Connect your stack

Automatically create invoices in QuickBooks when customers accept quotes. Customer records, line items, and totals sync instantly.

• One-click OAuth connection
• Accepted quotes become invoices automatically
• Customer and line item sync
• Sync history with retry on failure

Built-in electronic signatures on every plan. Customers sign directly on the quote page — no third-party tools required.

• ESIGN Act & UETA compliant
• Draw or type signature
• SHA-256 document hash verification
• Certificate of Completion in PDF

Full API access to quotes, products, customers, and team data. Build custom workflows, sync with internal tools, or automate your pipeline.

• RESTful JSON endpoints
• API key authentication
• Quotes, products, customers, and team resources
• Webhook support (Enterprise)

Connect your CRM to keep deal data in sync. Push accepted quotes, pull contact data, and maintain a single source of truth.

• Salesforce integration
• HubSpot integration
• Bi-directional contact sync
• Deal stage mapping

Automatic email notifications keep your team and customers informed at every stage of the quoting process.

• Quote sent, viewed, accepted, and rejected alerts
• Approval workflow notifications
• Customizable email branding
• Branded sender domain support

Subscription billing powered by Stripe. Manage your Offerframe plan, update payment methods, and view invoices.

• Secure checkout via Stripe
• Self-serve billing portal
• Invoice history and receipts
• Annual and monthly billing options