Quotes

Quotes, Contracts & E-Signature

Build quotes and contracts in minutes — customers sign online.

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Problem

Building quotes takes days of copy-paste, pricing mistakes, and waiting on paperwork.

Solution

Template libraries, automatic pricing, merge fields, and instant e-signature links.

Capabilities

  • Ready-to-use product/service and vendor template library
  • Automatic price calculation from selected items
  • Contracts with merge fields and AI-assisted drafting
  • Customers sign online instantly via a link — no paperwork
  • Discounts, promotions, and installment plans
Benefit — Quotes in minutes, not days.

More features

CRM

CRM & Sales Pipeline

Every customer and deal in one visual pipeline.

Jobs

Job & Project Management

Visual queues, milestones, and profit visibility on every job.

Scheduling

Scheduling & Dispatch

One calendar for teams, routes, and field dispatch.

Inventory

Inventory & Ordering

Track pickups, returns, catalog, and vendor ordering.

Ready to level up how you run your business?

Customers, sales, quotes, teams, scheduling, inventory, and finances — all in one system.

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Looking for something else? See other Klaus Way products →