Quotes clients sign,then pay a deposit.
Send a quote as a link. Your client reads it, signs by typing their name, and pays a deposit if you asked for one — then one press turns it into an invoice.
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flow.pexally.com/aster-vale/quotes
How it works
Quotes, step by step.
Send quotes clients sign online, with a deposit if you want one. These are the same steps you will see inside Flow, in the guide at the top of Quotes.
- 01Write it as a draftSay who it is for, what it includes and what it comes to, and give it a date it is good until. A draft has no reference and nobody can see it — change or delete it as often as you like.
- 02Ask for a deposit if you want oneYour client pays it by card or PayPal as they sign, so work can start the moment they say yes.
- 03Send itSending gives it a reference and your client a link. References have no gaps: they are handed out in the order quotes go out.
- 04Watch for OpenedThe quote moves to Opened the moment your client looks at it, so you know the difference between unseen and undecided.
- 05They sign on the linkTyping their name is the signature. It is kept with the time and a fingerprint of the quote exactly as it stood, so any later change shows as a change.
- 06Turn it into an invoiceOne press copies the lines they agreed to into an invoice — and only ever once, so a quote can never be billed twice.
- Your win rate — signed, waiting on them, and declined — is at the top of the page.
Why it is better in Flow
What makes Quotes different.
- Signed onlineA real record of agreement — name, time and the exact document — not an email saying yes.
- Deposits built inAsk for a deposit and your client pays it by card or PayPal as they sign.
- Know when it is readA quote moves to Opened the moment your client looks at it.
- Your win rateSee what is signed, what is waiting on them, and how many you win.
Questions
About Quotes.
Is a typed name a valid signature?
Flow stores the typed name with the time and a fingerprint of the quote as it stood when it was signed, so the agreement can be shown exactly. Whether that satisfies a particular law is for your own adviser.
Can a quote expire?
Yes — give it a date it is good until, and your client sees it.
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