Quotes that sign themselves
Each quote becomes an online proposal the client can sign. The team sees who really read it, and the CRM updates on its own.
Screens
Real interface. Fictitious or anonymized data. Client name withheld.
Context
A B2B payments company whose sales team sends quotes to business clients and follows them in Pipedrive.
The problem
Quotes were sent as attachments and the sales team never knew whether, or by whom, they had been read. Signing took days and the CRM was updated by hand.
The constraint
Quotes went out as attachments, so the sales team could not tell whether, or by whom, they were read. Pipedrive stays the CRM.
What we built
- A cockpit of the month's quotes: issued, read, signed, monthly revenue and time to signature, with the reading status and next step of each quote
- A quote sheet: amounts, editable lines, rates compared by bank, history (real reads, calls), call preparation and CRM synchronisation
- A client-side proposal on a phone: summary, choice of bank and electronic signature
How it works
Each quote becomes an online proposal. Real reads are tracked, the client compares rates by bank and signs electronically on a phone, and the deal in Pipedrive updates both ways. Prospects are enriched from a public company-registry API, and reminders go out by transactional e-mail.
What changed
The sales team sees who really read a quote and what the next step is, and the CRM updates by itself.
Related capabilities
- Custom business applications
- Business automation
- BuildHow a build runs: scoping workshop, three sessions, a system in production.
- RunWhat happens after launch: hosting, monitoring, fixes and new features.
Other systems we have built.
19 systems across hospitality, industry and services.
Real estate agency cockpit
Cash, signed deals and commissions in one place, replacing spreadsheets reconciled by hand each month.
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Agency profitability cockpit
Margin by client, production cadence and client approvals in one tool, instead of spreadsheets and chat threads.
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