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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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