Digital quotes with mobile e-signature: how to close deals faster

Many deals aren't lost on price. They are lost on time: a quote that went out late, a PDF the customer has to print and scan, or a contract forgotten in an inbox. A digital quote with mobile e-signature shortens the path from "interested" to "signed".

What is a digital quote?

A quote sent as a link, that opens cleanly on a phone, and that the customer signs with a finger. No printing, no scanning, no "I'll send it tomorrow".

Why it closes deals faster

• The customer signs while they are keen. Right after the call, from their phone.
• You know what is happening. You see when the quote was opened and when it was signed, and know when to follow up.
• No copying mistakes. Details come straight from the customer card.
• The next step is automatic. After signing, a deposit payment link goes out.

What every quote should include

1. A clear breakdown of what is included, and what isn't.
2. The price, clearly marked as including or excluding VAT.
3. How long the quote is valid.
4. Payment terms and deposit.
5. A place to sign, and the date.

AI that drafts the quote

Instead of building a quote from scratch every time, an AI agent can draft it from the conversation with the customer and your price list, and you just review and approve. In WhatsApp bot vs AI agent we showed how an agent sends a quote straight on WhatsApp.

Quotes in E26

In E26, quotes, contracts and e-signature sit in the same operating system for your business as your customers and collections. The quote is built from the customer card, signed on a phone, and from there collection goes out on its own.

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