Quotes are assembled in the editor from reusable line items and sent as a secure link — not as a PDF attachment that gets lost in a mailbox. The recipient opens it in the browser, comments on it, and accepts or declines it there.
Acceptance opens a signature dialogue, and the accepted quote becomes an invoice in one step.
Key Benefits
Faster deal closure — clients approve proposals online in one click, eliminating slow email exchanges
Legally traceable — automatic timestamps and digital signatures ensure full audit trails for every deal
Less manual work — approved offers convert directly into invoices, projects, or tasks with zero re-entry
Professional client experience — interactive proposals with item selection and commenting build trust and clarity
Estimates
A price before the work is scoped
An estimate is the step before the quote: a figure the customer can react to, with the same line items and the same route into an invoice.
Estimate request form
Let people ask for a price themselves
A public form through which prospects request an estimate. The request lands in the system as an estimate to be priced, not as an email to be transcribed.
Contracts
Terms, value, and a warning before it runs out
Contract types, start and end dates, contract value, attachments, contract templates — and an expiry warning before the term ends, so a renewal is a decision rather than an oversight.
Digital signature
Sign in the browser, no account needed
When a customer accepts a quote or a contract, a signature dialogue opens in the browser. The signature is stored with the document.
This is a documented signature, not a qualified electronic signature under eIDAS.
Expiry date
A quote that closes itself
A quote carries an expiry date and lapses on its own. Nobody has to chase it, and no customer accepts a price that is six months old.
Use Cases
Freelancers
Freelancers can send polished, professional proposals to potential clients in minutes. Clients review and approve online, sign digitally, and the job can be converted to a task or invoice automatically — saving hours of admin work per project.
Small Businesses
Small business owners can manage their entire sales proposal workflow in one place. Send offers, track client responses, collect digital signatures, and turn approved proposals into invoices — all without switching between tools.
Agencies
Agencies handling multiple clients and complex scopes can break proposals into selectable items, letting clients choose what fits their budget. With timestamps and digital sign-off, approvals are documented and projects can launch immediately.
FAQ
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