Sales Feature
Send the quote.
See it opened.
Get it accepted.
Turn any deal into a quote page in your brand. Share it by link or e-mail, know when the customer reads it, and let them accept with one click.
Quote for Acme Ltd · valid until 30 Nov
CRM licence
25 × $40 · monthly
$12,000
Onboarding
1 × $1,500 · one-time
$1,500
Support
1 × $2,400 · −10% · yearly
$2,160
Total
$15,660
Why it matters
Your brand, not ours
Your logo, colours, and contact details on the page, on your own domain if you like. E-mails go out from your verified domain.
Know when they read it
See how many times the quote was opened and when. The deal owner gets a notification.
Accepted in one click
The customer enters their name and e-mail and accepts. Who, when, and from which IP address is recorded, and the deal can move to the stage you choose.
Only what the customer should see
Products, billing cycles, totals, your note, and the rep's name. Internal notes and lost reasons never appear. Change the items and the customer accepts again.
How It Works
Set up in four steps
- 1
Build the deal
Add products and a note for the customer.
- 2
Share it
Copy the link or send it by e-mail, WhatsApp, or SMS. Set a valid-until date.
- 3
Watch for the open
The deal shows when the quote is viewed.
- 4
Get the yes
The customer accepts online; the deal moves on.
Use Cases
Built for how your team sells
After the demo
The rep sends the quote right after the demo call and calls back when Hipcall shows it was opened.
Quotes over WhatsApp
A small business sends quotes on WhatsApp, where its customers already are. Acceptance comes back to the deal.
A change before acceptance
The customer asks for 5 more seats. The rep edits the lines; the customer sees the new total and accepts again.
FAQ
Frequently asked questions
No. The customer accepts by entering their name and e-mail; Hipcall records who accepted, when, and from which IP address.
Yes. Revoke the link, or let it expire on its valid-until date.
Yes, if WhatsApp or SMS is set up on your Hipcall account. E-mail and copying the link always work.
The quote opens in the customer's language.
Related features
Product Catalogue and Pricing
Products, line items, taxes, and MRR
Learn morePayment Tracking and Collections
Payment schedules, reminders, and overdue tracking
Learn moreSales Pipeline Management
Kanban pipelines with stage rules
Learn moreSales Management Software
From first call to final payment: pipeline, quotes, subscriptions, and collections.
Learn more