Send a quote they can
accept in one click.
Build a branded quote from your catalogue, send a link, and let the customer review, accept and e-sign in the browser. Line items, tax and expiry handled - and the deal updates itself the moment they say yes.
From line items to signed, without the email tennis.
Build from your catalogue
Pull products and rate cards straight in. Quantities, discounts and tax calculate as you type.
Share a clean link
Every quote has a public, token-gated viewer at /q. No PDF attachments, no login wall for the customer.
Accept + e-sign online
The customer reviews and accepts in the browser. The acceptance is captured and timestamped.
Expiry + reminders
Set a valid-until date so quotes do not linger. Status flips to expired automatically.
Live status
See sent, viewed, accepted or declined at a glance - no wondering whether they opened it.
Tied to the deal
An accepted quote moves the deal forward and feeds your revenue numbers. No double entry.
Quotes that close themselves.
The gap between 'sounds good, send it over' and a signed yes is where deals go cold. A quote your customer can open and accept on their phone closes that gap.
- One link to sendNo attachments, no version confusion - the link is always current.
- Instant acceptThey accept in the browser and the deal advances automatically.
- Always know where it standsViewed, accepted or declined - tracked on every quote.
Quoting FAQs
What is quoting software?
Quoting software lets you build branded quotes, send them as a link and have customers accept online.
- Build quotes from your product catalogue
- Add line items, tax and expiry dates
- Send a link and track when it is viewed
Clkly turns a quote into a living document tied to the deal, not a static PDF lost in an inbox.
Can customers accept and e-sign quotes online?
Yes - customers review, accept and e-sign in the browser without printing anything.
- Accept with a click and a signature
- You get notified the moment it is signed
- Status updates on the deal automatically
Online acceptance shortens the gap between sending a quote and closing the deal.
Related: Sales pipeline
Does an accepted quote become an invoice?
An accepted quote converts straight into an invoice, carrying its line items across.
- No re-keying totals or line items
- Keep quote and invoice linked for audit
- Move from won deal to getting paid quickly
Because quotes and invoicing share data, the quote-to-cash flow stays seamless.
Related: Invoicing · Sales orders
Turn every proposal into a one-click yes.
Branded quotes, an online viewer and e-sign acceptance - all built in.