From quote to signed contract, in one flow.
Create a quote, send it by PDF and email, get customer approval, convert to a contract — with version history and auto-renewal. The last mile of the sale, with no gaps.
Every step from quote to contract.
Not a separate quoting tool — it’s in the customer record. A quote is approved, turns into a contract in one click, nothing copied by hand.
Quote creation
Build a professional line-item quote in minutes.
Send by PDF & email
Deliver the quote to the customer in one click.
Customer approval
The customer views the quote online, then approves, signs on screen if they wish, or rejects.
Version history & compare
Keep every revision, see the difference.
Convert to contract
Turn an approved quote into a contract in one click.
Auto-renewal
Remind on expiring contracts on time.
Online Payment (PayTR)
Let the customer view the quote online and pay by card right there — no days lost between approval and payment.
Import Line Items via OCR
Upload a photo of a price list or an old quote; the line items, quantities and prices fill themselves in.
Import Line Items from Excel
Bring long item lists in from Excel in one go instead of typing them row by row.
Customizable Quote Template
Your own design, logo and layout; preview it as PDF and set it as the default.
Variable Templates & Cloning
Build templates with variables like {{customer}} and {{total}}; clone an existing template to derive a variant.
Template Gallery
Don't start from a blank page — pick a ready-made quote template and adapt it to your brand.
Quote Analytics & Export
How many quotes were accepted, and at what value do you stall? Export the data as CSV or Excel.
Multi-Currency + Live Rates
TRY, USD, EUR and more; the rate at quote time is stored and current rates are fetched live.
A quote, with the customer’s context.
A separate tool splits the flow. In Rocketly a quote is born in the record — approval, contract and renewal in one place.
Sales, account management and finance.
Fast close
Send the quote instantly, don’t stall approval.
Renewal
Kick off renewal before expiry.
Clean record
Approved quotes and contracts in one place, traceable.
Visibility
Which quote is where — at a glance.
Bring your quote flow into one place.
Quote, approval, contract and renewal — beside your customer data, with no gaps.