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Sales & Procurement

Turn a quote into a signed contract

Go from a priced quote to a proposal to a signed agreement, all in one flow.

The problem

  • Quotes, proposals, and contracts are often built in separate tools, so numbers and terms fall out of step.
  • Re-keying figures from a quote into a proposal introduces pricing errors that erode margin.
  • Deals stall while signed copies bounce between email threads with no clear final version.

The workflow

One licensed pipeline chains these steps end to end. Each step is a tool you can try free on the public site.

  1. 1

    Create an itemised quote with pricing, quantities, and terms for the customer.

  2. 2

    Wrap it in a proposal

    Business Proposal Generator

    Carry the quote into a structured proposal with scope, value, and commercial terms.

  3. 3

    Capture sign-off

    Sign PDF

    Add signature and date fields and collect approval from both parties.

  4. 4

    Protect the executed copy

    Protect PDF

    Restrict editing and copying on the final signed agreement before filing it.

Try it free, right now

Every tool in this workflow is free on the public site — no signup, nothing uploaded. Run the steps by hand to see the output, then license the automated pipeline for your team.

Why run it on-premise?

Customer pricing, discounts, and contract terms are processed inside your own environment rather than a shared cloud service, which helps protect commercially sensitive deal data. On-premise handling supports confidentiality terms with your buyers.

The Business suite ships as a self-hosted bundle that runs inside your own network, so the documents in this workflow never leave the building. See how deployment works.

Outcome

A consistent path from quote to signed, protected contract with pricing that stays in sync throughout.

Included in the Business license.

See licensing

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