Send the quote as a page. Watch it come back accepted.
Your customer gets a link, not an attachment. They read the quote on whatever they are holding, ask a question in place, and accept it. You watch every step of that happen.
Free for 14 days, no card. Your customer never signs in.
Northwind Pools
Quote Q-1042 for Nadia Rahman
- Sent Mon 09:14
- Opened Mon 09:31
- Asked a question Mon 09:36
- Accepted Tue 08:02
Backyard pool, design and build
| Design and permit drawings | 1 | 4,800.00 |
|---|---|---|
| Excavation and shell | 1 | 22,400.00 |
| Tiling and coping | 48 m² | 9,120.00 |
| Total | $36,320.00 | |
That is the whole thing your customer receives. No login, no download, no version of the file sitting in someone's downloads folder going out of date.
Three things happen. You do two of them.
-
Write it
A quote is a document, so you write it like one: headings, photographs, columns, price lines, optional extras your customer can tick. Start from a template and the parts you write every time are already there.
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Send it
See the page exactly as your customer will, edit the covering email, then send. They get a link that works on a phone. You can send it to several people and set the date it stops being valid.
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Wait
The status moves on its own from sent to opened to accepted, and you get an email each time. Questions arrive on the quote itself, so the thread stays with the work it is about.
What you get, in the order you meet it.
While you write it
- Templates
- Keep a starting point for each kind of job, so the parts you write every time are already on the page.
- Saved price and text items
- Your usual lines and paragraphs, kept once and dropped into any quote.
- Optional and choose-one items
- Extras the customer ticks, or packages they pick between. The total follows what they choose.
- Cost, markup and margin
- Work out the price from your cost. Your customer never sees those figures, and neither does anyone on the Sales role.
- Smart tags
- Write the customer name once in the template and it fills itself in on every quote.
After you send it
- Live status
- Sent, opened, accepted or declined, with the time each one happened.
- Questions on the quote
- Your customer asks in place. The question lands on the quote and in your inbox.
- Versions
- Revise a quote you already sent. It becomes a new version with a new link, and the old one stays on record.
- Every quote has one, for the customers who still need a file.
- Zoho CRM, webhooks and the API
- Push accepted quotes into Zoho, call your own systems, or drive the whole thing over REST.
Here is our quote to you.
Set as a choose-one item, which is the same thing you can put in front of your own customers.
Quotseal
Quote DLV-001, prepared 7 September 2026
Choose one
-
Starter
- Unlimited quotes
- Up to 3 team members
- Quote templates and saved blocks
- Email support
$29 a month
-
Pro
- Everything in Starter
- Up to 10 team members
- Zoho CRM integration
- Webhooks and API access
$59 a month
-
Business
- Everything in Pro
- Up to 25 team members
- Priority support
$129 a month
- Due today
- $0.00
- First charge
- 21 September 2026
You pick your option any time in the 14 days, and you can change it or stop after that. Every plan quotes without limit.
Questions
Does my customer need an account?
No. They get a private link that opens the quote in their browser, on any device. Nothing to install, no password to remember.
What happens when the free trial ends?
You get 14 days with up to 3 people. Near the end the app shows a banner asking you to pick a plan. Everything you built stays where it is.
Can I still send a PDF?
Yes. Every quote has one, and your customer can download it from the same page. The link stays the version of record.
The customer wants a change after I sent it.
Revise it. The quote becomes a new version with a new link, and the old version stays on file so you can see what changed and when.
Can my team see my margins?
Only if you let them. People on the Sales role see quotes and contacts. Cost, markup and margin, settings, templates and items stay with Admins.
Will it fit the systems I already run?
Push accepted quotes into Zoho CRM, send webhooks to your own tools, or use the REST API directly. Contacts and price items import and export as CSV.
Everything else is in the help pages.