Quotes, contracts, and invoices — sending and getting paid
Send a quote for e-sign acceptance, request a contract signature, and collect payment via online invoice.
From a single deal you can send a quote for the customer to accept online, attach a contract for e-signature, and send an invoice they can pay by credit card — all without leaving the platform.
Sending a quote for e-sign acceptance
- 1Open the deal.
- 2In the right column, find the Quotes card. Click + Create Quote (or open an existing draft quote).
- 3Fill in the line items, quantities, and prices.
- 4Click Preview to see exactly what the customer will see.
- 5Click Send Quote. The customer receives an email with a link to view the quote online.
- 6On the quote page, the customer can review the line items and click Accept Quote to formally accept it.
- 7When they accept, you receive a notification and the deal can move to the next stage.
Sending a contract for signature
- 1Open the deal.
- 2In the right column, find the Contracts card. Click + Send Contract.
- 3Choose a contract template (you set these up in Admin → Settings → Contracts).
- 4The template auto-fills with the deal's organization name, contact, and value.
- 5Review the contract text and make any needed edits.
- 6Enter the signer's name and email address.
- 7Click Send for Signature. The signer receives an email with a link to sign online.
Once the customer signs, you can countersign from the contract detail page. Both signatures are legally binding e-signatures. The signed PDF is stored on the deal and emailed to all parties.
Resending a contract
If the customer has not signed after a few days, open the deal, find the contract in the Contracts card, and click Resend. This sends them a fresh reminder email with the same signing link.
Online invoice payment
- 1Create and send an invoice from the deal (see "Quotes and invoices" for full steps).
- 2On the invoice, click Send Invoice. The customer receives an email with a Pay Now link.
- 3They click Pay Now, enter their credit card details on a secure payment page, and submit.
- 4The payment is processed via Stripe. The invoice status updates to Paid automatically.
- 5A payment receipt is emailed to the customer and logged on the deal timeline.
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