Quotes and agreements let you create professional documents that your customers can review, sign, and approve — all within myflow. Whether you're sending a project proposal, a service agreement, or a simple price quote, this is where you build and manage them.
Create a new quote or agreement
Go to Toolbox > Quotes & Agreements in the left sidebar.
Click Add in the top right corner.
Enter a Title for your document.
Choose how to start:
Empty document — start from scratch and build the content yourself.
Use template — pick from your Company Templates or Free Templates.
Click Create in the top right corner.
Your new document is now created and ready to edit.
Manage your quotes and agreements
All your documents are listed on the Quotes & Agreements dashboard. Each entry shows the title, creation date, number of recipients, and current status.
You can:
Edit a document to update its content (available for drafts and unsigned documents).
Show a completed document to review it.
Move documents into folders to stay organized.
Preview in new tab to see what the recipient will see.
Manage and add recipients directly from the list.
Understand document statuses
Each document shows a status label so you always know where it stands:
Draft — still being worked on, not yet sent.
Pitch — sent to recipients but not yet signed.
Complete — all recipients have signed.
Signature overdue — sent but the signing deadline has passed.
Organize with folders and search
Use the Folders dropdown to organize documents into folders.
Sort by Newest or Oldest to find documents quickly.
Search by name using the search field on the right.
View your statistics
At the top of the dashboard, the Statistics section shows two charts:
Time from creation to signed — how long it takes for your documents to get signed.
At what time do customers sign? — which hours of the day your customers tend to sign.
Use these insights to understand your signing patterns and optimize when you send documents.
💡 Let Closer help you: Open Closer in your AI team to research your prospects, craft high-converting quotes, and guide you to sell the way your customers want to buy.