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Plugins

Quotes & Contracts

Quotes & Contracts

Free
Finance & Billing
Quote documents, digital signatures, contract analytics, and client-ready pricing proposals
Get StartedWatch Demo

Interactive preview

Ready to Simplify Your Work?

Install your first plugin in 30 seconds. No credit card required.

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Contract Status — : track draft, sent, viewed, negotiation, accepted, rejected, expired, and withdrawn states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

3

Service Agreement \u2014 Q2 2026

1 of 3 signed

M

S

Signature Progress

1/2

Signers

M

Marc Adam

CEO, Acme Inc.

S

Sarah Chen

VP Sales, Partner Co.

Audit Trail

Document created

Apr 1, 9:15 AM

Sent for signature

Apr 1, 9:16 AM

Viewed by Sarah

Apr 1, 10:42 AM

Signed by Marc

Apr 2, 2:30 PM

Reminder sent to Sarah

Apr 3, 9:00 AM

Signed by Sarah

Apr 3, 9:02 AM

Remind

PDF

Service Agreement

Contract #SA-2026-042 | Effective: April 5, 2026

Party A

Acme Inc.

123 Business Ave, Montreal

Party B

Partner Co.

456 Commerce St, Toronto

1. Scope of Services

2. Payment Terms

Item

Qty

Rate

Total

Platform License

12 mo

$2,500

$30,000

Implementation

1

$8,000

$8,000

Training

3

$1,200

$3,600

Total

$41,600

Signatures

Signed

Marc Adam

CEO, Acme Inc.

Pending

Signed

Sarah Chen

VP Sales, Partner Co.

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 plugins included

Finance & Billing

More Finance & Billing plugins

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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