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Turn an estimate into a numbered, branded quote. Your client approves with a signature, asks for changes or declines, from an email link or inside their portal.
A PDF goes out by email, the client replies “looks fine” three weeks later, and by then the price has moved and nobody can find which version was agreed. Quotes go cold because nobody is sure where they stand.
Every quote has a number, carries your details and ends with a signature, so you always know what was offered, to whom, and what they said.
Convert an estimate to a quote, or just send it, and it gets the next number (Q-0001, Q-0002 and so on). The quote is then locked, so what the client signed is what you hold. To change it, revise the estimate and send it as a new quote with its own number.
Set your company name, logo, address, phone, email, website, company number and VAT number once in Settings. They appear on quotes, estimates, invoices and in the client portal, so every document clearly comes from you.
Clients approve by drawing their signature and confirming their name, ask for changes with a short message, or decline with an optional reason. You are told straight away, and a request for changes shows on the estimate so you can revise it.
Send the quote by email, or open it in your own email app, and the client can respond from the link. It also appears in their client portal, where anything waiting for them shows in a notification bell.
When a client approves, a PDF with their signature, name and the time is saved against the quote. You and the client can download it, and it never changes afterwards.
Record whether each quote was won or lost, and the reason. Compare actual costs against what you quoted, so the next price is sharper.
No. They respond from a private link, or from their client portal link, with no password to remember.
Start your free trial and send your first signed quote.
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