Pipeline, estimates, approvals, documents and deal information stay connected to the customer and the work being sold.
Track every opportunity from new enquiry through won, lost or completed stages.
Create structured pricing from your real services, products, labour or inventory.
Let customers approve or decline each job on an estimate, or accept a quote, from their phone.
Generate documents from templates and fill them from CRM and deal data.
Customers sign online after a one-time code check, with a second signer or witness if needed, and every signing gets an audit certificate.
Track conversion, sales activity, revenue and operational performance from the same data model.
The deal does not stop at the signature.
Turn the work into an invoice with its own card payment page and automatic reminders.
Take a deposit to hold a booking or a vehicle, with the refund rules you set.
Commission and splits per person, reversed on refund, on plans that include it.
This product shares the same CRM, business profile and AI layer as the rest of AutoAgent.