From quote to signed and paid
The quote, the signature and the payment live on the deal itself, and a paid invoice moves the stage without anyone touching it.
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- Quotes with line items
- Payment on your own Stripe key
- Paid moves the stage
The short answer
- In SalesCrew, a quote with line items sits on the deal, goes out as a PDF and is accepted with a typed signature.
- Each quote carries a payment link charged on your own Stripe key, and a successful payment moves the deal to the stage you choose.
- An email cadence chases every unsigned quote and pauses when the customer replies, while every stage change is written to the audit log.
Trigger to logged
One deal's path from the quoting stage to paid.
- 1
Trigger: a deal reaches the quoting stage
The deal carries its stage, probability and weighted value, with a contact or a company linked to it.
- 2
You build the quote
Line items, quantities, totals and terms, on the deal itself rather than in a separate tool.
- 3
It goes to the customer
As a PDF from the quote, by email. The thread lands on the deal timeline, so your whole team sees what was sent.
- 4
The cadence chases it
A follow-up cadence runs on its schedule, pauses when the customer replies, and the reply appears in the shared inbox.
- 5
Acceptance and payment
The customer signs with a typed signature and pays through the link on your own Stripe key. Paid moves the deal stage.
- 6
What gets logged
The quote, the signature, the payment and every stage change, with the actor recorded on each one.
What gets configured
What you set for each object in your SalesCrew instance.
| Object | What you set |
|---|---|
| Deal and stages | Your stage names and the probability on each |
| Quote with line items | Products, quantities, totals, terms |
| PDF and typed e-signature | How the customer accepts |
| Payment link | Charged on your own Stripe key from your vault |
| Paid moves the stage | The stage a payment lands the deal in |
| Follow-up cadence | Steps chasing an unsigned quote |
| Audit on stage changes | The actor recorded on every move |
Where it stops and a human starts
Money stays with a person, permanently. The default policy puts every action that spends or takes money in the human-only class, and no agent mode changes that. An agent may draft the follow-up, but your team sends the quote.
You stay in the middle of the payment as well. The charge runs on your own Stripe key held in your instance's vault, so the money goes to your account and the customer sees your business rather than a platform.
You'll see the whole deal in one place. The quote, the chase, the signature and the payment sit on one timeline, so nobody asks where a deal stands.
Questions
- How do I send a quote from SalesCrew?
- Build it on the deal with line items, totals and terms, then send it as a PDF. The customer accepts with a typed signature, and the email thread lands on the deal timeline.
- Whose Stripe account takes the payment?
- Yours. The payment link charges on your own Stripe key, stored in your instance's vault, so the money goes straight to your account and the customer sees your business name.
- What happens to a quote nobody signs?
- A follow-up cadence chases it on your schedule and stops the moment the customer replies. The reply appears in your shared inbox, next to the deal it belongs to.