Add-on NT$299/mo
Create quotes from deals, get answers online
Quotes pull in deal and company details, total line items live and number themselves. Share a link so customers can view, download a PDF, and accept or decline online — replies go straight to the timeline.
Common pain points
Quoting is where deals stall
- 01
Editing last month's Word file
Copy the previous quote, rename it — and forget to change the customer name.
- 02
Messy versions and numbers
Which one is the latest? Quote numbers keep clashing.
- 03
Silence after sending
Did they even open it? When should you follow up? No idea.
What you get
Quote, share, get a reply
01 / QUOTES
A professional quote layout
Item groups with subtotals, project discount, payment schedule, timeline, terms and signature blocks — print on A4 or save as PDF.
- Monthly numbering, e.g. Q2610-001
- Multiple currencies and tax rates
- Insert items from your service catalog
02 / QUOTES
Customers view and reply online
Create a share link and access code, send it over LINE, and let customers accept or decline online — no printing and signing.
- Protected by an access code
- Tracks how often it's opened
- Name recorded on acceptance
03 / QUOTES
Attached to deals and customers
Company, contact and deal pages have a quotes panel, and customer replies are logged to the timeline.
- Create from a deal in one click
- Locked once won
- Duplicate into a new quote
How to start
Quotes
- 1
Turn on Quotes
Subscribe under Plans & add-ons; 14-day trial included.
- 2
Set your company details
Add the details shown on quotes and default terms.
- 3
Create from a deal
Customer details fill in; just add line items.
- 4
Share with the customer
Send the link and code, then wait for their reply.
Try it yourself
Create a free workspace, then turn on the module under Plans & add-ons. Not sure it's a fit? Book a live demo.