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Every quote and proposal, made from the deal.

Your sales team keeps working in the system it already uses. Quotes and proposals come out right from the deal data, on your approved templates, with proof of what each customer received.

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Example quotation with its marks. Your own Word templates work the same way.

From first quote to signed order.

Every step works from the same deal data, so nobody retypes a price.

  1. Quotes and proposals

    One line per product, and discounts or optional terms only when they apply, laid out exactly as your template.

    • DocumentsAvailable
    • Document viewerAvailable

  2. Approval before it goes out

    A manager approves one exact version before the customer sees it.

    • ApprovalsPlanned

  3. Send and follow up

    The quote goes out from your own address, and your team hears when it needs attention.

    • Business emailSoon
    • NotificationsPlanned

  4. Signature

    The customer signs the same file that was approved.

    • SignaturesPlanned

  5. Order confirmation

    Once signed, the order confirmation follows from the same data.

    • DocumentsAvailable
    • AutomationsPlanned

Inside the software you already use.

Three ways to start, depending on who runs your software.

Your developer or software vendor connects it

Your own developer, or the company behind your system, connects dokus once. From then on, documents make themselves from your data.

A pilot with dokus

We connect your system for one set of documents, and your team checks every page before it goes out.

Studio, without a developer

In early access: the people who own the documents upload their own Word templates, mark the blanks and make documents on the dokus website.

The dokus products behind it.

Available today, with the next tools joining as they ship.

  • DocumentsAvailable

    PDF and Word files from your data and your own Word templates

  • Document viewerAvailable

    Pages inside your app, exactly as they print

  • ApprovalsPlanned

    A clear yes on one exact version, with who and when

  • SignaturesPlanned

    Several people sign the exact same file, in order

  • Business emailSoon

    Mailboxes on your own domain for your team

  • AutomationsPlanned

    When one thing happens, the next step follows

Bring one quote your team sends every week.

Thirty minutes on your own template and your own data. You see it made by dokus.

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