Quotes & deals
From draft to signed deal — in minutes
Build quotes in your own brand identity, send them with one click, let clients sign digitally and convert them straight to an invoice. No more back-and-forth emails about versions.
14 days free · no credit card · live in 5 minutes
68%
Faster acceptance
3×
Less back-and-forth email
94%
Quotes viewed within 24h
500+
Teams live
Build fast
A professional quote in under 3 minutes
Pick a template, fill in your products or services from the catalogue, adjust the price and add a personal message. The system calculates VAT, discounts and totals automatically. No Word, no copy-paste.
- Reusable line items and a services catalogue
- Automatic VAT calculation (21%, 9% or exempt)
- Discounts, options and extras easy to add
Branding & identity
Your brand, not our template
Upload your logo, set your colours and choose your typeface. Every quote sent looks as though your graphic designer built it — including your own domain name in the share link. Clients get a premium experience, not a generic PDF.
- Fully white-label — logo, colours, typeface and URL
- Professional PDF and interactive online view
- Footer with company number, VAT ID and payment terms
Digital signing
Client signs on their phone, you see it live
Send a secure share link. The client opens the quote in their browser, reads it, adds any comments and places their digital signature. You get an instant notification — and the signed PDF is immediately available as legal evidence.
- Legally valid e-signature (eIDAS-compliant)
- Live status: sent → viewed → signed
- Automatic reminder for unopened quotes
Quote to invoice
Approved? One click and the invoice is ready
The moment a quote is signed or approved, convert it to a draft invoice with one click — all line items, amounts and client details already filled in. No double entry, no typos. Link a project to the deal for immediate time tracking.
- Quote → invoice conversion in one click
- Automatically create a project on acceptance
- Payment status and reminders in the same screen
More capabilities
Everything you need to win every deal
Track, automate and accelerate — your quotes work for you around the clock.
Quote tracking on the pipeline
Link every quote to a deal in your sales pipeline. See at a glance which quotes are sent, being viewed or waiting for a signature.
AI writes the draft
Type the brief and let the AI assistant generate a pitch text, summary or scope breakdown — you just review and hit send.
Variants & options
Offer clients two or three variants (basic / premium / custom) in one quote. They choose the option they accept — you see it instantly.
"Since we started using The Agency CRM for quotes, we've halved our turnaround time. The client signs on their phone, we get a notification and the invoice is ready in seconds. No more PDF version chaos over email."
Sanne de Vries
Owner · Studio Vonk
Compare
How we compare to PandaDoc
All the quote and e-signing power of PandaDoc — built straight into your CRM, without the extra subscription.
| The Agency CRM | PandaDoc | |
|---|---|---|
| Branded PDF quotes | ||
| Digital signature (eIDAS) | ||
| Quote → invoice conversion | ||
| CRM and pipeline built in | ||
| AI assistant for quote copy | Add-on | |
| Create project on acceptance | ||
| Monthly price | €49 (flat) | €49+ /user |
Discover more
Everything connected to your quote
Frequently asked questions
Yes. The e-signature complies with eIDAS (EU regulation). An audit trail is recorded with a timestamp, IP address and email confirmation — legally enforceable across the EU.
In the product
See it in action