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Lynka Agreements

Quotes and invoices without losing track of what was agreed.

When the price or quantity changes, keep the earlier quote and send the right version for approval. Then invoice the accepted work, record each payment and track what has been delivered.

Start FreeSee pricing
Quote builder
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

Commercial documents change. A customer negotiates the price, signs a later version, pays a deposit or receives only part of an order.

Lynka keeps quote versions, customer decisions, invoice balances, credits and fulfillment as separate records so the history is easier to read when somebody needs to check what happened.

View the agreements guide
OverviewQuotesApprovalsInvoicesCredits & fulfillmentQuote RevisionsPaymentsInvoice Fulfillment

Quotes with commercial detail

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

Quote builder
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

PDFs and customer signing

Generate the quote PDF, create an expiring signing session and record views, signature or rejection against the document.

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

Check the quote before sending it

Pause a quote for internal review before the customer can open a signing link.

Quote to invoice
Draft invoice
Converted from quote
Import from Quote
Finalize Invoice
Customer or Deal
BluePeak Trading
Due date
10/01/2026
Currency
USD
Line item
Qty
Unit
Tax
Line total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Items imported
Imported 1 line item from Q000271.
Import from Quote
Search quotes...
Q000271
Tunnel Lounge
USD 115.00
Ready
Q000289
Summit Advisory
USD 243.80
Expired
Q000257
BluePeak Trading
USD 1,352.57
Ready

Quote revisions

Keep earlier versions when the price, scope or terms change.

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
Credit note CN-0042
Customer
Customer account
Source invoice
INV-0187
Status
Applied
Reason
Returned line item
Applied to invoice balance
Adjustment
Amount
Original invoice balance
USD 900.00
Credit note
-USD 150.00
Remaining balance
USD 750.00

Know which quote was accepted and what is still unpaid.

Keep revisions, signatures, invoice balances, credits and delivery records clear when the sale changes after the first offer.

Start FreeSee pricing

Questions about Agreements

Can Lynka generate a quote PDF?

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

Next page
Follow a quote through invoice and payment
Also explore
Track delivery after the invoice is issued
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