Sales
Your customer receives a link, views their quote on a dedicated page and accepts it in one click — no account, no printing, no scanning. You're notified instantly.
No credit card required
How it works
The quote is sent by email from your verified sender, with a customizable subject and message. The customer views the page, sees every line, accepts or declines with a stated reason — and you know when they opened it, what they decided, and when.
Logo, colors, footer, attached terms and conditions, "Approved for agreement" block, bank details: the quote looks like you and is legally sound — compliant mentions and numbering included. The PDF generates itself, identical to the preview.
Use cases
Detailed scenarios with figures, where this hub plays a central role: the starting situation, what gets put in place, what it shifts.
22 consultants, 45 proposals a month, and nobody whose job is to chase.
Discover Manufacturing4 branches, 12,000 references, 900 quotes a month — and a different price list for each customer.
Discover Manufacturing40 staff, 180 quotes a month, and 62 days to get paid.
DiscoverFAQ
Online acceptance is timestamped and tracked (opening, decision, reason) — solid prima facie evidence. Legally binding electronic signature is coming soon for uses that require it.
You're notified, the status changes to "accepted", and one click turns the quote into an invoice: lines, customer and mentions carried over automatically, no retyping.
Yes: sent, opened, accepted, refused with its reason. The reason is captured at closing, which turns a counter into a usable statistic.
Yes: the catalogue carries pricing per customer and per product family, along with discounts. The right price applies without looking it up elsewhere.
Yes, with a scenario: delay, message, channel, and a stop as soon as the customer replies or accepts. It is the most profitable follow-up, and the one most often forgotten.
Another question? Write to us — a human will answer.
Create your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.
No credit card required
