Every compose surface (full compose, floating compose, inline reply) has a From CRM button next to AI Draft and the attach-file icon. It is the only CRM control in the toolbar: it is where blocks are inserted and, since the Quote tab gained its own action row, where a new quote is created as well. Click it to open a tabbed popover with these block types:

• Quote — quote summary with total, expiry, and a “View interactive quote” CTA.
• Booking: a “Book a time” button pointing at one of your booking pages.
• Invoice: invoice number, status, amount due, due date, and a link to view or pay it.
• Pay now: a payment button for an invoice that is still open. It is offered only when online payments are set up for your workspace.
• Deal — deal name, stage, amount, expected close date, next step.
• Contact — contact card (title, email, company).
• Meeting — most recent Google Meet smart-notes link.
• Template — your stored email templates.
• KB — knowledge-base article excerpts with “Read more” link.
• Snippet — your saved compose snippets.
• Signature — pick a non-default signature.

When the recipient is in your CRM, results auto-narrow to that contact's company first (so the most likely quotes / deals / etc. surface at the top).

For keyboard users, type / in the compose body to open a search palette. Available triggers: /quote, /invoice, /paynow, /deal, /contact, /meeting, /book, /template, /kb, /snippet, /signature, /times. Use ↑/↓ to highlight, Enter to select, Esc to close. The slash menu and the visual button share the same data and block builders.

If the quote you want does not exist yet, open From CRM, stay on the Quote tab, and use the Create a quote row at the top of the list. It opens the quick quote form over the message you are writing; save it and the finished quote block is inserted at the cursor, with the recipient's company and contact already filled in. There is no separate Create quote button in the toolbar any more, and nothing about the form changed when it moved.

The row is on both the full compose window and the reply you write inside a thread, so a quote can be written from either one. It is shown only to people whose role can create quotes; everyone else sees the Quote tab exactly as before, listing the quotes that already exist.

Each block is plain HTML with a data-crm-source="quote" (or similar) attribute so analytics can attribute opens / clicks to the embedded CRM entity. Quote blocks include a public-link CTA that records views in quote_activities.