Create the quotation
Choose the customer, add services and prices as line items, enable VAT, and set the validity period.
For quotes & engagements
From quotation to confirmed work
Create a professional quotation, save its layout as a template, send it with a PDF to your customer, and receive their acceptance with a digital signature.
For quotes & engagementsA clear workflow for everyday work.
In daily work
A quotation that stays traceable from the first line item to signed acceptance.
Save the layout as a template
Adapt the introduction, closing text, and document layout to your style, then save it for future quotations.
Send it with a PDF
Review the quotation, generate a PDF, and send it through configured company email with a personal message.
Receive digital acceptance
Customers open a secure quotation link, review the document, and confirm it with a digital signature.
Track status and engagement
See draft, sent, accepted, rejected, expired, or converted clearly. The acceptance time and signature remain documented with the quotation.
From quotation to the next step
After digital acceptance, the confirmed status, timestamp, and customer signature are documented with the quotation. Review the quotation, prices, and terms before delivery; sending depends on your email connection and permissions.
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