Free quotation and proposal software your clients approve online
Stop chasing approvals through email threads. Frostwood CRM lets you build itemized estimates, send proposals and share contracts through a secure client portal where customers accept, decline or sign — and every approved estimate flows straight into invoicing.
- Itemized estimates with taxes, discounts and terms
- Online accept or decline for estimates and proposals
- Contracts signed online in the client portal
Free to use · Every feature included · No credit card required · See all features
Close deals without the back-and-forth
Estimates that become invoices
Build estimates with quantities, taxes, discounts and payment terms. When the client accepts, convert the estimate into an invoice in one click — nothing is typed twice. See invoicing software.
Proposals that get a decision
Send proposals your client reviews and accepts or declines online, with the decision recorded against the customer. Proposals are included.
Contracts signed online
Share contracts through the client portal, where clients read and sign them. The signed contract stays on the customer record. Online contract signing is included.
One history for sales, delivery and finance
Every estimate, proposal and contract is linked to the customer in your sales CRM, so the people selling, delivering and billing the work all see the same record.
Estimates, proposals and contracts in one place
Estimates & quotes
- Itemized line items
- Taxes, discounts and payment terms
- Branded PDF download and email sending
- One-click conversion to invoice
Proposals
- Accept or decline online
- Status tracking
- Linked to leads and customers
- Included free
Contracts
- Online signing in the client portal
- Stored on the customer record
- Included free
Frequently asked questions
Can clients accept a quote online?
Yes. Clients open the estimate in your client portal and accept or decline it. The decision is recorded instantly, and an accepted estimate can be converted into an invoice in one click.
Are proposals and contract signing included?
Yes. Estimates, proposals and online contract signing are all included, free.
Can I send estimates as PDFs?
Yes. Estimates, proposals and invoices can be downloaded as branded PDFs or emailed directly from Frostwood.
Use Frostwood CRM free
Every feature is free for your business, with no credit card required. Set up your workspace in minutes, or let us walk you through it on a live demo.