Included in every plan · from CA$29/mo

A quote your client
can sign today.

Automatic numbering, per-line taxes resolved against the client's province, multi-currency, your logo on the PDF, and native e-signing at the end. The quote becomes an invoice in one click.

Quote list in CRM PME: numbering, statuses, amounts and taxes
Actual product screen
/ how it works

From blank page to signed, in five steps

Create the quote

In Quotes → New, pick the client. The system numbers it DEV-YYYY-NNNN automatically — no register to maintain, no duplicate number.

Add your line items

Description, quantity, unit price. Taxes are computed per line against the client's province, so a Montréal client and an Ontario client are billed correctly without you looking up a rate.

Send it

The quote leaves as a PDF carrying your logo and your business name, written in your client's language — not yours.

Get it signed

The client signs on their phone through native e-signing. You receive the signed quote plus a proof PDF.

Convert to invoice

One click turns the accepted quote into an invoice, keeping line items, taxes and discounts. Send the Stripe payment link in the same breath.

/ what makes it different

Built for Canadian tax reality

Taxes resolved by province

GST/QST in Quebec, HST in Ontario and the Atlantic, PST or RST out West. The applicable rate comes from a maintained schedule rather than a number you typed in once and forgot.

The tax labels are snapshotted onto each quote. A document issued today keeps the wording that was correct on the day it left, even if a rate changes next year.

Bilingual where it counts

The quote is written in your client's language, not yours. You work in French; your English-speaking client receives an English PDF and an English email, with amounts formatted their way.

There is no second template to maintain and nothing to duplicate — the language is a property of the recipient, not of a copy of the document.

One click, and it is an invoice

Line items, taxes and discounts carry over untouched, so the invoiced total always matches the quoted total. Nothing is retyped, which means nothing can drift between what you promised and what you bill.

/ faq

Questions about quotes

How are quotes numbered?
Automatically, in the DEV-YYYY-NNNN format — DEV-2026-0001, DEV-2026-0002, and so on. The counter is per year and per account, so you never issue a duplicate number and never keep a separate register.
Are taxes calculated automatically?
Yes, per line and according to the tax regime of the province concerned. Quebec GST/QST, HST in the Atlantic provinces and Ontario, PST or RST in the West: the applicable rate is resolved from a maintained schedule rather than typed in by hand. The labels are snapshotted onto the quote, so a document issued today keeps the wording that was correct on the day it was issued even if a rate changes later.
Can I quote in a foreign currency?
Yes. Each quote carries its own currency, which is useful when you serve clients outside Canada. Amounts are formatted according to the recipient's convention, not yours.
Does the quote go out in my client's language?
Yes, and this is the point of a bilingual CRM: you work in French, your English-speaking client receives an English quote — labels, email and PDF included. Nothing to duplicate, no second template to maintain.
Does the PDF carry my logo?
Yes, on every plan. Your logo and business name appear on the quote PDF, on the email and on the client portal. The Max plan additionally removes the small "Powered by CRM PME" badge.
What are the 7 quote statuses?
A quote moves through draft, sent, viewed, signed, accepted, refused and expired. The status changes on its own as the client acts — you do not maintain it by hand, which is precisely why it can be trusted.
Can I apply a discount?
Yes, and the discount carries over when the quote is converted into an invoice. Line items, taxes and discounts are preserved, so the invoiced total always matches the quoted total.
Which plan includes quotes?
Every plan, Solo included, from CA$29 per month with yearly billing. Quotes, e-signing and invoicing are the core of the product — they are never sold as an add-on.

Send your first quote this afternoon.