Quotes

Quotes clients accept in one click.

Build a polished quote from the deal lines and send a link. The client opens it online, adds extras if they like, accepts and signs. You see every view.

A client page, not a PDF

Quotes work online and as PDF. Clients can ask questions right below the quote.

  • Your logo and colours
  • Online signature
  • Messages under the quote

Upsell inside the quote

Suggested extras sit below the quote. Clients add them themselves and the total updates instantly.

  • Suggested extras
  • Validity and reminders
  • Win flows to the deal automatically

Questions

Is the signature legally valid?

The online signature works for accepting quotes. ID card and Smart-ID signing can be added for contracts.

Can quotes go to accounting?

Yes. An accepted quote can be passed to your accounting software as an invoice.

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