The quote they sign becomes the work.
Build the quote in sections with priced lines, a validity date, a discount and tax, straight from the opportunity. The client signs it through Navalo Signatures, and when it is accepted and signed, one press turns it into a project with its tasks and budget.
- 01Launched from the CRM
- 02Signed by the client
- 03Ava never sets a price
From the opportunity to the project without retyping a line.
The quote starts from the deal it is for, the client signs the PDF it produces, and the project and the invoice are built from its lines.
- R-1 Weekly status reportDelivery
- R-2 Named site leadTeam
- R-3 Waste planNot answered
One requirement has no section yet, and it says so.
A compliance matrix
Paste the requirements from a solicitation and map each one to the section that answers it. Any requirement with no live section is flagged before the proposal goes out.
Priced sections from the opportunity
Start a quote from a CRM opportunity. Lines carry a quantity and a unit price, can pick an item from Inventory & Assets, and roll up through the discount and tax to a total.
Q-0042 for Halden Works
Prepared in Navalo Signatures. It goes out when you press Send.
The client signs it
The quote becomes a PDF with an acceptance box and goes to the client as an outside signer in Navalo Signatures. Nothing is sent until you press Send there.
A first draft from the notes
Ava can draft the sections and lines from the opportunity's notes. It never prices anything, and nothing is saved until you press Save.
New project: Halden Works fit-out
3 first tasks · budget from the quote
Pressing twice still makes one project.
Accepted and signed, it becomes the project
One press creates the project with a first task for each line you marked, and the quote's net value as the budget. Pressing twice still makes one project.
What is included, and where the line is.
Every new workspace starts on a free trial of the full Business tier, no card needed, and lands on Free when it ends. Prices and limits are on the pricing page.
Quotes, the compliance matrix and client signing
Needs the Team plan, and Navalo Signatures for the signing.
Ava's first draft
Uses AI credits; with none left you get a draft built from the opportunity without a model.
One trail from the pipeline to the invoice.
The ones people ask first.
Does Ava decide the price?
Does a signed quote start the project automatically?
Send the quote, start the job.
Add Quotes & Proposals, open an opportunity in the CRM, and build your first quote from it.
Free to start · No credit card required