Quotes and e-signature

Send quotes and proposals that customers can sign in a minute

Draft an estimate or proposal from the customer's contact record, email a private review link from your own domain and let them accept by typing their name. The signed document stays on the contact, linked to the invoice and deposit that follow.

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In short

Quotes & Proposals in SaaSVisionary: Estimates and proposals with e-signature, linked to invoices. It is part of one platform that combines CRM, business phone, AI receptionist, messaging, automation and payments for small businesses and agencies. Quotes, proposals and typed-name e-signatures are included from the Pro plan, where email delivery through your own Mailgun account is available. Every plan includes unlimited contacts and a 14-day free trial.

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3Document types: proposals, estimates, contracts

0Accounts or downloads needed to sign

4Payment structures on linked invoices

1Contact record for quote, signature and payment

Why it matters

PDF quotes disappear into silence

A quote built in a word processor and sent as an attachment gives you no signal. You can't tell whether it was opened, the customer has to print or scan to accept it, and the signed copy rarely connects back to an invoice. Separate e-signature subscriptions add cost for a single button. Keeping quotes in the CRM closes the loop.

What you get with Quotes & Proposals

Proposals, estimates and contracts

Draft and edit commercial documents with the contact's details already filled in. Nothing is sent until you're happy with it.

Private review links

Customers receive an email from your own domain through your Mailgun account, with a link only they need. No login, no app, no attachment.

Typed-name e-signature

The customer accepts by typing their name. SaaSVisionary stores certificate data and a document history, and the signed record can't be edited afterward.

Quote to invoice in one step

Once it is signed, turn the proposal into an invoice and take a card deposit on your own Stripe account.

Flexible payment terms

Invoices support one-time, recurring, installment and scheduled charges, so the payment matches what the customer agreed to.

Everything on the timeline

Quotes, signatures, payments, calls and messages appear together on the contact's activity feed, alongside tasks with priorities and due dates.

Automated quote follow-up

Use workflows to remind customers about unsigned quotes after a few days and to send a thank-you and next steps once they accept.

How it works

Up and running in 4 steps

01
Draft from the contact
Open the customer's record, create a proposal or estimate and add your scope, line items and terms.
02
Send a review link
Email the document from your own domain. The customer opens it in the browser without creating an account.
03
Collect the signature
The customer types their name to accept. Certificate data and history are saved, and the document locks.
04
Invoice and get the deposit
Link the signed document to an invoice and take the first payment by card, all from the same record.

Made for single-customer agreements

Quotes and proposals in SaaSVisionary are designed for one buyer accepting one document, like a kitchen remodel estimate from Oakline Builders or a monthly retainer from a marketing agency. It isn't built for multi-party signing with counter-signatures or routed signer order.

One recipient accepts with a typed name
Certificate data and full document history stored
Signed records are locked and linked to payment

Add-ons when you need more

The core quote and signature workflow works on its own. If you want more, an optional AI proposals add-on (paid, activated by our team on request; ask support for pricing) adds a price book, financing options on documents and one-click conversion to invoices.

Optional one-time purchase, available on any plan
Core documents and signatures don't require it
Group invoices and payment plans available on every plan

Plans & availability

Quotes, proposals and typed-name e-signatures are included from the Pro plan, where email delivery through your own Mailgun account is available. Invoicing and payment plans are included on every plan. Card payments run on your own Stripe account.

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FAQ

Quotes & Proposals: frequently asked questions

What is quote and proposal software?

Quote and proposal software helps you create estimates, proposals and contracts, send them to customers and collect acceptance online. In SaaSVisionary those documents are created from the contact record, signed with a typed name and linked directly to invoices, so the sale, the paperwork and the payment stay together.

Is the e-signature legally binding?

Typed-name electronic signatures are widely accepted for many business agreements, and SaaSVisionary stores certificate data and a document history for each acceptance. Requirements vary by country and document type, so check with a legal advisor for contracts where specific signing rules apply.

Can SaaSVisionary replace DocuSign?

For single-customer quotes and agreements, often yes. The buyer types their name to accept and the record is stored with certificate data. It doesn't support multi-party signing with counter-signatures or routed signer order, so complex agreements with several signers may still need a dedicated tool.

How do customers receive and sign a quote?

They get an email from your own domain, sent through your connected Mailgun account, containing a private review link. They open it in any browser, read the document and accept by typing their name. They don't need to create an account, install software or print anything.

Can I collect a deposit when a quote is accepted?

Yes. A signed proposal can become an invoice straight away, paid by card into your own Stripe account. Invoices can combine an upfront deposit with scheduled or installment payments, and workflows can send the invoice automatically once the customer signs.

Which plan includes quotes and proposals?

Quotes, proposals and e-signatures are available from the Pro plan. Invoicing and payment plans work on every plan. Every plan includes a 14-day free trial, so you can send real quotes to real customers on Pro or above before paying.

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