Quotes and E-Signature in Your CRM: Close Deals Without the PDF Ping-Pong

The last mile of most deals still runs on Word templates, PDF exports and "just signing and scanning it back". Every day between verbal yes and signed quote is a day for budgets to freeze and champions to change jobs. Putting quotes and e-signature inside the CRM removes the gap.

From catalogue to quote in minutes

In LeadSignal CRM you build a product catalogue once — names, descriptions, prices. On any deal, you assemble a quote from priced line items: quantities, one-off and recurring charges, discounts. Because the quote lives on the deal, the amounts stay in sync with the pipeline and your revenue reporting.

The buyer link

Instead of an attachment, the buyer gets a hosted link: the quote, the line items, and a legally-typed e-signature box. No account to create, no app to install, works on a phone. You see when it's been opened; the deal updates when it's signed.

Why in-CRM beats a separate quoting tool

• One record of truth — the quote, the conversation and the deal stage live together; nobody reconciles a quoting app against the CRM.
• Automation hooks — quote signed → deal marked won → onboarding tasks created, via workflow automations. The handoff fires itself.
• Cleaner forecasting — line items roll up into pipeline value, so the forecast reflects what's actually on paper.
• One bill — a standalone e-sign tool is another £20–£40 per user per month you no longer need.

Availability

Products, line items, quotes and e-signature ship on LeadSignal CRM Growth (£197/month) and above, alongside multiple pipelines and the AI layer. See where quoting sits in the complete feature guide, or send your first live quote during the 14-day free trial.