The quote and its online signature

While the service agreement is signed outside Lumos, the quote is fully managed in Lumos: send, approval, signature, archiving. This page describes the quote cycle and what your client sees.

What the quote is

The quote is the estimate:

A table of items with quantity, unit price, and line total.
A subtotal, taxes (GST 5% + QST 9.975% in Quebec), and the TOTAL.
Your business identity (logo, contact details, GST, QST, NEQ numbers).
Internal references (quote number, contract number, date).
A signature area where the client applies their signature.
An acceptance date.

Lumos generates this document dynamically from project data and your profile, as a PDF.

How the client signs the quote

The client clicks the quote link in the quote email. They land on a Lumos page that presents the quote clearly, with a button or area to sign. They draw their signature with mouse or finger (on mobile/tablet), then validate. The quote then moves to Signed status and the signature date is recorded.

It is fast and lightweight — no account to create, no download, no third-party tool. The whole mechanism is in Lumos.

On the Lumos side during waiting

Until the client signs, the quote appears on the inspection page with:

The total amount (for example “$1,379.70”).
The status Pending signature.

You can:

View the quote PDF as sent (eye icon).
Resend the email to the client (paper plane icon) if you want to follow up.

Lumos does not send automatic reminders — it is up to you to decide when to follow up.

What happens at signature

When the client signs:

The quote moves to Signed on DD/MM/YYYY status.
The PDF is updated to include the handwritten signature and the acceptance date.
The PDF stays archived in the project, accessible at any time.

You may receive an email notification (depending on your Notifications settings) or simply notice the change at your next visit to the page.

The quote PDF

The generated PDF carries several useful pieces of information:

Branding — your logo, your colors, your contact details in the header.
Legal information — GST / QST / NEQ numbers in the footer.
Items — each line with description, quantity, unit price, and line total.
Tax calculation — GST 5% + QST 9.975%, automatic calculation on the subtotal.
Signature — drawn by the client on screen, embedded in the PDF.
Acceptance date — timestamped at signature.

It is a document the client can keep for their archives, and that you can print or archive for your accounting files.

Link with the final invoice

Once the inspection is complete, the Create the final invoice button appears on the inspection page. The invoice picks up the items from the signed quote, applies your taxes and default notes, and becomes the official tax document.

The detail of the billing flow is covered in Chapter 11 — Invoicing.

Modifying the quote after signature

Once the quote is signed, it is frozen. If you need to modify the price (for example because the scope changes or an option was forgotten), the procedure is:

Remove the agreement attached to the inspection.
Resend a new quote with the right items and the adjusted agreement.

See 10.6 Managing an attached agreement.

”View invoice” button on the quote line

On the inspection page, the quote line shows a button labeled “View invoice”. This label is misleading: the button actually opens the quote, not the final invoice (the invoice is created separately after the inspection). It is a UI improvement that has been noted on the product side.