// The situation

need to system where costumer requests quote and i get it back to him, if he aproves moves it on to sales Lead channels: Email. Inquiry volume: 50–200. Team size: 2–3.

The verdict · Jun 6, 2026

Yes.

You need a simple CRM — but specifically one with a built-in quote/document tool, not a generic sales pipeline.

Why

At 50–200 email requests a month with 2–3 people, you're past "shared inbox + spreadsheet" — that's roughly 2–10 quote requests per working day flowing through one mailbox. The actual workflow has four stages (request in → quote sent → customer approves → handed to sales), and the bottleneck you're solving is "did we send the quote, did they approve, who picks it up next." You need pipeline stages + a quote document the customer can accept, in the same place. Pricing is shown in USD/EUR because the IP suggests Poland — tell me if that's wrong and you want PLN figures.

What you actually need

  1. Pipedrive Lite (~$14/user/mo annual, EU billed in EUR + VAT) + Smart Docs add-on — Lite is the entry tier at $14/user/month on annual billing for basic deal tracking, and Smart Docs is a ~€32.50/company/month add-on that lets the customer e-sign the quote — which is exactly your "if he approves" trigger. Verify current EUR pricing at pipedrive.com/en/pricing before buying. Prices are VAT exclusive; VAT is billed to EU customers unless a valid VAT number is provided.
  2. HubSpot Free CRM as the free fallback for the pipeline only — but be warned: the free document tool is capped at 5 documents per account, file size 250 MB, and you can't remove HubSpot branding on the free tier, so it cannot carry your quote volume. Use it for stages + contacts and send quotes from elsewhere.
  3. Habit: a four-stage board and a 4-hour quote-out SLA. Stages = Request received → Quote sent → Approved → Sales. Anything sitting in "Request received" past 4 working hours gets a ping.

Do this today

Open Pipedrive's 14-day trial (free 14-day trial, full access), create one pipeline named "Quotes," and build exactly those four stages. Forward the last 7 days of quote-request emails into it as deals. 30 minutes, one person.

What to ignore

HubSpot Sales Hub Pro and Salesforce — both will be pitched for the "e-signature on quotes" angle, but HubSpot's Sales Pro caps you at 10 e-signatures per month per user and Enterprise at 30, which breaks at your volume. Also ignore Zoho One / "all-in-one suite" upsells — you have one workflow, not ten.

What doing nothing costs you

Quote requests sit unanswered in a shared mailbox while one of you assumes the other replied, and "approved" quotes never get formally handed off — so a real percentage of paying-ready customers go cold between stages. I won't invent a euro figure without your average ticket value.

Where this leaves you

The plan gives you three things: a single place every quote request lands, a sent quote the customer can click-to-approve, and an automatic handoff stage so "sales" knows what's live. The contrarian beat: most people in your spot buy a CRM and then bolt on PandaDoc — you can skip that whole second purchase if you pick a tool where the document lives inside the pipeline.

When to revisit this

When you cross ~250 quote requests/month or add a 4th person — at that point Pipedrive Advanced's email automations start paying for themselves.

What your setup would look like

1Leads in
email
2Capture
Pipedrive Lite ~$14/user/mo + Smart Docs ~€32.50/mo — verify pricing
3Pipeline
Request received ▸ Quote sent ▸ Approved ▸ Handed to sales
4Habit
4-hour quote-out SLA on new requests
5Revisit when
At ~250 requests/mo or 4th teammate
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