Quote software for trade businesses. Customers accept online.
Build the quote on the record, from your own products and prices. The customer gets a clean page and a PDF, reads it on their phone or laptop and accepts it there. You see right away where it stands.
From record to approval.No Word files, no chasing.
A quote belongs to a customer. So you build it on the record, and that is also where you see what happens next.
Build
A quote from your own products and prices.
Lines come from your catalogue in one click, with price, VAT and unit. A bundle adds a whole combination at once, and a free line is quick to type. Title, personal message and terms come from your template.
- Products and bundles from your own catalogue
- Price, VAT and unit come along automatically
- Title, message and terms from your template
Follow‑up
Quote gathering dust? You'll know.
When the customer opens the quote, it shows as viewed. If nothing happens after that, a rule sends a reminder after a few days, by email or WhatsApp, or sets up a task to call. A reminder can also go out just before it expires.
- Sent, viewed, accepted: the status updates itself
- A reminder a set number of days after sending
- A call task for quotes that stall
After approval
Once accepted, everything is ready for the job.
The record moves to the next status on its own. The quote's products are on the record, also for your people in the portal, so everyone knows what to bring. Extra work comes up? Make a second quote on the same record.
- The record status follows the quote
- Products on the record, in the portal too
- Extra work as its own quote on the same record
Versions and proof
No arguing about what was signed.
A quote that has been sent never changes again. Edit it and it becomes a new version with its own number, and the old one is kept. On approval, stipt records who signed, when, and exactly which content.
- Name, time, IP address and a check code
- The check code is also in the footer of the PDF
- Every version with its own PDF in the history
Online approval in three steps.No printer, no chasing.
The customer gets an email with the PDF and a link to their own quote page. There they read everything, on their phone or laptop, and accept. stipt records who signed, and the record moves to the status you chose for approval.
- Air-to-water heat pump 8 kW€8,450.00
- Buffer tank 100 litres€695.00
- Hot water cylinder 200 litres€1,295.00
- Fuse box upgrade€395.00
- + 2 lines
You see they looked
When the customer opens the link, the quote shows as viewed. So you know when to call.
Approval in three taps
The approval box, their full name and confirm. Just as easy on a phone as on a laptop.
Declining is fine too
If it doesn't fit, the customer declines, with a reason if they like. So you know why.
No account needed
The link is the key. The customer doesn't need to log in anywhere.
In your house style
Pick one of three designs, with your logo and accent colour.
Dutch or English
The customer switches language on the quote page.
With the adviser alongside
Switch on your contact card and the adviser is right there, with photo, phone and WhatsApp.
The PDF of that moment
When the customer downloads the PDF later, they get exactly the version they accepted.
Everything for your quotes.For more than a price list.
Discount, margin, VAT and attachments: the details that make a quote add up, for you and for the customer.
Discount and commission
Discount per line or on the whole quote. Commission goes into the unit prices, without a separate line. Per template you decide who may do what.
Cost price per line
Every line has an internal cost price, taken from the product's purchase price. The customer never sees it, you use it to work out your margin.
Including or excluding VAT
Agree fixed prices with consumers? Set the template to prices including VAT. The total is then exactly what you typed.
Data sheets included
Product sheets go along as attachments and can be downloaded from the quote page. So the customer knows what they are buying.
Approval outside stipt
Got a yes on the phone or via WhatsApp? Mark the quote as accepted yourself, with or without a confirmation to the customer.
Valid from the moment you send
You set validity in days, and it only starts running when you send. After that the quote expires on its own.
Also in stipt.Quotes work with the rest.
Frequently asked questionsAbout quotes.
What does stipt record when a customer accepts online?
The customer ticks the approval box, types their full name and confirms. stipt records their name, the time, their IP address and a check code over the exact content: lines, amounts and terms. That code is also in the footer of the signed PDF. With Verify signature, stipt recalculates it.
Can I see whether the customer opened the quote?
Yes. When the customer opens their quote page, the status moves from sent to viewed. A rule can also fire at that moment, for example a task to call them.
Can I change a quote after it has been sent?
Yes, and the version the customer received is kept. Every change after sending becomes a new version with its own number, like OFF‑2026‑000057.3. In the version history you open the PDF of each edition.
What happens when a quote expires?
You set validity as a number of days, and it only starts running when you send. After that, stipt marks the quote as expired and the customer can no longer accept it. Reopen and send it again, and the period starts over.
Can I send quotes via WhatsApp?
The quote itself goes by email, with the PDF attached and the link to the quote page. With an approved WhatsApp template you can also send a message at set moments, like a reminder or a confirmation after approval.
Can a record have more than one quote?
Yes. Extra work becomes a second quote on the same record. If two are accepted, stipt asks once whether both apply. That way a variant accepted twice by mistake can lapse, while extra work simply stays.
Can I invoice an accepted quote through Exact Online?
Yes, with the Accounting module. From the record, stipt sends the quote lines to Exact Online as an invoice, in one go or in instalments such as 30/30/40, and the payment status comes back to stipt automatically.
From the knowledge base
Want to see how a quote runs for you?
We show how a quote with your products goes from record to approval, and what happens on its own after that.