Glossary · online quote · e-quote
Electronic quote: definition
An electronic quote is a quote created, sent and accepted online: the customer opens it in a browser, accepts it with a click or a signature, and the acceptance is recorded with its date and time.
Updated on
Why switch to electronic quotes
A quote sent as a PDF waits in an inbox, then comes back printed, signed and scanned, if it comes back at all. An electronic quote is accepted in a few seconds, on any device, and you see straight away when the customer has opened it and said yes.
Once accepted, the quote becomes an invoice without re-entry: same lines, same customer, same amounts.
What a good online quote includes
Clear lines with quantity, price, VAT and discount, totals calculated automatically, a validity date, your terms, and a record of who accepted and when. Automatic reminders before the expiry date help quotes get signed sooner.
Electronic quotes in Eazyclick
In the Quotes & invoices module, your customer accepts the quote online, with a drawn signature if they wish; the acceptance is timestamped, pending quotes are followed up before they expire, and the accepted quote becomes an invoice with its payment link in one click. Ziggy, Eazyclick's AI assistant, puts quotes waiting for a signature at the top of the list.
Related terms
- E-invoicing E-invoicing is the issuing, sending and receiving of invoices as structured data (for example in the UBL format) that software can read automatically.
- Paperless office (dematerialisation) Dematerialisation, or going paperless, means replacing paper documents and processes (quotes, invoices, receipts, contracts, forms) with digital ones that are created, signed, sent and stored electronically.
- CRM A CRM (Customer Relationship Management) system is software that centralises a company's contacts, conversations and sales opportunities, so that every customer and prospect can be followed up.
Further reading
Questions about Electronic quote
Is an online acceptance as valid as a signature on paper?
In many countries an electronic acceptance is valid for ordinary commercial quotes, especially when the date, time and identity are recorded. For specific contracts, check your local rules.
Can an electronic quote require a deposit?
Yes. In Eazyclick, an accepted quote can produce a deposit invoice, followed by the balance invoice.
Arrange your discovery call
Book a call with an expert
30 minutes, zero bullshit. We review your presence, identify the most strategic option for your goals, and tell you exactly what to do next.
