Create the Draft
Start with AI or write the quotation manually when you already know the structure.
How it works
From Draft to Done in 4 Steps
Replace static PDFs and back-and-forth emails with a live, interactive quotation link that clients can explore, customize, and approve on their own.
1DraftBuild the quotation in minutes
2SendSend your quotation to one or many clients
3ReviewClient uses a configuration to select provided options
4FinalizeExport the final PDF after approval
Process
The Complete Quotation Lifecycle
A structured workflow that takes you from initial request to signed agreement, with full visibility at every stage.
Refine the Offer
Adjust descriptions, pricing models, tax rates, discounts, and delivery timelines until the offer is complete.
Define Scope Boundaries
Mark items as mandatory or optional so clients understand exactly what they can customize.
Send the Quotation
Send a public review link so the client can open the offer without a Justiqa account.
Client Self-Serves
The client toggles optional items, adjusts quantities, and watches the total update in real time.
Monitor Engagement
Track sent, viewed, and accepted statuses from your dashboard without relying on email replies.
Finalize and Export
Once accepted, generate a branded PDF automatically for your records, invoicing, or compliance workflow. Your client will receive the same PDF file.
Quality check
Good Quotes Explain Themselves
If your client still needs to contact you for clarification, the quotation needs refinement before it is sent.
As a client,
- all products or services that I want are listed.
- unnecessary products or services are not set as mandatory.
- I can specify how many items I want.
- the entire quotation is clear to me.
- I don't consider this quotation as a spam.
Related Pages
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Discover everything you need to create, send, and manage professional quotations online.