Every compose surface (full compose, floating compose, inline reply) has a From CRM button next to AI Draft and the attach-file icon. Click it to open a tabbed popover with these block types:

• Quote — quote summary with total, expiry, and a “View interactive quote” CTA.
• 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, /deal, /contact, /meeting, /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.

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.