The platform, in detail.

Multiple quotations per deal

Offer several pricing scenarios within one deal and mark one as the primary quotation.

Quotation versioning

Group versions together so you can iterate on a proposal while keeping a clean history of every revision.

Structured sections & line items

Organize proposals into logical sections with a mix of line types for clarity.

Flexible line types

Use standard product/service lines, section title rows, and automatic subtotal lines to build readable, professional layouts.

Optional lines

Mark lines as optional so clients can add or remove them — turning a static quote into an interactive choice.

Hidden & nested lines

Hide internal lines from the client view, and nest lines under parents for complex offers.

Granular per-line pricing

Set quantity, unit price, a coefficient/multiplier, and a per-line discount (percentage or fixed amount).

Automatic totals

Totals excluding and including tax are calculated instantly as you edit.

Global discounts

Apply a discount to the whole quotation as a percentage or a fixed amount.

Media on lines

Attach images to line items to illustrate products and services.

Cover page & logo control

Toggle the cover page and logo on or off to match the document to the context.

Per-quotation legal text

Add legal notices and legal mentions directly to each quotation.

Clone quotations

Duplicate a quotation to reuse its structure.

Custom fields

Extend quotations and individual lines with your own data fields.

Signer capture

Record the signer's first name, last name, and email for a clear, accountable signing process.

Signature workflow with date tracking

Capture when a quotation is signed, creating a timestamped record of agreement.

Status-driven workflow

Quotation statuses automatically advance through stages (Draft → Sent → Signed) based on real actions.

Send tracking

Know which quotations have been sent and where they stand.

Custom statuses

Define your own stages (Draft, Sent, Signed, Rejected, or anything else).

Automatic triggers

Statuses can update automatically on key actions: created, sent, and signed.

Color-coded for clarity

Assign colors to each status so the state of every deal is obvious at a glance.

Deal View Links

Generate a unique, shareable URL for any deal that clients can open in their browser — no account or login required.

Deal View templates

Define exactly which fields and information appear in the shared view, so clients see a clean, curated presentation.

Default views

Set a default presentation template to keep external-facing deals consistent.

Multiple links per deal

Create several shareable links for the same deal for different audiences.

Link management

Update or revoke links at any time; deleting a link instantly invalidates the old URL.

One-click PDF generation

Produce a polished PDF of any deal or quotation on demand.

Public PDF links

Clients can download the PDF directly from a shared link, with no friction.

Full product & service catalog

Store products with a name, reference/SKU, and rich description.

Active & archived states

Keep your working catalog clean while preserving discontinued items.

Supplier links & internal notes

Attach external/supplier URLs and private tips or notes for your team.

Units of measure

Define the unit each product is sold in (hours, units, kg, etc.).

Product media

Attach images and files to each catalog item.

Custom fields

Add your own attributes (category, brand, etc.) to products.

Price categories

Create multiple pricing tiers — retail, wholesale, regional, or customer-specific.

Per-category product prices

Map each product to a price within each category.

Default category

Designate a default pricing tier for quick quoting.

Tax management

Configure tax rates and apply them per line, with totals computed automatically.

Customer contacts

Store full contact records: name, email, phone, civility, job title, plus separate billing and delivery addresses.

Auto-generated reference numbers

Each customer gets a unique reference for easy lookup.

Customer companies (B2B)

Manage company accounts with legal name, trade name, SIRET/SIREN, VAT number, and address.

Contact-to-company linking

Associate contacts with their organization for cleaner B2B records.

Archiving

Archive contacts and companies you no longer actively work with.

Deletion safeguards

Built-in checks prevent deleting records that still have linked deals or contacts.

Custom fields

Extend customers and companies with your own data points.

Works across every entity

Add fields to deals, customers, customer companies, products, quotations, and quotation lines.

13 field types

Text, Multiline Text, Rich Text, Number, Date, Date & Time, Single Select, Multi-Select, Image, User picker, Formula (calculated fields), HTML, and System fields.

Calculated formula fields

Compute values automatically from other fields.

Visibility & behavior controls

Mark fields required or optional, editable or read-only, and public or internal.

Layout control

Set field width and display order so forms stay tidy.

AI-enabled fields

Flag fields to take advantage of AI assistance.

Email templates

Reusable email templates for sending quotations, with subject lines and a default-send option.

Legal notice templates

Standardized legal notices ready to drop into documents.

Terms & conditions (CGV) templates

Maintain your standard terms and apply them consistently.

HTML & dynamic variables

Templates support rich HTML formatting and variables that auto-fill with deal, customer, and company data.

Centralized asset library

Store images, PDFs, and documents in one place.

Flexible uploads

Upload files directly or import them from a URL.

Automatic thumbnails

Image thumbnails are generated for fast browsing.

Folder organization

Group assets into folders/categories.

Broad format support

JPEG, PNG, GIF, WebP, SVG, and PDF.

Saved filter views

Save preferred filters, column selections, and sort orders per entity (deals, customers, quotations, and more).

Private or shared

Keep a view to yourself or share it with the team.

Favorites & defaults

Mark favorite views and set a default for each list.

Powerful filter operators

Filter by equals, contains, starts/ends with, greater/less than, and more — across both standard and custom fields.

Multi-user accounts

Add your whole team to a shared company workspace.

User groups with granular permissions

Define roles and control exactly what each group can access and do.

User management

Invite and create users and manage their profiles.

Per-user defaults

Each user can have their own default views and preferences.

Company profile

Configure your logo, cover image, address, SIREN, and country.

Multi-currency

Work in your currency of choice with full control over formatting.

Numbering configuration

Define how deals and quotations are numbered.

Deal settings

Centralized defaults that shape how deals behave across the account.

Hot-Deal Score

A real-time engagement score that surfaces the opportunities heating up and most likely to close, so reps can pounce at the right moment.

Cold-Deal Score

Automatically flags deals that are losing momentum or going stale, ensuring no opportunity quietly slips away.

Recipient engagement tracking

See how prospects interact with shared deals and proposals — opens, views, and time spent — for insight into genuine buyer interest.

Analytics dashboard

Visualize pipeline activity, deal engagement, and proposal performance at a glance to steer your sales strategy with data.

Per-deal activity insights

Track viewing behavior on each shared deal-view link to understand what's resonating.

Prioritization at a glance

Color-coded scoring helps the team focus energy on the deals that matter most.

Full REST API

A token-authenticated API (X-API-KEY) covering every entity in the platform — deals, quotations, products, customers, and more.

HubSpot integration

Map Duodeal fields to HubSpot properties and sync custom fields and contacts between the two systems.

AI capabilities

AI features available on supported fields.