Create professional proposals, send them by WhatsApp, and turn them into an order or invoice without re-entering anything.
Lumon's quotes module helps you respond fast when a customer asks for a price. You put together a proposal with your branding, send it instantly, and follow up until you close. When the customer accepts, the quote becomes an order or invoice with one click, no rework.
Pick products from your catalog, adjust quantities and discounts, and the total calculates itself with taxes included. The document comes out with your logo, your colors, and commercial terms. You can save templates for your most-requested services.
Send the quote by WhatsApp, email, or link. The customer opens it from their phone, reviews it, and approves it online without printing or signing paper. You find out the moment they viewed and accepted it.
See all your proposals by status: sent, viewed, accepted, or expired. The system reminds you to follow up on the ones about to expire so they don't go cold. You know exactly what's left to close and how much is on the line.
When the customer says yes, you turn the quote directly into an order or an invoice. Products, prices, and the customer's tax data are kept. In Mexico you stamp the CFDI 4.0 and in El Salvador the DTE on the spot.
Save different versions of a proposal and compare what changed with the customer.
The customer approves with a digital signature from the link, without printing anything.
Set an expiration date and the quote marks itself as expired.
Quote in pesos, dollars, or whatever currency your customer uses.
Add spec sheets, images, or specifications to the document you send.
Keep a consecutive, orderly number for all your quotes.
Create, send, and close proposals from one place, tied to your sales.