Quotes from your catalog
Quote software that starts from your catalog: pick a product or service, its price fills the line, and a bundle can be split into separate lines.
See a quote in a demo →Price quotes | Online customer approval
ReplacesWord · Excel
Digital Quote Software for Businesses
Proposal software inside the system that already runs your customers: build a quote with lines from your product catalog, VAT, a discount and a valid-until date, send a link by email, SMS or WhatsApp, and the customer approves or declines online. An approved quote becomes an invoice or a payment request.
Quote templates
Online customer approval
A status for every quote
Alert when the customer approves
Price quote
Sent on WhatsApp Awaiting approval
Price quote
With a valid-until date
The quote lines, VAT, discount and terms, as the customer sees them in the link.
Your business (sender)
Sent
ל
The customer
Pending
Capabilities
What a Lynxbe quote includes
From building the quote to the invoice, in one system
Building a quote
Lines from your product catalog or typed in, quantity and unit price, VAT-inclusive, VAT-exclusive or no VAT, a discount and a valid-until date. Totals are calculated on the server with the same calculation an invoice uses.
Quote templates
Your own templates with a title, opening words, lines, terms, a cover image and a background colour. A new quote opens from a template and is edited before it is sent.
Sending on 3 channels
A link to the quote in a branded email, by SMS and on WhatsApp, in Hebrew or English by the quote's language. You can add more email recipients and send it again.
Online customer approval
The customer opens the link, sees the lines, VAT and terms, and approves with their name or declines. Your business is alerted by email and WhatsApp.
In your brand
The logo, colours and fonts from your brand kit appear on the quote page the customer opens, and your business name is on the email.
From quote to invoice and payment
An approved quote becomes an invoice in one action, or a payment request with a payment link you send the customer.
Linked to the CRM deal
The quote belongs to the customer record, and you can link it to the deal card on the CRM board to see what was quoted on each deal.
How it works
From quote to invoice in 4 steps
1
Build
Lines, VAT and validity
2
Send
Email, SMS or WhatsApp
3
Customer approves
Online, with their name
4
Invoice
Or a payment request
Available Everywhere
Quotes from any device
Build and send from a computer or a phone
The same quote, on every device
Build and send quotes from the Lynxbe app or the browser. The customer opens the link in any browser, phone included, without installing anything.
iOS
iPhone & iPad
Android
Phones & Tablets
macOS
Mac App
Windows
Desktop App
Web
Any Browser
Sync across all devices
Native app performance
Work offline
Push notifications
Live Preview
See the Platform in Action
Experience a powerful interface designed for productivity on any screen
Web App
iOS & Android
Desktop App
RTL & LTR
Enterprise Security
All-in-One Platform
One Platform. Everything Connected.
Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.
No More Switching Apps
Everything you need in one place. No juggling between 10 different tools.
Automatic Data Sync
Customer data, bookings, payments, and communications sync automatically.
Smart Automation
Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
Unified Analytics
See your entire business performance in one dashboard with cross-module insights.
Smart Integrations
See How Modules Work Together
Click any connection to see how two modules combine to create powerful automations
WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
1Customer books via website
2Confirmation sent via WhatsApp
3Reminder SMS 24h before
4Service completed
5Invoice auto-generated
6Payment link sent
7Review request automated
Zero manual work. Every step automated.
Power Combinations
See how 3 and 4 modules create complete business workflows
3 Modules
3
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
3
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
3
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
3
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
3
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
3
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
4 Modules
4
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
From first contact to payment - fully automated
4
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Self-improving marketing that gets smarter
4
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Close deals while you sleep
Why it is different
Proposal software inside the system that runs your business
The quote sits next to the customer, the deal, the invoice and the payment, so nothing is copied between programs.
A proposal that needs a signature
An agreement, work order or proposal the customer signs is sent through the contracts module, with an electronic signature and a signed PDF.
To contracts and e-signature →From quote to invoice and payment
An approved quote becomes an invoice in one action, or a payment request with a payment link. You decide when; the conversion does not happen on its own.
To invoicing →Related modules: CRM and customer management · Contracts and e-signature · Invoicing · Payments and payment links
The common ways to prepare quotes are a Word or Excel template, a quote document in invoicing software such as Green Invoice, iCount or Invoice4U, and an international proposal tool such as PandaDoc or Proposify. The comparison is by type of tool, not by a specific tool; where it says "depends on the tool", check with the vendor.
| Topic | Word or Excel template | Invoicing software (Green Invoice, iCount, Invoice4U) | International proposal tool (PandaDoc, Proposify) | Lynxbe |
|---|---|---|---|---|
| Price lines, VAT and discount | Manual, with formulas | Built into most tools | Pricing tables in most tools | Catalog lines; VAT and discount calculated on the server |
| Online customer approval | A reply email or a signed file | Depends on the tool | Available in most tools | Approve or decline in the link, with the approver's name |
| Sending on WhatsApp and SMS | Attach the file by hand | Depends on the tool | Depends on the tool | Email, SMS and WhatsApp from one screen |
| From quote to invoice | Typing it again | Available in most tools | A connection to other software, by tool | An invoice or payment request from the approved quote |
| Customer, deal and CRM | None | Depends on the tool | A connection to an external CRM, by tool | In the same system: customer record, deal card and WhatsApp |
| E-signature and PDF on the quote | Print, sign and scan | PDF in most tools; signature depends on the tool | Available in most tools | Not on a priced quote; signature and a signed PDF through the contracts module |
FAQ
Frequently Asked Questions
Everything you need to know about this module
What is digital quote software, and what does Lynxbe include?
A digital quote reaches the customer as a link rather than a file, and the customer approves it online. Ours includes price lines from your product catalog, VAT, a discount, a valid-until date, terms, opening words and a cover image, sending by email, SMS or WhatsApp, and the customer's approval or decline on the quote page.
Proposal software: can I work from templates?
Yes. You save your own templates with a title, opening words, lines, terms, a cover image and a background colour, and a new quote opens from a template and is edited before it is sent.
Building a quote: how are VAT and the discount calculated?
For each quote you choose VAT-inclusive, VAT-exclusive or no VAT, and add a discount amount. The total is calculated on the server with the same calculation an invoice uses, so the quote and the invoice made from it do not disagree.
How does the customer receive the quote and approve it?
The quote goes out as a link in a branded email, by SMS or on WhatsApp, in Hebrew or English. The customer sees the lines, VAT and terms, approves with their name or declines, and your business is alerted by email and WhatsApp. A quote past its valid-until date is marked expired and can no longer be approved.
Is there an e-signature and a PDF on the quote?
Not on a priced quote: the customer approves in the link with their name, and there is no drawn signature or downloadable PDF. When you need an e-signature, send the proposal as a document in the contracts module, which has a signature, a record of when the document was opened and a signed PDF.
What happens after the customer approves the quote?
The quote moves to approved. From there you convert it to an invoice in one action, or create a payment request with a payment link you send the customer. The conversion does not happen on its own: you decide when.
Can I tell whether the customer opened the quote?
On a priced quote you see whether it is a draft, sent, approved, declined or expired, but not when the customer opened it. A document sent for signature through the contracts module records when it was first opened.
Ready to send a digital quote?
Book a demo and we will show you a quote from building it, through sending it on WhatsApp, to the customer's approval.
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