Classic
- Responses to formal requests (tenders, RFPs)
- Customers who expect a traditional document
- When qualified e-signature isn’t needed
- Single column layout
- Classic lines, subtotals, totals
- Header/footer with workspace brand
- Downloadable and printable PDF
Clauses
- Sales with detailed legal conditions (SLA, NDA, penalties)
- Regulated sectors (finance, construction, healthcare)
- When legally binding signature is required (FEA or QES)
- Multi-year contracts
- Manageable clauses: mandatory (must accept), optional (customer chooses)
- Qualified electronic signature via SPID (Italian digital ID), CIE, CNS, qualified certificate
- Advanced electronic signature via email OTP (less robust legally, often sufficient)
- Full audit trail: date, time, IP, device, document hash
- Each clause signed individually if configured
Sales Room
- Long complex consultative sales
- Software, SaaS, digital services
- When the buying decision involves multiple people (buying committee)
- To differentiate from competitors with a modern experience
- Configurable sections: rich text, video embed, case study carousel, pricing table, FAQ, team, testimonials
- Responsive design (desktop, tablet, mobile)
- Scroll or section navigation
- Granular tracking: time per section, clicks, videos watched
- Accept with click + optional signature
Quick comparison
| Classic | Clauses | Sales Room | |
|---|---|---|---|
| Format | Web + contract PDF | Interactive web | |
| Reading time | Short | Medium | Variable |
| Signature | No / Click | Qualified (QES) | Click |
| Best for | Formal responses | Contracts | Consultative sales |
| Customisation | Low (brand) | Medium (clauses) | High (sections, media) |
| Tracking | Open, download | Signature per clause | Granular per section |
Templates
For each type you can create reusable templates in Settings → Quotes → Templates. Save the structure, standard clauses, recurring Sales Room sections.Frequently asked questions
Can I change type after creating a quote?
Can I change type after creating a quote?
Only by duplicating. You can’t convert Classic to Sales Room while keeping original tracking.
Which type has the most legally robust signature?
Which type has the most legally robust signature?
Clauses with QES (Qualified Electronic Signature via SPID/CIE/certificate). Has the same value as handwritten signature under eIDAS regulation.
Do types cost differently in AI credits?
Do types cost differently in AI credits?
AI-assisted template generation may cost differently (Sales Room uses more). Manual quote creation is free.