Quote and proposal software: prepare in minutes, get approval online
Select the products, enter the discount, send the PDF. The customer opens the quote from a link and approves it by typing their name. An approved quote becomes an order or an invoice with one click.
- Optional and alternative items
- Approval and rejection in the customer portal
- Documents in Turkish, German and English
Line editor
A quote is written like a table. When you start typing a product name, the product is found; price, unit and VAT rate come from the product record. If a customer-specific price or a quantity tier is defined, it is applied automatically.
- Line types: item, heading, text, subtotal, page break
- Optional items are left out of the total; alternatives are shown separately
- Line discount and document discount
- The currency is chosen for each quote
- Ready-made text blocks for introduction, notes and terms
PDF and email
The quote PDF is produced with your company letterhead. The email is sent from the software; the PDF goes as an attachment and, if you wish, the technical documents of the products are attached as well. The link in the email takes the customer to the portal.
- Classic or DIN 5008 letterhead layout, logo and footer
- Email text by document type and language
- Sending from your own SMTP account
- Log of the emails sent
Online quote approval
The customer opens the quote from a personal link, without signing in. To approve, they type their name; the time of approval and the IP address are recorded and your team is notified. A quote that is past its validity date cannot be approved in the portal.
- Approve or reject with one click
- A “viewed” mark when the customer opens the document
- Portal link as a QR code on the document
Revisions and follow-up
If the customer asks for a change, the quote is revised; the previous version is kept as “revised”. The list is filtered by year, month and status. Expired quotes are shown in red.
- Statuses: draft, sent, approved, rejected, expired
- Copying a quote
- Quote pipeline and win rate report
- Quote validity dates in the calendar
Conversion to order and invoice
An approved quote is converted to an order; the lines are not typed again. If you do not need the order step, the quote is converted directly to an invoice or a pro forma invoice.
- Keyboard shortcut: F2 converts to an order
- The quote and the document created from it stay linked
- Multi-currency: TRY, EUR, USD, GBP, CHF
Frequently asked questions
In which languages can I prepare quotes?
The document language is chosen for each quote: Turkish, German or English. If a translation of the product name and description is defined, it is printed on the document in that language.
Does the customer need an account to approve a quote?
No. The customer opens the quote from the link in the email and approves or rejects it by typing their name.
How are quote numbers assigned?
Numbers are generated in sequence for each company and year. The prefix, the number of digits and the next number are changed in the company settings.
Can I use my own quote design?
Logo, accent colour, letterhead layout and footer can be set. You can also upload an image of your own letterhead paper; documents are printed on top of this image.
Related features
Orders and delivery notes
Orders from quotes, partial deliveries, delivery notes and conversion to invoices.
Learn moreCustomer portal
Customers view their documents from a link, download the PDF and approve quotes online.
Learn moreInvoices and payments
Issuing invoices, partial payments, due date tracking, receivables ageing and receipts.
Learn moreCRM
Customer records, contacts, activity history, sales stages and quote tracking.
Learn moreTry it with your own data
All modules are open for 14 days. No card details are requested and nothing needs to be installed.
14 days free, no card required