Apps
Quotes & Contracts
Quotes & Contracts
Free
Finance & Billing
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Contract Status — : track draft, sent, viewed, negotiation, accepted, rejected, expired, and withdrawn states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
Integrations
Quotes & Contracts works great with
Bundles
Quotes & Contracts is included in these bundles
Agency Bundle
Everything agencies need to manage clients, projects, and billing.
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