Module 1 of 3 · Proposals & e-signing

Quote software with e-signing for service firms

Templates, a price table the customer accepts at the quote's own link, tracking that shows which page they stalled on, and e-signing with an audit trail that holds.

From 199 kr/user/month

Replaces GetAccept

14 days free, per module. No card.

What that means in practice

Four roles, in the right order

Signer, approver, cc and viewer. Sequential order is enforced on the server — not merely hidden in the interface, which is the difference between a rule and a hope.

An audit trail that holds

Every event is numbered and hashed together with the one before it, SHA-256, and the chain is checked every night. A retroactive edit breaks it, and that shows. The signer's IP, browser and one-time-code check are stored with the signature.

Expiry that holds

The validity date is checked again at the moment of signing. A quote that expired yesterday cannot be signed today just because the link still works.

The problem

Three things that break between "sent" and "signed"

  • The PDF disappears into an inbox

    You attach it, you wait, you follow up on a guess. Nothing tells you whether anyone opened page four, or whether the mail ever cleared their spam filter.

  • Signing is somebody else's product

    The e-signature is an add-on with its own login, its own bill and its own archive. The signed document ends up somewhere the quote it belongs to never goes.

  • The accepted offer is typed again

    The moment the customer says yes, the price list is typed a second time into scheduling and a third into the invoice. Each retype is a chance to be wrong about money.

What's included

What is actually in the module

None of the points below is a plan. This is what works today.

Templates and a content library

Build the section once and reuse it. The whole organisation shares the same blocks, and every proposal keeps its own version history.

  • Sections shared by the whole team
  • Version history on every proposal
  • Reminders that go out on their own and stop when the customer signs

A price table the customer can accept

Lines from your product list with quantity — decimals allowed — unit price, discount and VAT rate per line, and a discount across the whole quote. Lines can be optional for the customer to tick, and the quote can show a preliminary ROT/RUT deduction. The customer accepts at the quote's own link instead of replying to a PDF.

  • VAT per line — 25, 12, 6 or 0 per cent — summed per rate
  • Optional lines the customer ticks, with the total updating as they go
  • A preliminary ROT/RUT estimate, without the annual ceiling

Tracking specific enough to act on

Not just "opened". Which pages were read, for how long, what was downloaded and what was forwarded — so the follow-up rests on something other than a feeling.

  • Time per page, not only an open notification
  • Downloads and forwards are visible
  • A heatmap of where in the room the customer actually clicked

E-signing, built in

Several signers across four roles, sequential or parallel order, a one-time code by email before anyone signs, and an expiry that actually expires. No separate product, no second login, no other archive to search.

  • Roles: signer, approver, cc, viewer
  • Order is checked on the server at every signature
  • Expiry is checked when somebody signs, not only overnight

The document as evidence

What a court asks is who signed, when, and whether the document has changed since. The log answers all three: a numbered, append-only chain where each event is hashed together with the last, and the document's SHA-256 fingerprint bound to the signatures. A file that no longer matches cannot be signed.

  • SHA-256 chain — a later edit breaks it, and it is checked every night
  • IP address, browser and code check stored per signature
  • A completion certificate to every party when the last one has signed

A shared room per deal

When a quote becomes a longer conversation the deal gets its own room under your logo: documents, pricing, a shared action plan, stakeholders and chat on one link the customer can share internally without you losing track of who read what.

  • Link access, with an expiry
  • Stakeholders and their engagement are visible
  • Included on Pro
How it works

From template to archive

  1. 01

    Build from a template

    The sections already exist. The price table comes from your product list.

  2. 02

    Send

    Email or SMS. The reminders handle themselves and stop when the customer signs.

  3. 03

    The customer reads and accepts

    You see which pages were read. The customer ticks any options and accepts at the quote's link or in the deal room.

  4. 04

    Signed and archived

    Every signer in the right order after a one-time code, the audit trail complete, and a completion certificate to every party.

  5. 05

    Handed over

    On Väx and Pro the accepted quote becomes a job to be planned, or an invoice draft if you invoice without scheduling — on acceptance or at a button.

Built for Swedish rules

What applies in Sweden

Sweden follows eIDAS, and Swedish law has no general form requirement for most commercial agreements. What decides in practice is not which label the signature carries, but whether you can show who signed and that the document has not changed since.

eIDAS, Article 25
An electronic signature in the sense of eIDAS: it cannot be denied legal effect or use as evidence because it is electronic. Backed by a one-time code, a document fingerprint and a tamper-evident trail.
Hash-chained audit trail
Every event hashed together with the one before — that is how "unchanged since" is proved.
Signer IP and browser
Stored with every signature, together with the moment it was made and the one-time-code check.
Archiving
The signed document is bound to its SHA-256 fingerprint, the log can only be added to, and both are kept.
BankID
Built, and being activated: it waits on Closepact's BankID agreement. Until it is switched on, documents are signed with a traceable e-signature after a one-time code by email. Once it is, a BankID signature is an advanced electronic signature under eIDAS — not a qualified one.

Tiers

Start, Väx and Pro

The same tiers the billing code charges for. The price below is what the module costs alone; from the second module 15 per cent comes off, from the third 25.

Start

199 kr/user/month

per user

  • Send quotes and documents
  • Templates
  • Content library
  • Automatic reminders
  • E-signing with an audit trail
  • Opens and downloads
Start a 14-day trial

Väx

379 kr/user/month

per user

  • Send quotes and documents
  • Templates
  • Content library
  • Automatic reminders
  • Price table the customer accepts
  • Accepted quote becomes a job or an invoice draft
  • E-signing with an audit trail
  • Opens and downloads
  • Time per page
  • API access
  • CRM sync with HubSpot, Pipedrive, Salesforce and Dynamics 365 being activated
  • BankID signing and identification being activated
Start a 14-day trial

Pro

429 kr/user/month

per user

  • Send quotes and documents
  • Templates
  • Content library
  • Automatic reminders
  • Price table the customer accepts
  • Accepted quote becomes a job or an invoice draft
  • A shared room per deal
  • Video message in the quote
  • Engagement analytics and heatmap
  • modules.features.proposals.ai
  • E-signing with an audit trail
  • Opens and downloads
  • Time per page
  • API access
  • Several entities or brands
  • CRM sync with HubSpot, Pipedrive, Salesforce and Dynamics 365 being activated
  • BankID signing and identification being activated
  • Links on your own domain being activated
  • Conditional content planned
  • SSO with SAML planned
Start a 14-day trial

Being activated: built and part of the tier at the price shown, but not yet switched on. It waits on agreements and accounts on Closepact's side, not on more development, and until then the app shows it as unavailable.

Planned, not delivered. It is listed so the tier is honest about where it is going — but none of it is part of what you pay for today.

Together, and apart

Works with the other two

With the scheduling module an accepted quote becomes a job to be planned, with the customer, the service address and the accepted lines already on it — on acceptance or at a button, as you set it, on the Väx and Pro tiers. With the invoicing module and no scheduling it becomes an invoice draft instead; with both, the approved hours become the invoice.

And works without them

On its own the module is complete: quote, signing, tracking and archive. An accepted quote exports as CSV, iCal or a webhook, so the next system receives it without anyone retyping the price list.

All three modules

Honest about the edges

What the module does not do

This is here because it is cheaper to read now than to discover after the contract is signed.

  • Signing today uses a traceable e-signature, not BankID. BankID signing and identification are built but not yet switched on — they wait on Closepact's BankID agreement — and the tier table marks them as being activated. The SMS one-time code is in the same state: until an SMS service is set up, the code goes by email.

  • We do not issue a qualified signature (QES) and are not our own trusted issuer. Nor do we call the standard signature advanced: the signer holds no signing key under their sole control. A BankID signature will be advanced once BankID is switched on; it will not be qualified.

  • The handover from accepted quote to job or invoice draft needs the Väx or Pro tier and the scheduling or invoicing module; without them the quote leaves as CSV, iCal or a webhook. It makes the job or the draft and nothing more: a person plans the job and issues the invoice, and a customer with no service address to pick gets a job that says so.

  • Time per page requires the server to be able to rasterise the PDF. Without that tool you get opens and downloads but not page level — and the interface tells you which of the two you have.

  • The block editor publishes the quote to a link, not to a PDF. PDF rendering of the quote is planned.

  • CRM sync with HubSpot, Pipedrive, Salesforce and Dynamics 365 is built for Väx and Pro but not yet switched on: each CRM waits on Closepact's registration there. Lime, Upsales and SuperOffice are not covered. Until then a CRM is connected through the REST API and signed webhooks.

Common questions

Questions we get

Is an electronic signature binding in Sweden?

Yes, for the agreements a service company usually signs. Under Article 25 of eIDAS an electronic signature cannot be denied legal effect or admissibility as evidence because it is electronic, and Swedish law has no general form requirement for most commercial agreements; the exceptions, such as a deed of sale for property, need a handwritten signature. What gets tested in a dispute is the evidence: who signed, when, and whether the document changed since. That is what the one-time code, the document fingerprint and the hashed event chain are there to answer — a later edit breaks the chain rather than hiding.

Do you use BankID?

Not yet, though it is built. BankID signing — per document or per signer — and identification with BankID before a document opens are in the product, and wait on Closepact's BankID agreement before they can be switched on; until then the panel shows them as unavailable. Today documents are signed with an e-signature after a one-time code by email, with a full audit trail including the signer's IP and browser. The tier table marks BankID as being activated rather than putting a tick beside it.

Do you charge per signature?

No. E-signing is included with no per-use price on all three tiers. BankID, once it is switched on, is a per-use cost on Väx and Pro, because that is how BankID is billed to us — 4.49 kr per signature, against 4.99 to 8.99 at Bokning och Schema.

Can the customer change the quote?

Only by ticking the optional lines you offer. The lines, quantities and prices you set are the ones they accept. A sent quote is locked: to change it you take it back to draft, which withdraws the old link, and send it again.

What happens to a quote nobody answers?

Reminders go out on the interval you set and stop the moment the customer signs. At the expiry date the quote can no longer be accepted — the check happens at signing, not only in an overnight run, so an expired quote cannot be signed at two in the morning.

Can we use our own logo and domain?

Your logo, yes; your own domain is built for Pro and being activated. The deal room shows your organisation's logo and primary colour, and the logo heads the emails your customers get — quotes, signing requests, invoices and reminders. Links on your own domain, such as sign.yourcompany.se, take a CNAME record in your DNS and get their certificate automatically; until that is switched on, links and rooms go out on Closepact's own address.

Do we have to buy the other two modules?

No. The minimum is one module. Without the scheduling module an accepted quote exports as CSV, iCal or a webhook so the job still travels; without the invoicing module the basis goes the same way. The 15 and 25 per cent discounts are there if you want to add more, but nothing requires it.

Does it sync with our CRM?

It is built and not yet switched on. CRM sync on Väx and Pro connects HubSpot, Pipedrive, Salesforce or Dynamics 365 through the CRM's own sign-in and runs both ways: deals, companies and contacts go to the CRM, changes to linked records come back, and an accepted quote or a signed document adds a note and moves the deal to the stage you map for that connection. Each CRM waits on Closepact's registration with it, and Lime, Upsales and SuperOffice are not covered. Until then a CRM is connected through the REST API and signed webhooks, such as quote.accepted, with an integration of your own.

eIDAS e-signature Audit trail Two-factor sign-in GDPR · DPA

Want to see it on your own numbers?

Twenty minutes, no slides. We set the module up with one of your own cases before the call.