Everything you need from enquiry to signature.
No more re-typing line items into Word, no more 'just sending the quote' three days later.
Branded templates
Pulls from your products, pricing, and tone. Quotes go out looking like you sent them — not a generic PDF.
E-sign in one click
Customer taps once on phone or laptop. No DocuSign account, no per-document fees, no friction.
Auto-chase the unopened
Day 2, 5, 10 reminders go out automatically — unless the prospect opens or replies first.
Built-in CRM hooks
Quote sent → lead moves to Proposal stage. Signed → lead flips to Won. No manual updates.
Version history
See every revision side-by-side. Re-send the latest with one tap, never lose track of what was offered.
Conversion analytics
Open rate, sign rate, and time-to-sign per template — so you double down on what works.
Live and sending quotes inside a week.
Focused setup, no procurement gauntlet, no per-seat lock-in.
- Step 01
Map your offers
We capture your services, pricing tiers, and discount logic in one short call.
- Step 02
Brand the template
Logo, colours, tone, terms — quotes feel native to your business from day one.
- Step 03
Wire up CRM + e-sign
Lead stages, signing flow, and reminder cadence connected to your existing tools.
- Step 04
Go live
Send your first quote inside a week. We watch the first batch of opens and sign rates with you.
Built for businesses that quote constantly.
If your team is still pasting prices into emails, the engine recovers hours a week — and closes more of them.
Proposals for retainers and project work with clean line-item logic.
Statements of work with phased deliverables and milestone billing.
On-site quotes that get signed before the customer leaves the kitchen.
Tuition packages with custom session counts and tier discounts.
Common questions
Does the e-sign hold up legally?
Yes — uses standards equivalent to DocuSign and Adobe Sign, with audit trails per signature. Valid in Singapore, EU, and most major jurisdictions.
Can I customise the template?
Fully — logo, colours, layout, sections, and tone of the wrapping copy. We tune it with you during setup so it looks native, not boilerplate.
How does auto-chase work?
If the prospect hasn't opened the quote, reminders fire on day 2, 5, and 10. Once they open, the cadence pauses. You can override per quote.
Does it work with my existing CRM?
Out of the box with Cloud Flow Lead CRM. Other systems via webhooks — most modern CRMs support that without custom code.
Can I take a deposit at signing?
Yes, via Stripe. The customer signs and pays a deposit in the same flow. Optional — we can also keep signing free if you prefer to invoice separately.
Ready to stop losing quotes to silence?
Tell us about your typical quote shape and the channels you sell on. We'll come back with a recommended template, integrations, and timeline.