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What Quotes & Contracts does

Create polished quotes, proposals, and contracts in Nixa's note editor, send them for review, collect digital signatures, and keep a clear lifecycle from draft to accepted.

Bundles

Quotes & Contracts is included in these bundles

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Plugins / Finance & Billing

Quotes & Contracts

Quote documents, digital signatures, contract analytics, and client-ready pricing proposals

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  • What This App Owns
    • Quote Documents — rich note-based documents for proposals, scopes, and agreements
    • Pricing Tables — line items, totals, and reusable pricing blocks inside the editor
    • Signature Workflow — send documents for review and collect digital signatures
    • Client Portal — share branded quote links for viewing, signing, or responding
    • Contract Status — track draft, sent, viewed, negotiation, accepted, rejected, expired, and withdrawn states
    • Quote Workspace — browse quote documents from a dedicated sidebar inside the app
    • Contract Dashboard — monitor pipeline, signature progress, acceptance trends, and outstanding follow-up
    • Contract Reports — review quote performance, lifecycle distribution, and activity over time
    • AI Assistance — generate scope text, deliverables, and terms directly in quote blocks
  • Built For
    • Agencies — proposals, scopes, and signed client approvals
    • Consultants — project estimates, statements of work, and service agreements
    • Freelancers — polished quotes with pricing and signature capture
    • Professional Services — custom contract documents with negotiation history
  • Works Great With
    • Notes — quote content lives in document entries powered by Notes
    • Contact Manager — pull client context into proposals and contracts
    • Invoicing — keep invoices, payments, tax settings, and revenue operations in a separate invoicing workspace

Typical Workflow

  1. Step 1

    Draft

    build a quote or proposal in the note editor

  2. Step 2

    Review

    add pricing, recipients, timing, and terms

  3. Step 3

    Send

    share the portal link or email the quote to the recipient

  4. Step 4

    Sign

    capture digital signature and acceptance details

  5. Step 5

    Freeze

    keep the accepted quote as the signed commercial source of truth

Integrations

Quotes & Contracts works great with

Contact Manager

Pull client details into quotes and contracts

Invoicing

Handle invoices, credits, and revenue reporting in a separate Invoicing app

  • Agency Bundle5 plugins includedEverything agencies need to manage clients, projects, and billing.

Finance & Billing

More Finance & Billing plugins

Cashflow Manager

Track cash position, see projections, and stay ahead of upcoming payments

Invoicing

Invoices, payments, taxes, and revenue reporting

Asset Manager

Registry for infrastructure assets, provider sync, current cost, and health fields

Browse all plugins
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Built in Canada for the future of work.head@nixa.ca•+1-888-959-0001•+1-514-400-0044300-460 St-Gabriel, Montreal, Quebec H2Y 2Z9
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Signature Progress

1/2

Signers

J

Julie Martin

CEO, Acme Inc.

S

Sarah Chen

VP Sales, Partner Co.

Audit Trail

Document created

Apr 1, 9:15 AM

Sent for signature

Apr 1, 9:16 AM

Viewed by Sarah

Apr 1, 10:42 AM

Signed by Julie

Apr 2, 2:30 PM

Reminder sent to Sarah

Apr 3, 9:00 AM

Signed by Sarah

Apr 3, 9:02 AM

Remind

PDF

J

Julie

ACME · Settings

Conversation

Ask Nixa

Service Agreement — Q2 2026

Service Agreement — Q2 2026

1 of 3 signed

Service Agreement

Contract #SA-2026-042 | Effective: April 5, 2026

Party A

Acme Inc.

123 Business Ave, Montreal

Party B

Partner Co.

456 Commerce St, Toronto

1. Scope of Services

2. Payment Terms

Item

Qty

Rate

Total

Platform License

12 mo

$2,500

$30,000

Implementation

1

$8,000

$8,000

Training

3

$1,200

$3,600

Total

$41,600

Signatures

Signed

Julie Martin

CEO, Acme Inc.

Pending

Signed

Sarah Chen

VP Sales, Partner Co.

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