Streamline Custom Quotes with Tekmatix

Creating custom pricing can feel like a challenge—but think of it like a restaurant menu. Clear pricing for specific options makes it easy for your customers to estimate costs and make decisions. With Tekmatix, the process becomes even smoother, automating quotes and workflows seamlessly.

👉 Reflect Today: How would automated quotes transform your client onboarding process?

How Tekmatix Simplifies Custom Quotes:

Think of It Like a Menu

Just like a restaurant menu where three spring rolls cost $6, clear options allow your customers to estimate their needs. For example, if they want 3,000 spring rolls, they can quickly calculate the cost.

Automate Quotes Based on Selected Options

Tekmatix allows you to create dynamic quotes that automatically adjust based on selected options or fields.

Instant Approval with E-Signatures

Tekmatix includes an integrated signature box for clients to accept quotes digitally:

Clients sign directly on their screen.

The system saves their signature with a time and date stamp.

A PDF of the signed quote is stored automatically in their client record.

Seamless Workflow Integration

Once a quote is accepted, Tekmatix triggers the next steps automatically:

Creates a new workflow.

Sends onboarding emails.

Tracks the project’s progress—all without manual input.

👉Join Tekmatix: www.tekmatix.com

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