Quotes and signature
Prepare the quote in minutes, the customer opens it and signs online. You always know where it stands.
The quote
Lines from your catalog or written by hand, with the math already done.
Lines and sections
Products and price lists from your catalog, free lines, sections and notes.
Discounts and VAT
Discount per line or on the total, VAT per line, EU VAT number check.
Optional items
The customer adds options or changes quantities within the limits you set.
Templates and PDF
Start from a template with your terms, and download a PDF with your branding. In euros, dollars, pounds or Swiss francs.
The customer page
Every quote has its own page, in the customer's language.
Accept, decline or forward
The customer decides from the page, or forwards it to whoever needs to approve.
Know when they open it
We alert you the first time they open the quote, and when they're about to sign.
The signature
No printing and scanning: the customer signs from the quote page.
Electronic signature
The contract is locked as a PDF with a signing certificate.
Framework agreement
They accept your general terms once, and they apply to later quotes.
Clauses to approve
If you want, clauses that need specific approval are confirmed with a code sent by email.
Getting paid
Payment terms are already in the quote.
Bank transfer and deposit
Payment terms and deposit, with a list of payments to mark as they arrive.
Shopify payment link
If you sell on Shopify, the customer pays from the same quote link.
After the signature
Once the quote is signed, the CRM updates and whatever you set up starts.
Deal won
Once the quote is sent the deal moves forward; once paid it closes as won.
Order created
The accepted quote becomes an order.
Automations
A flow starts when the customer accepts, declines or pays.
Lia
Creates, fills in and sends quotes on request, and asks you to confirm before sending.
Part of one brain
Quotes use the same catalog and CRM data: products, prices and customer are already there.