Quotes & e-Signature

From quote to signature — without leaving your CRM.

Create a branded quote next to the customer's full history, send it in a click, and get a signature that stands up — every step documented.

Branded quotes, sent in minutes

The quote is created in the same system that already knows the customer — and lands with them as a personal quote page.

The customer opens a personal quote page — sent by link or email
Recall, fix and resend freely — drafts and corrections are never counted against you
Your look on the quote page — on paid plans, remove the oToK branding entirely
Your legal issuer details — company name, VAT number and registered address — are set once and frozen onto every quote you send, on the page, the PDF and the signed copy
The customer's own national ID or VAT number, when you have it on file, prints automatically under their details — frozen into the quote the moment it's sent, so it can never drift from what's on the signed copy
After quote acceptance, collect or schedule payments through Cardcom or Sumit — available on Scale and up

Acceptance produces a signed PDF with a full audit certificate — so there is never an argument about who signed, when and how.

The customer signs right on the quote page — any device, no app and no account
A signed PDF is generated automatically, embedding an audit certificate: the full event trail with exact timestamps, in Hebrew and English
Optional OTP verification per quote — the signer confirms identity with a one-time code before signing

Quotes live inside oToK, not in a separate tool — connected to the contact, the team's permissions and the payments ledger.

Every quote is managed alongside the customer's conversations, deals and payments
Got paid outside the system? Record the payment against the accepted quote — transfer, cash or any other method
Role-based permissions control who may create, send and delete quotes

Get started with oToK — connecting a WhatsApp number takes minutes.

No credit card required — start right away