a second template, or use an Attio workflow to create the invoice in a billing tool like Stripe once the quote is signed.
Do I need a CPQ tool?
Not for most teams. If you need professional quotes with line items, totals and e-signatures, DocuPotion covers it inside Attio. Dedicated CPQ software makes sense when you need complex pricing rules or multi-step approvals.
Where are my quotes saved?
On the Attio record you generated them from. Every quote and every signed copy is uploaded to the record, and you can also save copies to Google Drive.
Send your next quote from Attio
Start a free trial, no credit card required. Set up your first quote template in minutes.