Quoting: quotes, e-signatures, deposits

ModulesQuoting and E-signatures

E-signatures are built into the portal: audit trails, sealed documents, public verification, and quotes that become paid invoices automatically.

A Pro module. No per-document fees, no per-seat pricing.

Quote #Q-2026-031

Awaiting signature

Alvarez kitchen

Cabinet refit	$4,800
Countertops (optional)	$2,100
Backsplash (optional)	$650
Total as configured	$6,900

Rosa Alvarez

Draw or type your signature

Agree and sign

Consent recorded · May 9, 2:14 pm

Signed by Rosa Alvarez · phone, Austin TX

Countersigned · Hartley Renovations

Sealed PDF · SHA-256 9f2a...c41d

Trusted timestamp attached

Anyone can verify the document on the public verification page.

Line-item builder with catalog products and templates

Optional items, pick-one packages, and adjustable quantities

The page re-prices live as the customer configures

Bulk send: every customer gets their own quote

Approval thresholds for big totals or discounts

A negotiation thread lives on the quote page

Decline reasons feed win-loss reporting

Explicit e-business consent, recorded with time, address, and device

Draw or type, adopted signatures, auto initials, and delegation

Standalone documents too: upload a PDF, place fields per signer

Signing order, roles, access codes, and texted one-time codes

In-person hosted signing and an org countersignature step

Collect a deposit or the full amount right after signing via Payments

Auto-create the invoice on acceptance, totals guaranteed to match

Reminders for unopened, viewed-but-silent, and expiring quotes

Append-only audit trail of every view, consent, and signature

Sealed PDF with a Certificate of Completion and SHA-256 fingerprint

Public verification page anyone can check a document against

Independent trusted timestamping

Create a quote from a CRM deal. Acceptance moves the deal stage automatically. CRM

Accepted quotes become invoices and receipts in the same ledger as everything else. Invoicing

Customers sign in with a magic link and see their quotes and invoices in one account. Users

	Alpha Portal	Typical e-signature services
Per-envelope or per-seat fees	None	Per-envelope fees
Audit trail, sealed PDF, certificate	Included	Included
Public verification page with hash check	Included	Rare
Interactive quotes the customer configures	Included	No
Deposit collection at signing	Included	Via integrations
Auto-invoice on acceptance	Included	Via integrations
Win-loss reporting from declines	Included	No

Every plan includes a real human: a named contact, same-day replies, and help getting set up. We support your users too.

First Column	Sorted Column	Last Column
Barry	1. Example	Data
Adam	2. Example	Data

Quotes, contracts, and signatures with no per-envelope fee.

Interactive quotes

Signing that stands up

From signature to payment

Evidence you can hand to a lawyer

Works with the rest of the portal

Alpha Portal vs typical e-signature tools

Turn on Quoting.

Quotes, contracts, and signatures with no per-envelope fee.

Interactive quotes

Signing that stands up

From signature to payment

Evidence you can hand to a lawyer

Works with the rest of the portal

Alpha Portal vs typical e-signature tools

Turn on Quoting.

PowerTables

Add new item Insert new data into the table.

Open an item View any individual row in the table.

Edit items Modify one or multiple rows in the table. Some tables edit inline in the view window instead.

Delete items Permanently remove one or multiple rows in the table.

Advanced filtering Sort and filter by column, condition, and value. Toggle between "and" / "or" filtering, and add multiple levels of sorting.

Column visibility Choose which columns to show and hide in the table.

Instant search Search for any record in the table.

Sortable columns Click on any column heading to sort by that column, ascending. Click again to sort descending. Hold SHIFT to sort by multiple columns.

Selectable rows Click a row to select it. Click again to deselect. Hold CTRL or CMD and click to select multiple individual rows, or SHIFT and click to select a range of rows. Press CTRL+A or CMD+A to select every row, including rows on other pages. Press ESC to clear your selection.

Copy all rows Copy the contents of the table to your clipboard.

Download Excel file Download an XLS file that can be opened in Excel, Google Docs, Numbers, etc.

Download PDF file Download a PDF file that can be opened with any web browser or PDF reader.

Print table Open a simple, printable view of the table.

PowerTables help Opens this help window.

Quick statistics How many rows exist, how many are visible under the current filter or search, and how many are selected.

Add new item
Insert new data into the table.

Open an item
View any individual row in the table.

Edit items
Modify one or multiple rows in the table. Some tables edit inline in the view window instead.

Delete items
Permanently remove one or multiple rows in the table.

Advanced filtering
Sort and filter by column, condition, and value. Toggle between "and" / "or" filtering, and add multiple levels of sorting.

Column visibility
Choose which columns to show and hide in the table.

Instant search
Search for any record in the table.

Sortable columns
Click on any column heading to sort by that column, ascending. Click again to sort descending. Hold `SHIFT` to sort by multiple columns.

Copy all rows
Copy the contents of the table to your clipboard.

Download Excel file
Download an XLS file that can be opened in Excel, Google Docs, Numbers, etc.

Download PDF file
Download a PDF file that can be opened with any web browser or PDF reader.

Print table
Open a simple, printable view of the table.

PowerTables help
Opens this help window.

Quick statistics
How many rows exist, how many are visible under the current filter or search, and how many are selected.