Quotes and invoicingBeta

Your quote comes back signed, not lost.

Build the quote on a client from your CRM, send it as a private link and your client signs it with a finger on their phone. Once accepted, you turn it into an invoice in one click and track every payment.

Get started free See the benefits

Signed from a phone
Private link, no accounts
Invoice in one click

1440 × 900Your quote comes back signed, not lost.

From quote to payment

From proposal to signature to payment tracking.

The document goes out under your brand, gets signed online with evidence of who and when, and every milestone writes itself into your CRM. No more chasing signatures over WhatsApp.

One editor for quotes and invoices

Client, line items and details on a single screen, with subtotal, taxes and total recalculated as you type.

Lines with quantity, price and their own tax rate, up to 100 per document
The recipient comes from your client base: zero duplicated data
Create a new client without leaving the editor
Sequential numbering: QT- for quotes, INV- for invoices
Save the draft, edit it and delete it right up until you send

1200 × 900One editor for quotes and invoices

Invoices with collection under control

Generate the invoice from the signed quote or from scratch, and log every payment until the balance reaches zero.

One click turns the accepted quote into an invoice, retyping nothing
Full or partial payments, with method, reference and date
Total, paid and outstanding balance visible to your client too
Cards for outstanding, overdue and collected this month
Invoices past their date mark themselves overdue

1200 × 900Invoices with collection under control

The document's numbers

The same limits on every plan, sized so no proposal ever falls short.

Lines per document: 1 to 100
Tax per line: 0 to 100%
Quote states: 6
Quotes and invoices: Unlimited
Currency: USD

1200 × 900The document's numbers

Your funnel updates itself

Every milestone writes itself into the opportunity and the client record, with nobody dragging cards by hand.

Quote straight from an open opportunity, contact and amount already filled
On send, the opportunity moves to proposal and the date is stamped
On signature, it's marked won with the real quoted amount
If declined, it closes as lost with your client's reason
Sending invoices and logging payments leave their trace on the same record

1200 × 900Your funnel updates itself

At a glance

Everything else it brings.

SHA-256

What gets signed stays sealed

On send the whole document is frozen and its fingerprint stored, so the acceptance records exactly which version your client signed.

A private link, no accounts

Your client opens the proposal in one click from email, WhatsApp or wherever you prefer. No sign-ups, no attachments bouncing back.

You know when they opened it

The first open marks the quote as viewed and notes it on the opportunity: the most useful buying signal there is.

The document carries your brand

Your logo, legal name, tax ID, address and website, frozen into each document exactly as they were when you sent it.

Your prices expire on their own

You set the validity and we remind your client three days before. Past the date, the quote expires and can no longer be accepted.

How it works

Four steps from proposal to logged payment.

No Word templates, no loose PDFs by email and nobody to chase for a confirmation.

01
You build the quote
Pick a client from your CRM or start from an open opportunity, add the lines with their tax and watch the total as you type.
02
You send it with its link
The document is frozen with its fingerprint and your client gets an email with number, total, validity and a button to review it.
03
Your client signs
They type their name, draw the signature and accept the terms. The date, hashed IP and the exact document they accepted are recorded.
04
You invoice and follow the money
Generate the invoice in one click, send it with its own link and log every payment, full or partial, until the balance hits zero.

What's included

What each plan includes.

The quoter comes complete on any plan: no quotas of its own and no gated features. The only thing that changes between plans is how many people use it with you.

Comparison by plan
Feature	Starter	Pro	Business
Capacity
Quotes	∞	∞	∞
Invoices	∞	∞	∞
Email sends	∞	∞	∞
Lines per documentEach with its own quantity, price and tax	100	100	100
Currency	USD	USD	USD
Members per organizationHow many people work with you in the panel	2	5	10
Signature and evidence
Handwritten online signature	✓	✓	✓
Private link, no account or password	✓	✓	✓
Seal on the signed document	✓	✓	✓
Date, hashed IP and browser	✓	✓	✓
Email alert on acceptance or decline	✓	✓	✓
Invoices and collection
Invoice from the accepted quote	✓	✓	✓
Direct invoice with no quote	✓	✓	✓
Partial payments and history	✓	✓	✓
Due dates and overdue notice	✓	✓	✓
Brand and team
Your logo and tax details	✓	✓	✓
Bilingual public document	✓	✓	✓
Sending reserved to admin and owner	✓	✓	✓
Link with the CRM and your clients	✓	✓	✓
Per-organization isolation	✓	✓	✓

Requires an active or trialing plan. The module is in beta: you can already issue quotes and invoices, but it isn't in the panel menu yet. Card payment from the invoice is on the way; today you log the payment yourself when it lands.

The full inventory: 57 features across 6 blocksOpen

Quotes

Single editor with live totals
Quantity, price and tax per line
Recipient taken from your client base
Create a new client inside the editor
Automatic QT- numbering
Title, validity, notes and terms
Editable, deletable draft
Send to the client by email
Copy the link or view it as your client
Search by title, client, company or number
Filter across the six states
Metrics for quoted, accepted and close rate

Signature and evidence

Handwritten signature with finger or mouse
Full name and acceptance of terms
Date and time of the acceptance
IP stored hashed, never in the clear
Signer's browser
SHA-256 fingerprint of the signed document
Decline while leaving a reason
Immutable timeline for every document
Automatic expiry of the validity date
Reminder to the client before it expires

Invoices and collection

One-click invoice from the accepted quote
Direct invoice with no prior quote
Automatic INV- numbering
Draft editable until it's sent
Email delivery with its own link
Public view with total, paid and balance
Log full or partial payments
Method, reference, date and note per payment
States: pending, partial, paid and overdue
Automatic flagging of overdue invoices
Overdue notice to your client and to you
Cards for outstanding, overdue and collected

Connection to your CRM

Quote from an open opportunity
Contact, title and amount pre-filled
Stage moves to proposal on send
Proposal-sent date feeding your metrics
Won on signature, with the real amount
Lost on decline, with the reason
Activities for send, open, invoice and payment
A single client base for the whole panel

Your brand on the document

Your organization's logo on every document
Legal name and tax ID
Address, city, country, phone and website
Block with your client's details
Logo picked from the media library
Issuer details frozen at send time
Public document in Spanish or English

Team and security

Per-organization isolation in the database
Any member can prepare documents
Only admin and owner send them to the client
Public link with an unguessable token
Documents that can't be indexed or embedded
Accept and decline with attempt limits
Owner notified on acceptance or decline
Panel in Spanish and English

On the roadmap

What we're working on.

What we're building. Not available yet — we list it so you know where it's heading.

In progressCard payment on the invoiceA pay button on the public invoice, with the money landing in your account and the collection status reconciled automatically.
In progressPDF attached to the emailsThe document generated server-side from what your client signed, attached to the email and downloadable from the panel.
In progressCollection reminder sequenceReminders before and after the due date, with a cadence you choose and an automatic stop the moment payment lands.
In progressDuplicate and version quotesNegotiate without redoing: duplicate the proposal, change the price and the timeline shows the whole negotiation.
PlannedInvoice in your currencyEuros, pesos, soles or dollars, with the right symbol and format on the document your client sees.
Under evaluationRecurring invoicingRetainers and maintenance fees issued and sent every month on their own, with nothing for you to remember.

FAQ

Frequently asked questions.

Does my client need an account to sign?

No. Each quote is published at a private link with an unguessable token, so your client gets in with one click from email or WhatsApp. There's no sign-up, no password, and the document isn't indexed by search engines nor can it be embedded elsewhere.

What gets recorded when my client signs?

Their full name, the signature they drew, the date and time, their IP stored hashed, the browser they signed from and the fingerprint of the exact document they accepted. It's a simple electronic signature with evidence: if anyone questions what was agreed, it's on the record and can't be altered.

Can my client pay me by card from the invoice?

Not yet. Today the invoice shows the total, what's been paid and the balance, and you log the payment when it lands, by transfer or in cash, in full or in instalments. Paying by card from the invoice itself is in progress.

What currency can I quote and invoice in?

US dollars. Taxes are yours to set: you enter whatever percentage applies line by line, so VAT, sales tax or whatever you use comes out balanced to the cent. Invoicing in euros, pesos or soles is planned.

Do I have to update the CRM by hand after each step?

No, it updates itself. Sending the quote moves the opportunity to proposal, signing marks it won with the amount actually quoted and, if declined, it closes as lost with the reason. Sending the invoice and logging payments leave their activity too.

Can I change a quote I've already sent?

No, and that's deliberate: on send it's frozen so what your client signs is exactly what you sent. While it's a draft you can edit and delete it freely. To renegotiate today you create a new quote; duplicating and versioning are in progress.

Also included

And it comes with the rest of the platform.

Every service talks to the others and lives in the same plan.

Pricing

One price. Everything included.

Vs. separate tools

Save $576/yr.

Pluxion's five core services, today paid separately — in a single plan.

HostingGoDaddy

$14.99

Corporate emailGoogle Workspace

$7.99

Email marketingMailchimp

$13.00

Online storeBluehost WooCommerce

$12.99

Web analyticsPlausible

$9.00

Scattered total$57.97/mo

Pluxion$9.99/mo

Starter

For personal projects and small sites. Includes hosting, email, and basic tools.

$9.99/mo

1 site10 GB SSD5 mailboxes1K sends

Start with Starter

NVMe SSD Hosting

Domain included

Corporate email

SSL + CDN + DNS

Backups

Email marketing

Forms

Uptime monitoring

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Your whole business online.

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