Quotes
Sections, bundles, items, free text: a quote is built the way you price.
E-signature
Get a quote signed online, no printer
Your client gets a link, opens the quote on their phone and signs. You're notified instantly and the quote flips to “signed”.
- Legally probative signature with audit trail
- Nothing to install for your client
- Instant notification on signature
- A signed quote converts to an invoice in one tap
How it works
Send the quoteFrom the quote, “Send”. Your client receives an e-mail in your colours.
They open the linkThe quote opens in their browser. Nothing to install on their side.
They signTheir identity is verified by e-mail, and an audit trail is kept with the document.
You're notifiedInstant notification, the quote flips to “signed”, and one tap converts it to an invoice.
Questions about e-signature
How does my client sign a quote?
They receive an e-mail in your colours with a link. They open the quote in their browser, read it and sign. Nothing to install on their side, and you're notified instantly.
Does the electronic signature hold legally?
Yes. It's performed by a specialised provider, with the signatory's identity verified by e-mail and an audit trail kept with the signed document.
What does the PDF my client receives look like?
A document in YOUR colours: your logo, your brand colour, your terms attached as pages. The eye button, top right of the editor, shows the exact PDF before sending.
In the documentation
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