A quote can carry products from the catalog or custom work written for the customer. Add a name, description, quantity, unit price, discount, tax and the other commercial details the buyer needs to understand the offer.
The quote can remain linked to the lead, opportunity, customer and contact behind the sale, so the commercial document does not become a separate island from the CRM.
Quote totals can include discounts and tax, while each quoted product or service can keep its own pricing and discount information. The currency and exchange rate used can also remain with the quote when the sale is not in the workspace base currency.
Validity dates, notes and customer-facing terms keep the commercial conditions beside the price rather than in a separate email thread.
A quote can enter a pending-approval state before it reaches the customer signing flow. Lynka’s signing preparation explicitly blocks a quote that is still awaiting internal approval.
That gives the team a real checkpoint for pricing, tax, customer details or other terms without pretending internal approval means the customer has accepted the offer.
Quote revisions store numbered versions with a saved snapshot of the quote at that point in time. The current quote can change while previous versions remain available for reference.
That is useful when quantity, price, scope, discount or terms move during negotiation and somebody later asks what the earlier offer contained.
Generate a PDF from the quote while keeping the customer document separate from the editable sales quote.
For signing, the source PDF can be pinned to a signing session with a document hash so the document being accepted is the document the signing session was created for.
Lynka has public quote-signing support with expiring signing sessions, recipient details, viewed events, acceptance, rejection and signature evidence.
When a session is prepared, a draft quote can move to sent and the document is locked for that signing flow. New signing links can revoke older open sessions, which helps avoid several live acceptance links for different versions.
Quote status can distinguish draft, pending approval, sent, viewed, accepted, rejected and expired states. Acceptance is the customer decision, separate from the internal approval that may have happened earlier.
When the accepted sale is ready for billing, the quote can remain linked to the invoice created from that work.
Agreements reporting includes Quotes by Status, Quote Acceptance Rate, Quotes Expiring Soon and Quote-to-Invoice Conversion.
Those reports answer different questions: what is open now, what customers accept, what needs follow-up before expiry and how often sent quotes continue into billing.
Lynka treats a quote as part of the sale rather than a PDF at the end of it. Pricing, approval, revisions, the customer response and the eventual invoice can all stay connected to the same commercial record.
Yes. Quotes can use catalog products and custom work descriptions with quantities, prices, discounts and tax.
