Quote flow from draft to signature
From quote draft to signed order, the whole chain is digital. The customer gets a secure portal link, signs with name and email, and the order is created automatically in your ERP.
Structured quotes, with your design
Every quote is generated with your terms, your look and your attachments. Custom templates per customer or segment, all from the same engine.
Custom templates
Quote templates per customer, segment or job type. Your logo, your terms, your layout.
Attachments automatically
Drawings, material certificates, DoP and other attachments are generated and attached automatically.
Flexible delivery
The quote is sent via portal link, PDF by email, or both, per customer preference.
Delivery time from data
Delivery time is calculated based on current capacity and load, not a guess.
Customer portal with secure link
The customer opens the quote via a secure portal link, no login required. The full quote with all lines, attachments and delivery info shows directly in the browser.
- No customer login, just a secure link
- The quote is shown in a readable layout with all details
- Attachments available for download
- The customer can accept or request changes
Digital signature, legally binding
The customer signs with name and email directly in the portal. All signatures are logged with IP hash, timestamp and email confirmation. Fully traceable and legally binding.
- Signature with name + email
- IP hash and timestamp for traceability
- Email confirmation to both parties
- No account or app required
From signature to ERP, automatically
Once the customer signs, the order is created automatically and pushed to your business system via API. The estimator and customer get confirmation, no manual handling.
The order is created automatically on signature and pushed to your business system, no manual handling.
From first contact to finished order
The quote flow is the last piece of the platform. Once pricing is done and the customer approves, everything runs automatically.
Quote generated
Structured quote with lines, attachments and delivery time.
Portal sent
The customer gets a secure portal link by email.
Signed digitally
The customer signs with name + email.
Order pushed
The order is created and sent to ERP via API.
Keep exploring the platform
Read the guide How the sales manager streamlines the quote process to see the whole way from RFQ to accepted quote and where time is lost in the flow.
Experience the full quote flow
See how a quote is created, sent and signed, from start to ERP push of an accepted order.
Experience the flow