Use cases · Sales
Send a quote your customer accepts from a link
A quote on your letterhead, accepted from a link, and the deal won.
- Best for
- Anyone who quotes: owners, sales people, account managers.
- You give it
- The deal: its lines, your catalog prices and the discount you agreed.
- Where it runs
- Chat, App
- Needs
- Any plan with the module on.
How it runs.
- The Agent drafts the quote from the deal.
- You approve it and mark it sent, which gives it its number.
- You share the link; the customer accepts under their typed name.
You get
A numbered quote with tax and a valid-until date, views of its link by device, and the deal moved to Won.
You decide
The draft is a card for your yes. Marking it sent waits for your yes unless you chose Full autonomy. Sharing the link is always yours.
Say it in the chat
Draft a quote for my deal with [customer], with the discount we agreed.
Change the words in brackets. Nothing is sent until you press Enter.
More for salesFor sales teams
- Quotes & invoicesQuotes, invoices and paymentsWhere this lives
- Turn a website request into a dealEvery request from your site arrives as a contact and a deal, with its owner.On its own
- Revise a quote after the customer asksSay the change, get the new revision.Chat
- Reply to a new request from your own addressThe first reply, drafted from the deal and sent from your mailbox.App · Chat
Give the Agent this job.
Start free, and see the result wait for your yes.