Quotes and customers
Write the quote at the customer’s place from what you say, a few photos or a message. AI drafts it with your own prices, you adjust it, and the customer signs on their phone.
3 variantsBasic, Standard and Premium. The customer taps between them and sees their price.Basic, Standard and Premium
3 add-onsThe customer ticks them, and the price is added to the chosen variant.Ticked by the customer
Timeline
- CreatedTue 27 Oct 16:40
- Sent to customerWed 28 Oct 07:52
- Opened 2 timeslast Wed 28 Oct 19:42
The customer chooses
The customer opens the link without logging in, taps between the options, ticks add-ons and watches the total change. Then the customer signs on their phone.
- Opens the link
- With your logo, the options and the add-ons. You see when it has been opened.
- Signs
- On the phone. You can require a code by SMS or email.
- You are notified
- The quote is locked. If you set a deposit, it is invoiced now and deducted from the final invoice.
The customer’s quoteExample
- Demolition and disposal14 hours × 545.00 DKK7,630.00 DKK
- Plumbing: new drains and water pipes22 hours × 545.00 DKK11,990.00 DKK
- Electric underfloor heating 6.5 m² incl. thermostat1 set × 6,800.00 DKK6,800.00 DKK
- Wet room membrane and fitting1 set × 4,200.00 DKK4,200.00 DKK
- Tiles and tiling6.5 m² × 1,650.00 DKK10,725.00 DKK
- Wall-hung Geberit toilet with cistern1 pcs × 5,900.00 DKK5,900.00 DKK
- Shower set and thermostatic mixer1 set × 4,400.00 DKK4,400.00 DKK
- Washbasin with vanity unit1 pcs × 4,650.00 DKK4,650.00 DKK
- Total excl. VAT
- 56,295.00 DKK
- VAT 25%
- 14,073.75 DKK
- Total incl. VAT
- 70,368.75 DKK
How the customer sees the quote on their phone (in Danish there). Example built from the demo quote and its three add-ons.
From site visit to signed agreement
Quotes, change orders and the customer are linked, so the whole story sits in one place.
AI drafts it, you decide
Describe the job out loud or take a few photos. AI suggests lines and prices from your earlier quotes and products. Nothing is sent until you have seen it.
The customer signs on their phone
The signature is stored with the time and a fingerprint of exactly the document the customer saw. You can see when the quote was opened.
The customer has their own overview
A link without login to the customer’s jobs, quotes, invoices and warranties. You decide what the customer sees, and drafts are never shown.
Also included
What the customer signs is what they saw.
- Follow-upA reminder to the customer after 3, 7 and 14 days, if you switch it on.
- Locked after acceptanceAn accepted quote cannot be changed. Changes are made with a change order.
- Your terms includedYour terms and conditions go on the back of the quote PDF, so the customer gets one document.
- Customer cards by themselvesCreated when a customer books or gets a quote, and recognised by email and phone.
- Green grantThe quote shows the customer if the job may qualify for a green grant.
- Past customersFind the customers you have not worked for in, say, 6 months, and send them a text you have read first.
To Mette and Lars Kjeldsen · New bathroom
Change order TA-2026-001
Waiting for your signatureDuring the demolition we found an old cast-iron drain under the shower, which has to be replaced before the floor is closed.
- Replacing the drain6 hrs × 545.00 DKK3,270.00 DKK
- Floor drain and pipes1 pcs × 1,850.00 DKK1,850.00 DKK
- Subtotal
- 5,120.00 DKK
- VAT 25%
- 1,280.00 DKK
- Change order
- +6,400.00 DKK
- Agreed price so far
- 70,368.75 DKK
- This change order
- +6,400.00 DKK
- New total price
- 76,768.75 DKK
All amounts incl. VAT.
When extra work turns up
If something turns up along the way, you send a change order. Then there is no argument about the price afterwards.
- You send a change orderWith its own change order number and the new lines. It can also deduct, if something is dropped.
- The customer sees the whole priceThe new lines, the price so far and the new total, on the phone without logging in.
- The customer signsThe text refers to the Danish standard terms AB 18 and AB Forbruger, and the signature is stored as on the quote.
- Agreed price so far
- 70,368.75 DKK
- This change order
- +6,400.00 DKK
- New total price
- 76,768.75 DKK
All amounts incl. VAT.
Questions about quotes
If your question isn’t here, call 93 94 12 06.
Does the AI base the quote on my own prices?
Yes. The draft uses your earlier quotes and the prices in your product register. Each product line shows what you usually charge for the item.
Does a digital signature hold up?
The customer signs on their phone, and we store the time and a fingerprint of exactly the document the customer saw in one log. You can require a code by SMS or email for extra security.
Can I change a quote I have sent?
Yes, until the customer has accepted it. The quote gets a new version number, and if the customer tries to accept an old version, they are told to look at the new one. After acceptance the quote is locked.
Can the customer pay a deposit?
You can set a deposit on the quote. It is invoiced when the customer accepts and deducted from the final invoice.
Do I have to maintain the customer list?
No. The customer card is created when the customer books, gets a quote or an invoice. You can also import your customers from a file.