Function
Sending quotes and getting them digitally signed
Create professional quotes and contracts, send them digitally, and get customers to agree online.
No more emailing PDFs back and forth. You see when a customer opens your quote, and if they agree, you can trigger the next step immediately.
From quote to deal
Appear professional, close faster
Create a quote with the drag-and-drop builder, send it to your customer, and track real-time when they open it. The customer signs digitally, and the system can automatically move the deal into your pipeline.
- Templates: Start with a template or build your own layout in your corporate identity.
- Tracking: See exactly when the customer opens the quote and how long they look.
- Digital signature: Customers sign online - quickly, securely and legally valid.
- Automatic follow-up: After acceptance, the system can automatically send a confirmation email or move the deal to the next stage.
That way your customer knows exactly where he or she stands, without noise on the line.
Drawing effortlessly
No barriers for your client.
The easier it is to say âjaâ, the finer the start. With SolumFlow, your customer doesn't have to print or scan anything.
They simply open your proposal on their phone or laptop and use their finger or mouse to put a valid, digital signature. Is signed? Then the system can direct them to pay the first installment immediately.
Automatic follow-up
Quote sent? The system follows up on
After sending a quote, you don't have to wait and hope. The system can automatically follow up if the customer does not open the quote, or send a thank-you email as soon as they sign.
- Not opened: After 2 days automatic reminder.
- Opened but not signed: After 5 days, a friendly follow-up.
- Signed: Automatic confirmation email + deal moved to “accepted”.
You set the tone, SolumFlow monitors the process.
Overview of all your quotes
Always know what offers are open
In the quotation overview, you can see at a glance which quotations have been sent, which have been viewed, which have been accepted and which have expired. Filter by status, date or amount - and know exactly where you stand.
As soon as a client signs digitally, the document is automatically and securely stored in the client file. Everything neatly in one place, so your records are always in order.
Quotations & Contracts
- Professional quotations in your own house style
- Digital signature - legally valid
- See when the customer opens and views your quote
- Automatic follow-up after acceptance or rejection
