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Quotes & sales proposals

Polished proposals, sent in minutes.

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crm.quotes

What you gain

A quote often takes too long: copying prices, recalculating, formatting, sending, chasing. The Quotes & proposals module produces professional documents from your catalogue, tracks when the customer reads them and moves straight on to signature and payment.

  1. 01 More time to sell Lines, discounts and totals calculated automatically.
  2. 02 A professional image On-brand documents, with annexes and terms included.
  3. 03 Precise tracking You know when the customer opens your proposal.
  4. 04 A fast close E-signature and online deposit right away.

Features

Quotes & sales proposals

01
Fast editing from the catalogue

Add a product, the rest follows.

Lines are filled in from your catalogue: description, unit, price, VAT. Line or global discounts, optional lines, notes and annexes are added in one click. Totals recalculate live.

What it enables

  • Instant product search
  • Line discounts and a labelled global discount
  • Lines included in the proposal or not
  • Notes, annexes and special terms
02
Documents that look like you

Your layout, your legal notices.

Every document uses your logo, colours, terms and conditions and mandatory notices. Several companies or brands can coexist, each with its own templates.

What it enables

  • Custom document templates
  • Configurable numbering (prefix, format)
  • Terms and annexes attached automatically
  • Multi-company and multi-brand
03
Versions, validity and contracts

From provisional to final, with no confusion.

Every change creates a new version, and the history stays available. A validity period is shown on the document. On acceptance, a frozen copy is kept and can become the final contract.

What it enables

  • Successive versions and comparison
  • Validity date and expiry alerts
  • Frozen copy on acceptance
  • Provisional quote → final contract
04
Sending and read tracking

You know when to follow up.

The quote is emailed from the tool with a suitable message template. The customer views it online through a secure link: every opening is recorded and can move the deal forward automatically.

What it enables

  • Email sending with templates
  • Online viewing by the customer
  • Opening history
  • Automatic follow-up if there's no reply
05
Online signature and deposit

The customer says yes, everything follows.

The customer signs electronically and pays the deposit from the same link. The quote status, the deal stage and the deposit invoice update without any manual step.

What it enables

  • Legally valid e-signature
  • Deposit paid by card or bank transfer
  • Status updated automatically
  • Order and deposit invoice created

Example Signed at 9 pm on a phone: by the next morning, the supplier order is ready.

06
Internal approval flow

The right margins, before sending.

Above a discount threshold or below a minimum margin, the quote is submitted for approval. The manager approves or comments in one click.

What it enables

  • Discount and margin thresholds
  • One-click approval
  • Internal comments hidden from the customer
  • Approval history

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

Quote, offer, sales proposal, provisional then final contract: we reproduce your documents, your legal notices, your annexes (VAT rates, usage rights, terms of sale) and your approval flow. The document template faithfully mirrors your layout.

Integrations available

Compatible with the tools you already use.

E-signature
  • SignWell
  • Yousign
  • DocuSign
Online payment
  • Stripe
  • PayPal
  • Mollie
  • Alma
Email
  • Microsoft 365
  • Outlook / Exchange
  • Gmail
Documents
  • PDF
  • Word
  • Google Drive
  • OneDrive / SharePoint

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

crm.pipelinePipeline & opportunitiesEvery deal in its place, every stage under control. crm.pricingPricing & marginsThe right price, the right margin, on every quote. erp.catalogProduct catalogueA rich, accurate catalogue, shared everywhere.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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