Bespoke work gets approved in steps: brief, drawings, site visit, moodboard, sign-off. QuoteCarta is built around that reality, so nothing stalls in silence.
Stage workflows
Linear or branching: one stage can unlock two, and two can gate one. You decide the path.
Visual flow editor
Draw the sequence by connecting stages on a canvas. No configuration screens.
E-signature built in
Approval means signing, drawn on screen or on a phone via QR code. Stored with the record.
Refuse with a reason
Clients can request changes instead of approving. The reason lands in your inbox and the thread.
Honest dates
Per-stage lead times project the completion date, and it visibly slides while a client sits on an approval.
Files on every stage
Drawings, offers, photos: attach PDFs, spreadsheets and images where they belong.
Messages on the record
One thread per proposal, shared with the client. No more decisions buried in WhatsApp.
Full history
Every change, approval, and signature: who, what, when. An audit trail you can stand behind.
Duplicate in one click
Repeat projects share a shape. Clone a proposal with its stages and flow, and start from there.
Clients & contacts
A lightweight client book with contacts, notes and search. Proposals attach to real records.
Roles & permissions
Admins, managers, users, each with view or manage access per area. People see what they should.
Know the moment
An email lands when a client approves or refuses, sent instantly, not queued for later.
Sent from your address
Connect your own SMTP and every proposal email goes out from your domain, in your name. Replies land with whoever runs the proposal.
One-off or repeating
A stage can bill once, monthly, or every few months. The total shows the split, to you and to the client.
Private by design
Every link is unguessable, the client confirms their email, and you can require an access code. No client accounts, nothing indexed.
