The Quote
The Quote generates AI-priced proposals from a service catalogue and hands them off to The Contracts for signature.
What The Quote does
- Line-item pricing with service catalogue
- AI-suggested pricing from historical deals
- Multi-approver workflow
- Public quote view with accept button
- Convert accepted quote to contract in one click
Common use cases
- Agencies scoping fixed-price engagements
- Consultants sending SOWs
- SaaS teams building custom enterprise offers
Integrates with
- The Clients (quote attached to account)
- The Contracts (auto-generate on acceptance)
- The Projects (spin up project from won quote)
Frequently asked
Can prospects accept a quote without a login?
Yes — the public quote link accepts or rejects with a signature.
Does AI pricing consider our margins?
Yes, it uses your historical won deals and configured margin thresholds.
Related reading
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