Quoting &
Proposals

Customer fills a scoped form or your sales rep pastes notes. Required fields are validated, attachments collected, and line items extracted. The inputs the quote needs, guaranteed, every time.

Populates your branded template with line items, pricing tiers, discount logic, and terms. Outputs a clean PDF or hosted web page. Same look every time, zero typos, no copy-pasting old quotes.

Emails a personalized link to the customer. Electronic signature is handled through your e-sign provider (DocuSign, PandaDoc, or Dropbox Sign — your subscription, or we scope the tool into your setup). You get notified the moment it's signed. Works on mobile, no attachments lost, no printing.

Unopened after 3 days, reminder. Still open after 7, a check-in message. After 14, a nudge for you to call. Signed, the pipeline advances and the invoice queues up automatically.