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Lynka Agreements

Quoting, approval, signing, invoicing and delivery on the same sale.

Build the offer, generate the quote document, keep negotiation history, hold sensitive quotes for internal approval, collect the customer's decision, invoice accepted work, record payments and credits, and track product delivery separately from cash received.

Start freeSee pricing
Quote builder
Close-up on the builder instead of the full shell.
Q607204
Draft quote · USD
Adjust tax
Choose template
Customer or Deal
BluePeak Trading
Due date
09/15/2026
Currency
USD
Description
Qty
Unit
Tax
Total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Onboarding and setup
1
320.00
15%
USD 368.00
Tags & categories
Add tags...
Customer notes
Visible on the final document...
Totals
Subtotal
USD 1,496.15
Tax total
USD 224.42
Grand total
USD 1,720.57

A quote can change before the customer accepts it. A customer can sign one version and not another. An invoice can be paid in parts. A credit can reduce the balance without money changing hands. A product order can be invoiced before every unit is delivered.

Lynka keeps those events distinct while linking them to the same customer and sale. That gives Sales, Finance and Operations a clearer answer when somebody asks what was offered, what was accepted, what was billed, what was paid and what was delivered.

Quotes with real commercial detail

Add products or services, quantities, prices, discounts, tax, currency, validity, notes, cost and margin information to the offer.

Quote builder
Close-up on the builder instead of the full shell.
Q607204
Draft quote · USD
Adjust tax
Choose template
Customer or Deal
BluePeak Trading
Due date
09/15/2026
Currency
USD
Description
Qty
Unit
Tax
Total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Onboarding and setup
1
320.00
15%
USD 368.00
Tags & categories
Add tags...
Customer notes
Visible on the final document...
Totals
Subtotal
USD 1,496.15
Tax total
USD 224.42
Grand total
USD 1,720.57

PDF generation and customer signing

Generate the quote PDF, create an expiring signing session, record views, collect the customer's signature or rejection, and retain signing evidence.

Lynka
Leads
Deals
Activities
Notes
Search records...
Maya Bennett
Northstar Logistics
Jordan Lee
Northstar Logistics
Olivia Hart
Northstar Logistics
Maya Bennett
Qualified lead · Northstar Logistics
Contact
Email
Activity
Notes
Docs
Implementation timeline
Can we align the rollout for early next month?
Pricing review
Please send the updated proposal with the annual billing option.
Reply from Lynka
Updated quote sent. Next step is internal review.
Context
The relationship beside the activity.
Company
Northstar Logistics
Lead score
340
Opportunity
99.9%
Current page
/pricing

Internal approval

Keep a quote in pending approval so it cannot enter the signing process before the team's review is complete.

Quote builder
Close-up on the builder instead of the full shell.
Q607204
Draft quote · USD
Adjust tax
Choose template
Customer or Deal
BluePeak Trading
Due date
09/15/2026
Currency
USD
Description
Qty
Unit
Tax
Total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Onboarding and setup
1
320.00
15%
USD 368.00
Tags & categories
Add tags...
Customer notes
Visible on the final document...
Totals
Subtotal
USD 1,496.15
Tax total
USD 224.42
Grand total
USD 1,720.57

Revisions

Save prior quote versions when price, scope or terms change so the current offer does not erase the negotiation history.

Invoices sometimes need a correction after they have already been issued. Lynka handles that as a credit rather than rewriting the original bill or pretending the adjustment was money received.

Learn about Credit Notes
Quote builder
Close-up on the builder instead of the full shell.
Q607204
Draft quote · USD
Adjust tax
Choose template
Customer or Deal
BluePeak Trading
Due date
09/15/2026
Currency
USD
Description
Qty
Unit
Tax
Total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Onboarding and setup
1
320.00
15%
USD 368.00
Tags & categories
Add tags...
Customer notes
Visible on the final document...
Totals
Subtotal
USD 1,496.15
Tax total
USD 224.42
Grand total
USD 1,720.57

The signed offer, invoice balance and delivery record stay attached to the same sale.

Use Quotes for the offer, Invoices for the bill, Payments and Credits for the balance, and Fulfillment for what the customer actually received.

Start freeSee pricing
Quote builder
Close-up on the builder instead of the full shell.
Q607204
Draft quote · USD
Adjust tax
Choose template
Customer or Deal
BluePeak Trading
Due date
09/15/2026
Currency
USD
Description
Qty
Unit
Tax
Total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Onboarding and setup
1
320.00
15%
USD 368.00
Tags & categories
Add tags...
Customer notes
Visible on the final document...
Totals
Subtotal
USD 1,496.15
Tax total
USD 224.42
Grand total
USD 1,720.57

Questions about Agreements

Can Lynka generate a quote PDF?

Yes. Lynka can generate a customer-facing PDF directly from the quote.

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Inventory
Also explore
Accounting
Lynka

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