Quotes and e-signature
From quote to signature without printing a thing.
Create the quote from the deal, send it with your branding and have it signed online with an e-signature with evidence. Quote, contract and signature on the customer record, not in an Excel sheet.
No card required · Try everything, no limits
What you tell us
What isn't signed isn't paid.
“We make quotes in Excel”, “every customer has their own terms”, “we use too many tools”. It's what you tell us in meetings, and here's how Clientify quotes and signatures solve it.
Quote
Quotes come from the deal, not from a spreadsheet.
What we hear“We build quotes in Excel and each one takes a while.”
Add products from your catalog to the deal and the quote is created with your prices, taxes and logo. You send it from the CRM.
- Your catalog
The products and prices you already have saved.
- Taxes
Applied on every line, no manual math.
- On-brand
Your logo and your details on every quote.
- Service implementation1.800 €
- Annual maintenance960 €
- Team training · 2 sessions400 €
- VAT 21 %663,60 €
- Total3.823,60 €
Sent to Pablo RuizToday, 11:20 · with your logo
Awaiting signatureReminder scheduled
No Excel needed
- Products
- from your catalog
- Taxes
- applied
Signature
Signed from their phone, with evidence.
What we hear“We have to submit proposals on very tight deadlines and getting them signed drags on.”
Your client receives the document, opens it on their phone and signs with a one-time code. You see in real time whether they've opened it and when they signed.
- Enhanced signature
Enhanced simple e-signature, under eIDAS.
- In real time
You know if it's been opened, verified or signed.
- Evidence
Code, timestamp and document fingerprint.
Enhanced e-signature
- Code
- one-time
- Time
- stamp
Reuse
Every client with their own terms, without starting from scratch.
What we hear“Every client has different terms and we redo the contract every time.”
Save your contracts as templates and they fill in with the client's and the deal's data. You only change what's different.
- Templates
Contracts, agreements, rentals and consents.
- CRM data
Name, company and amount fill in automatically.
- By country
Variants for every country you sell in.
Fill in with one click
- Client
- data
- Variants
- by country
Their terms, no rework
You change what's needed and the rest fills in automatically.
Close
Sign sooner, get paid sooner.
What we hear“We use too many tools: one for quoting, another for signing and another for the CRM.”
Quote, contract and signature all live on the deal record. When it's signed, you win the deal and move on to invoicing without hunting for the document in your inbox.
- One tool
Quote, signature and CRM in one place.
- Deal won
The signature closes the sale in your pipeline.
- Everything on the record
Anyone on the team can find the signed document.
Signed documents on the record
Get paid sooner
What's signed today gets invoiced today, not next week.
Also included
So the signature never slows down the sale.
Everything you need so your clients sign the same day.
If they don't sign, you remind them without writing every time.
Contracts, agreements, rentals, quotes and consents.
Each signature keeps its code, timestamp and fingerprint.
See which are sent, accepted and pending.
What it costs
Quotes in your plan, and signature in the same place.
Quote, contract and signature, from your CRM.
From € / $39 a month per seat billed annually, or € / $65 month to month. With unlimited users and contacts.
See pricing →Create and send quotes from your deals, no separate tool.
You send for signature from the deal and the signed document returns to the client record.
See pricing →Your plan
From 39 € / $ a month
- Annual billing€ / $39 per seat
- Month to month€ / $65 per seat
- UsersUnlimited
- ContactsUnlimited
Quotes are included in your plan. The signature cost is on the pricing page.
Use data from
Your quote comes from what's already in your CRM.
And the signed document returns to the deal record.
Getting started
Your first signed document, this week.
Catalog, templates and sending.
- 1Load your catalog
Products, prices and taxes.
- 2Upload your templates
Your contracts with CRM fields.
- 3Send for signature
From the deal, in one click.
Before you decide
What people ask us before taking the step.
The questions that come up most in our sales meetings, with the short answer.
“Do the deal fields carry over to the document?”
The template fills in with the contact's, company's and deal's data. We review with you the custom fields you need.
“I want the quote to carry my branding.”
The quote carries your logo and your details. If you need a very specific format, we'll go over it in the meeting.
“I already have an invoicing tool.”
Quote and signature stay in Clientify. What we connect to your invoicing we review based on the tool you use.
“I sell in several countries with different taxes.”
You set up the taxes you apply and choose the one for each line. Signature templates support per-country variants.
“Is the e-signature legally valid?”
It's an enhanced simple e-signature under eIDAS, with a one-time code, timestamp and document fingerprint.
“My clients take days to sign.”
They sign from their phone in a couple of minutes, and you see whether they've opened it so you can call them right then.
FAQ
What people usually ask us before getting started.
Which documents can I send for signature?
Contracts, agreements, rentals, quotes and consents, among others.
How does the signer verify their identity?
With a one-time code, and the signature stores a timestamp and the document's fingerprint.
Can I try it for free?
Yes. Try Clientify for free and create your first quote from a deal.
Start today
Don't let signing slow down your sale.
Try Clientify for free and send your first quote from a deal.
No card required · Everything open from day one