Send the quote, get it signed and paid on one deal
Line items, a PDF and a typed signature on the deal, with a payment link charged on your own Stripe key.
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- Payment on your own Stripe key
- Paid quote moves the stage
- Follow-up stops on a reply
The short answer
- A SalesCrew quote lives on the deal: line items, a PDF, a typed signature and a payment link charged on your own Stripe account, with payment moving the deal stage.
- A follow-up cadence chases an unanswered quote on its schedule and stops the moment the customer replies, so the quote never goes quiet.
- Money is human-only in the default policy table. An agent may draft the follow-up, and a person sends every invoice and takes every payment.
What it does
A quote is an object on the deal, not a file beside it. You add line items, quantities, totals and terms, and SalesCrew renders a PDF you send from the same thread list as everything else. Your customer accepts with a typed signature that records who signed and when.
The payment link runs on your own Stripe key, held in your instance's vault. The money reaches your account directly, your customer sees your business on their statement, and no platform sits between you and your revenue. When the payment clears, the deal moves to the stage you nominated.
Unsigned quotes are where revenue quietly leaks, so the follow-up matters as much as the quote. A cadence chases it on your schedule, pauses when the customer replies, and puts the reply in the shared inbox on the same deal timeline.
Why quotes belong on the deal
The quote lives on the deal
The follow-up, the signature and the payment all attach to one record you can report on.
Read moreYour Stripe key, your money
The charge runs on your own account, with the key in your instance's vault and never displayed after entry.
Read moreChasing runs itself
A cadence keeps going after the quote is sent and stops on the first reply, which is where the recoverable revenue is.
Read moreHow you set up quotes
Four steps from your Stripe key to a paid deal.
- 1
Connect
Put your own Stripe key into your instance's vault.
- 2
Configure
Set the line item catalogue, terms, the signature wording, and which stage a paid quote moves the deal to.
- 3
Run in review
Agent-drafted follow-up waits in the approval queue, so a person sees every chase before it sends.
- 4
Move to auto
Promote the follow-up cadence once the wording is right. Money stays human-only in every mode.
In which tier
Unlimited seats on every tier, so the whole team can quote.
| Tier | Price | What you get on quotes |
|---|---|---|
| Core | $299/mo | Deals, files and follow-up cadences that chase a quote |
| Local | With the phone and SMS pack | Quotes, e-signature and payment links on your own Stripe key |
| Outbound | $699/mo | Core plus the SMS and phone pack, plus the Campaign and LinkedIn agents |
| Agency | $1,200/mo | Everything above, plus marketplaces and the marketing module |
Published tiers as of September 2026. Stripe's own processing fees are separate and paid to Stripe.
Questions
- How do I send a quote from the CRM?
- Build it on the deal with line items and terms, and SalesCrew renders the PDF and sends it from the thread list. Your customer signs with a typed signature and pays through the link in the same quote.
- Whose Stripe account takes the payment?
- Yours. The payment link runs on your own Stripe key, so the money goes straight to your account with no platform in between.
- Is a typed signature legally binding?
- Electronic signature law differs by jurisdiction and by document type, so your counsel decides whether a typed signature suits your contracts. SalesCrew records who signed and when on the deal.
- Can an agent send an invoice?
- No agent can move money. Spend and anything outside the CRM are human-only under the default policy, in every agent mode.
- What happens to a quote nobody answers?
- A follow-up cadence chases it on your schedule and stops the moment the customer replies. The reply lands on the deal timeline in the shared inbox.
Get your quotes signed and paid on the deal
Line items, signature and a payment link on your own Stripe key, with unlimited seats.
Want to see it first? Book a demo