DesBuQuotes clients sign

A Quote Your Client Can Sign in Minutes

Turn an estimate into a numbered, branded quote. Your client approves with a signature, asks for changes or declines, from an email link or inside their portal.

The problem

A Quote Nobody Can Find Isn't a Quote

A PDF goes out by email, the client replies “looks fine” three weeks later, and by then the price has moved and nobody can find which version was agreed. Quotes go cold because nobody is sure where they stand.

The answer

Numbered, Branded and Signed

Every quote has a number, carries your details and ends with a signature, so you always know what was offered, to whom, and what they said.

01

Numbered Quotes

Convert an estimate to a quote, or just send it, and it gets the next number (Q-0001, Q-0002 and so on). The quote is then locked, so what the client signed is what you hold. To change it, revise the estimate and send it as a new quote with its own number.

02

Your Name on Every Document

Set your company name, logo, address, phone, email, website, company number and VAT number once in Settings. They appear on quotes, estimates, invoices and in the client portal, so every document clearly comes from you.

03

Sign, Ask for Changes or Decline

Clients approve by drawing their signature and confirming their name, ask for changes with a short message, or decline with an optional reason. You are told straight away, and a request for changes shows on the estimate so you can revise it.

04

By Link or in the Portal

Send the quote by email, or open it in your own email app, and the client can respond from the link. It also appears in their client portal, where anything waiting for them shows in a notification bell.

05

A Signed Copy on Record

When a client approves, a PDF with their signature, name and the time is saved against the quote. You and the client can download it, and it never changes afterwards.

06

Won or Lost, and Why

Record whether each quote was won or lost, and the reason. Compare actual costs against what you quoted, so the next price is sharper.

FAQ

Questions.

Does my client need an account?

No. They respond from a private link, or from their client portal link, with no password to remember.

Can I change a quote after sending it?

Not the same one. Once a quote is numbered it is locked, so the client's signed copy always matches yours. Revise the estimate and send it as a new quote with its own number.

Can I send it from my own email address?

You can email it from DesBu, or choose “open in my email app” to send it from your own account with the link already in the message.

Is a drawn signature enough?

The signature is recorded with the client's name, the time and a copy of the document that was signed. For anything unusual or high-value, take your own legal advice on what you need.

Keep exploring

More from DesBu.

The whole workflow

Eight stages, from first enquiry to final handover, each feeding the next.

Sales pipeline

A visual pipeline from enquiry to signed contract. Start an estimate straight from a lead.

Estimating from the survey

Choose the finish for every floor, ceiling, wall, door and window, and add electrics, heating, plumbing and other works. Nothing is priced until you choose it.

Project scheduling

Drag-and-drop Gantt charts and a calendar, with tasks that move when their dependencies do.

Client portal

Clients see progress, photos, quotes to approve and payment schedules in their own portal, with a bell for anything waiting on them.

Contractor portal

A private link for each subcontractor, or a free contractor account. Their jobs, diary, site check-in and health and safety documents on any phone.

Messages and notifications

A private team chat, one-to-one chat with each contractor, and project chats with clients and contractors.

Health and safety

Digital RAMS, site inductions, toolbox talks and incident reporting, with a health and safety pack generated from the job.

Financial reporting

Budget against actual, payment schedules, invoices with your company details, and analytics down to subcontractor days and spend.

Know Where Every Quote Stands

Start your free trial and send your first signed quote.