Quotes and contracts ready to close the deal
We prepare estimates and contracts with your brand identity, ready for the client to sign.
Who it's for
Service providers with high ticket (>$2k)
A client making a big decision needs to see a professional document. A good quote converts more.
Businesses closing contracts in writing
A contract protects both sides. Without one, any misunderstanding becomes a fight.
Businesses with long-term projects
Multi-month projects need milestones, partial payments, clear conditions — all in the contract.
What's included
- Quote creation with your logo and colors
- Quote-to-sales-order conversion on acceptance
- Sales-order-to-invoice conversion
- Service agreement templates
- Draft review with commercial terms
- Organized filing by client and date
How it works
- 01
Project briefing
You send what's being sold, amount, timeline, and conditions. We handle formatting and delivery.
- 02
Quote sent
A professional document reaches the client. They can accept with one click or ask for revision directly in the platform.
- 03
Automatic close
Accepted? It becomes an order. Executed? An invoice. Paid? Reconciled. Zero rework.
Common questions about this service
Do you write contracts from scratch?
We don't draft from zero (that's lawyer territory). We use standard commercial templates and adapt them. For contracts with complex clauses, we recommend a specialized attorney — we can refer you.
Can I reuse the same template for many clients?
Yes, it's actually recommended. We create your standard templates in Zoho Books and you just personalize what changes per client.
Can clients sign electronically?
Yes. Zoho Sign is integrated and signatures have legal validity in the US (ESIGN Act).
Close more deals with less paperwork?
If you're still sending estimates in Word or WhatsApp, we professionalize it in 20 min.