Sales
Send your first quote
Build line items, send, and let your contact accept anonymously.
From /quotes/new, pick a contact, add line items with quantity, unit price, and (optional) tax rate. Totals compute live. When you hit Send, we mint a share token and email your contact a link to the public quote view.
Your contact reviews the quote, downloads the PDF, and clicks Accept. We auto-create an invoice with the same totals and mark the original lead as WON.