Product

Everything for quotes, in one place

From the first word in the conversation to the paid invoice. Dealnote handles the paperwork.

Record and summarise

No app to install. Record up to 2 hours, the screen stays on and the audio uploads straight away.

You first tick that the customer knows. Audio is deleted after transcription.

Add photos to the conversation. The AI uses them for the quote.

Wishes, measurements, objections, action points and agreements, neatly together.

Import from Excel or CSV. Columns are recognised. Through the API you keep the catalogue up to date automatically.

Define per situation which items and quantities belong. Formulas calculate, not the AI.

Logo, brand colour, payment term, footers and standard terms appear on every quote automatically.

Quote, invoice, PDF, customer page and emails in the customer's language: NL, EN, DE, FR or ES.

A secret link without login. The customer views and signs with name and signature.

You see whether the quote was viewed, approved or declined. After approval it is locked.

Create an invoice from the quote, email it with a customer page and let reminders go out automatically.

Revenue, conversion, open invoices and follow-up per salesperson.

HubSpot, Pipedrive, Zoho CRM, Salesforce and monday.com. Automatic on approval or decline.

Moneybird, Excel and Google Sheets through a feed or download.

Products, quotes and invoices through the API, with an OpenAPI description and webhooks.

Create and manage quotes and invoices in a conversation with Claude.

Try Dealnote for free, even without an account.