Your own product catalogue
Products with a SKU, name, description, price and VAT rate. A line in the quote takes its name, description, price and VAT rate from the product, so two salespeople do not give the same job two prices.
Part of the Offert & e-signering module Quote with priced lines (CPQ)
A quote that does its own sums and can be accepted where it stands.
Pick lines from your own product catalogue, put a discount on a line or on the whole quote, and send the quote's link. The customer reads it, ticks any options, presses Accept, and you get an email the same moment. Part of the Väx and Pro tiers of Offert & e-signering.
What it is
The prices in the quote, not in a spreadsheet beside it
CPQ stands for configure, price, quote. For an installation, service or cleaning company it means something simpler: the same product costs the same in every quote, the system does the sums, and the customer's yes is stored where it can be found again.
Discounts where they belong
A discount in whole per cent on each line, and a discount on the whole quote on top. The quote discount is worked into each line before that line's VAT is taken, so a quote that mixes VAT rates still comes out right.
The sums are done for you
Each line carries its own VAT rate — 25, 12, 6 or 0 per cent — and VAT is summed per rate. Quantities take up to three decimals, so 2.5 hours is 2.5 hours. Subtotal, discount, VAT and amount due are recalculated whenever a line changes, by the same rules as the invoice.
A last day that holds
A quote can be given a last valid day. It can be accepted up to and including that day, and the check runs at the moment the customer presses Accept — not only when the page was loaded.
Options the customer ticks
Mark a line as optional — an extra socket, a dearer fitting — and the customer sees its price and a box to tick, with the total updating as they go. They then accept or decline, with no account. The acceptance records who accepted, the options chosen and the totals at that moment, and you see the choice in the app.
Worked example
How the quote does its sums
An electrical contractor replaces the lighting in a stairwell. The fittings carry 10 per cent off on the line, the customer gets 5 per cent off the whole quote, and VAT is 25 per cent.
Each line is quantity times unit price, less the line's discount. The quote discount is then worked into each line, VAT is taken per line at that line's rate, and every amount is rounded once, to the öre. Change the number of hours and everything is recalculated, down to the amount due.
Labour is entered in hours with decimals — 15.5 here. Every line in this example carries 25 per cent; a line at 12 or 6 per cent would get a VAT row of its own.
Quote
Q-00147Stairwell lighting, four floors
Valid until and including 2026-11-15
| Product | Amount |
|---|---|
| LED fitting, stairwell 12 × 1 450.00 · −10 % | 15 660.00 |
| Motion sensor 4 × 890.00 | 3 560.00 |
| Electrical installation, per hour 15.5 × 650.00 | 10 075.00 |
| Removal and recycling 1 × 980.00 | 980.00 |
- Subtotal
- 30 275.00
- Discount on the quote, 5%
- −1 513.75
- Net
- 28 761.25
- VAT 25%
- 7 190.31
- Amount due, kr
- 35 951.56
How it runs
From product to accepted quote
- 01
Set up the products once
Materials, labour per hour, call-out, removal. A product you no longer sell can be made inactive; quotes already written keep their lines.
- 02
Build the quote
Choose products, enter quantities and any line discount, mark the lines the customer should decide on as optional, and put a discount on the whole quote if the deal needs one. Mark the quote for ROT or RUT and it shows a preliminary deduction on the labour lines. The quote gets a running number and the total is recalculated with every change.
- 03
Set a last day
After the last valid day the quote cannot be accepted, and an hourly run marks overdue quotes as expired.
- 04
Send the quote
Sending gives the quote a link of its own, which Closepact emails to the customer or you copy into your own message. The customer opens it in a browser — no account, no app, no deal room needed. From then on the quote is locked: to change it you take it back to draft, which kills the old link.
- 05
The customer answers
On a yes an email goes to you with the options the customer chose, the acceptance shows in the app at once, and a quote.accepted webhook goes out to the systems you have connected through the API. With the scheduling or the invoicing module the quote is then handed over, as described below.
After the yes
What happens once the customer accepts
With the scheduling module the accepted quote becomes a job to be planned; with invoicing and no scheduling, an invoice draft. It happens the moment the customer accepts, or at a button on the quote — you choose which per organisation. The customer, the contact, the service address, the accepted lines with their quantities, prices, discounts and VAT rates, and the ROT/RUT choice go across; of the optional lines, only those the customer ticked. Nothing is planned or sent by itself, and without either module the acceptance travels on by webhook, CSV or iCal, as before.
The quote can show a preliminary ROT or RUT deduction: 30 per cent of the labour lines including VAT for ROT, 50 per cent for RUT, with materials left out. It is labelled preliminary because the annual ceiling per buyer is not applied — that depends on what other companies have already claimed for the same person. The deduction that counts is made on the invoice, in the Fakturering & kundreskontra module from the Väx tier, where Closepact also builds the claim file you import in Skatteverket's e-service once the customer has paid.
So the customer sees, before saying yes, what is labour, what the deduction is likely to be and what they would pay after it. Konsumentverket, the Swedish Consumer Agency, recommends a written agreement stating that a ROT deduction will be made, and says that an approved quote is the parties' agreement.
Source: Konsumentverket, Anlita hantverkare (in Swedish) · Invoicing & receivables
Tier and price
In the Väx and Pro tiers
Quotes with priced lines are in the Väx tier, 379 kr per user per month, and in Pro, 429 kr, and so is the handover of an accepted quote to a job or an invoice draft. Start, 199 kr, has templates, sending, reminders, open tracking and e-signing, but not priced lines. Prices are per user per month with no minimum, excluding VAT on an annual agreement.
Add a second module — Fakturering, say, for ROT and RUT on the invoice — and 15 per cent comes off the whole amount; with all three, 25 per cent. Each module has a 14-day trial.
Example: three people who write quotes
- Väx, per user per month
- 379 kr
- Users
- 3
- Per month, excl. VAT
- 1 137 kr
Annual agreement. The same three users on Pro: 1 287 kr per month.
Honest about the edges
What the quote does not do
Cheaper to read now than to discover when the first quote has to go out.
The handover makes a job or a draft and nothing more: the job still has to be planned and the invoice issued by a person. A customer with no service address to pick gets a job without one and a warning on it, and a quote with no customer at all is not handed over automatically.
The ROT/RUT figure on the quote is an estimate. The annual ceiling per buyer is not applied, and nothing is claimed from Skatteverket from the quote.
No unit column. A line is a quantity of a product, so the unit belongs in the product's name — per hour, per metre.
The customer can tick optional lines but cannot change a quantity or drop a fixed line. Anything else means a revised quote.
A sent quote cannot be edited where it stands, and an accepted or declined one cannot be changed at all. Taking a sent quote back to draft withdraws it and kills its link; the next send gets a new one. There is no version history beyond the audit log.
No PDF of the quote, and no CSV import of products: the product list is built in the app or through the API.
Common questions
Questions about quotes
The answers describe what is built today. If your question is missing, write to sales@closepact.com.
Is it enough for the customer to press Accept, or do they have to sign?
For an ordinary order for a piece of work, a yes is enough. Even an oral agreement is binding, and Konsumentverket says an approved quote is the parties' agreement. What decides a dispute is what you can show: the time, who accepted, the options chosen, the quote number, total, IP address and browser are stored. If you want a signature, for a service agreement running several years, say, send the agreement for e-signing, which is in every tier.
Can the quote work out the ROT deduction?
As an estimate, yes. Mark the quote for ROT or RUT and it shows a preliminary deduction: 30 per cent of the labour lines including VAT for ROT, 50 per cent for RUT, materials left out. The annual ceiling per buyer is not applied, because it depends on what other companies have already claimed for the same person — hence preliminary. The deduction itself is made on the invoice, in the Fakturering & kundreskontra module from the Väx tier.
Can we have different VAT rates on the same quote?
Yes. Each line carries its own rate — 25, 12, 6 or 0 per cent — taken from the product and changeable on the line, and the quote shows the VAT owed at each rate. The invoice in the invoicing module works the same way, so the figure the customer accepts is the figure they are later billed.
What happens if the customer answers after the last valid day?
Then the quote cannot be accepted. It is valid up to and including its last date, and the check runs at the moment the customer presses Accept — an old link that still opens the page is not enough; the customer sees that the quote has run out. Every hour, overdue quotes are marked as expired. If you want to stand by the price, send a new quote with a new last day.
Can the customer choose between options?
Yes, between the lines you mark as optional. Each shows its price and a box to tick, and the total updates as the customer ticks. The choice is recorded with the acceptance and shown to you, and the accepted total is the total of what was chosen. Quantities and fixed lines stay as you priced them: if the customer wants something else, you take the quote back to draft, change it and send it again.
Does the accepted quote become a job or an invoice?
Yes, on Väx and Pro, if you also have the scheduling or the invoicing module. With scheduling it becomes a job to be planned, with the customer, the service address and the accepted lines on it; with invoicing and no scheduling, an invoice draft with the same lines, VAT rates and ROT/RUT choice. It happens on acceptance or at a button on the quote, as you set it, and only once per quote. You get an email with a link, and the webhooks work_order.created_from_quote and invoice.created_from_quote tell any other system you have connected.
Also in this module
Deal roomOne link per deal: the quote, documents, files from the customer, chat. Pro tier. E-signingFour roles, order enforced on the server, a one-time code by email and a completion certificate. Every tier. No QES; BankID is built and being activated. AI draftingBusiness cases and meeting summaries drafted from the deal. Pro tier only.
See it on your own work
Twenty minutes. We set up a quote of yours before the call.
This page describes one capability of the module. What is bought is the module — from 199 kr per user per month.