Pre-sale
All plansEstimates, quotes, or proposals, sent as branded documents by email and accepted on a tokenized link with a typed-name E-SIGN signature, linked to jobs and projects with billable time pulled in.
Document types
Choose the label that fits your business. Send the branded document by email for acceptance, and capture the customer's typed-name signature with an audit trail.
Jobs and time
Link an estimate to a job or project, and pull approved billable time into the estimate lines so quoted work reflects actual effort. The audit trail ties the accepted document to the records behind it.
Why Quoining
Quotes built in documents or a CRM get re-typed into the accounting system, and discrepancies follow. In Quoining the estimate lives alongside your AR, with pricing, items, and customer data in one place.
Want a closer look?
Walk through the workflow with our team. We'll show how it fits your books and answer questions on plan fit, migration, and rollout.
Questions
Yes. The acceptance flow runs on a tokenized URL, so the recipient doesn't need a Quoining login.
The estimate moves to accepted status with the acceptance recorded for audit.
Related
AR
Invoicing, recurring invoices, AR aging, ASC 326 allowance, statement runs, customer portal, credit notes, and multi-currency.
Read moreRevenue
ASC 606 arrangements with performance obligations, as-invoiced or ratable recognition, deferred revenue schedules, and recurring revenue intelligence on Enterprise.
Read moreStart a free account in minutes, see the plan that fits, or book a guided demo with our team.