What you can do
Create a quote
Creation flow from deal, project or from scratch.
Quote types
Classic, Clauses (contract), Sales Room (interactive).
Public link and signature
Secure sharing, PIN, qualified electronic signature.
Tracking and conversion
Customer events, metrics, conversion to invoice.
Use cases
- Software: SaaS quotes with Sales Rooms explaining pricing, FAQs, testimonials
- Consulting: Classic quotes with hourly or project-based lines
- Construction / maintenance: Clauses with SAL, customer signature
- B2B e-commerce: quick quotes from the price list with price negotiation
From quote to invoice
Roles and permissions
Sales reps (User) create and send quotes for their deals. Managers see the team. Admins manage templates, clauses, signature config.
Next steps
Create your first quote
Step-by-step walkthrough.