QUOTE-TO-CONTRACT

Quotes that go out in minutes, not days.

Branded, consistent quotes from a catalogue — and when a client accepts, it converts straight into a contract. No re-keying, no second document, no waiting on whoever built the last one.

live preview
Quote-to-Contract preview
THE PROBLEM IT SOLVES

Quoting shouldn't be the slowest part of winning the work.

"Every quote looks different depending on who built it."

Hand-built quotes drift from the brand and from each other — inconsistent formatting, missing terms, different tone.

"We lose deals waiting on paperwork."

A slow quote is a cold lead by the time it lands. Speed is often the difference between winning and losing the job.

"Accepted quotes get re-typed into a contract."

The same details get keyed in twice, twice the chance of a mistake, and a delay the client can feel.

FEATURES & BENEFITS

Built to remove the friction, not add a step.

Catalogue-based line items

→Pull from a set catalogue of products, services, and day rates — so every quote is built from the same accurate source, not memory.

Flexible deposits & payment terms

→Set 0%, 25%, 50% deposits or a custom schedule per quote — so cash flow structure is decided once, not negotiated every time.

Live branded preview

→The client-facing document updates as you type — so what you send always looks considered, never rushed.

Instant conversion to contract

→An accepted quote becomes a signed contract in one click — so nothing gets re-typed and nothing gets lost in between.

OUTCOMES

What actually changes once it is live.

Quotes sent same day, not next week

Every quote looks consistent, every time

Zero re-keying from quote to contract

Faster yes, faster cash in the door

Try it yourself

See it build a real quote, live.

Add line items, toggle the deposit, watch the branded document update in real time — then convert it to a contract. Fictional company, dummy data, nothing saved.

Try the live demo → Configure it for your brand →
Quote-to-Contract live demo
WHAT IT CONNECTS TO

Fits into what you already run — doesn't replace it.

Accounting software

Accepted quotes can push straight into your invoicing system.

Your CRM

Client and deal records stay linked, not duplicated.

E-signature

Converted contracts can route straight to signature.

Email & calendar

Quote activity and follow-ups stay visible where you already work.

Exact connections are configured per client during the mapping stage — this shows the kind of systems we typically connect to, not a fixed list.

DESIGN & BUILD TIMELINE

A tool this focused doesn't need months.

01
Typically 2–3 days

Map it

Your catalogue, terms, and branding, captured in one short conversation.

02
Typically 1–2 weeks

Build it

Configured to your branding and catalogue, connected to the systems you chose.

03
Ongoing

Run it

Live, supported, and refined as your quoting needs change.

Timeframes are indicative and will be confirmed at the mapping stage — actual build time depends on catalogue size and how many systems it connects to.

An accepted quote is just the start.Pair it with a Client Portal so customers can track the job themselves, or Approvals & Sign-off to route it internally first.
Client Portal — coming soon Approvals & Sign-off — coming soon

Ready to see your plan?

The mapping conversation is free. You'll walk away with a clear picture of what this would look like for your business.