Quotes & signature

In short

A quote (devis) is prepared as a draft: everything can be changed. Then you issue it: it gets its number and its content stops changing. It then goes out for signature, and your customer signs it from their phone, without creating an account.

New here? Start with The life of a quote.

Preparing

• Writing a quote
• Lines and prices
• VAT on your quotes
• Mandatory statements
• Preview and PDF
• Variants and duplicates

Sending and signing

• Issuing a quote
• Getting a quote signed remotely
• After the signature (and the refusal)
• Automatic follow-ups