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Apps

Quotes & Contracts

Quotes & Contracts

Free
Finance & Billing
Quote documents, digital signatures, contract analytics, and client-ready pricing proposals
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What This App Owns

Quote Documents — : rich note-based documents for proposals, scopes, and agreements

Pricing Tables — : line items, totals, and reusable pricing blocks inside the editor

Signature Workflow — : send documents for review and collect digital signatures

Client Portal — : share branded quote links for viewing, signing, or responding

Contract Status — : track draft, sent, viewed, negotiation, accepted, rejected, expired, and withdrawn states

Quote Workspace — : browse quote documents from a dedicated sidebar inside the app

Contract Dashboard — : monitor pipeline, signature progress, acceptance trends, and outstanding follow-up

Contract Reports — : review quote performance, lifecycle distribution, and activity over time

AI Assistance — : generate scope text, deliverables, and terms directly in quote blocks

Typical Workflow
1

Draft: build a quote or proposal in the note editor

2

Review: add pricing, recipients, timing, and terms

3

Send: share the portal link or email the quote to the recipient

4

Sign: capture digital signature and acceptance details

5

Freeze: keep the accepted quote as the signed commercial source of truth

Built For

Agencies — : proposals, scopes, and signed client approvals

Consultants — : project estimates, statements of work, and service agreements

Freelancers — : polished quotes with pricing and signature capture

Professional Services — : custom contract documents with negotiation history

Works Great With

Notes — : quote content lives in document entries powered by Notes

Contact Manager — : pull client context into proposals and contracts

Invoicing — : keep invoices, payments, tax settings, and revenue operations in a separate invoicing workspace

Screenshots

App screenshot 1
Screenshot 1 thumbnail
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Integrations

Quotes & Contracts works great with

Contact Manager

Pull client details into quotes and contracts

Invoicing

Handle invoices, credits, and revenue reporting in a separate Invoicing app

Bundles

Quotes & Contracts is included in these bundles

Agency Bundle

Everything agencies need to manage clients, projects, and billing.

5 apps included

Finance & Billing

More Finance & Billing apps

Cashflow Manager

Track cash position, see projections, and stay ahead of upcoming payments

Free

Invoicing

Invoices, payments, taxes, and revenue reporting

Free

Asset Manager

Registry for infrastructure assets, provider sync, current cost, and health fields

Free

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