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Agreements / Quotes

Create the quote, get it approved, and give the customer one version to accept.

Price products or services, keep negotiation history, generate the quote document, send it for customer signing and carry accepted work into invoicing.

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OverviewQuotesApprovalsInvoicesCredits & fulfillment

Build the offer from products, services or custom work

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 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

Handle discounts, tax and currency on the quote itself

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.

Inventory valuation
Use color in the stage, not the UI itself.
Stock on hand
284 units
Committed
USD 18,400
Inventory value
USD 142,880
Average margin
34.2%
Profitability by product
Product
Revenue
Margin
Launch Kit
USD 92,000
41%
Support Add-on
USD 37,800
28%
Training bundle
USD 19,500
35%

Hold the offer for internal review before customer signing

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 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

Keep earlier versions when the customer negotiates

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.

Revision history
A focused audit story instead of a fake dashboard.
Version
Changed by
Status
V1
Jordan Lee
Sent
V2
Maya Bennett
Revised
V3
Olivia Hart
Approved
Latest changes
Most recent revision details.
Discount
Changed from 0% to 5%
Terms
Added annual billing note
Approver
Finance review complete
Sent
Sep 03, 2026 · 11:45 AM

Generate the quote document from the record

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.

Send a signable quote and record the customer response

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.

Carry accepted work into billing

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.

Measure what happens to the quotes you send

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.

A serious quoting system has to handle the messy parts too: the revised offer, the internal check, the customer who viewed but did not accept, and the exact document that was finally signed.

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.

Continue through Agreements

Agreements overview

Move customer work into quotes, invoices and payments.

Approvals

Move customer work into quotes, invoices and payments.

Invoices

Move customer work into quotes, invoices and payments.

Credits & fulfillment

Move customer work into quotes, invoices and payments.

Questions about Quotes

Can I quote products and custom services?

Yes. Quotes can use catalog products and custom work descriptions with quantities, prices, discounts and tax.

Lynka

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