How CertusLex works
A professional quote to your client in under five minutes — follow the guide below.
QUICK GUIDE — 6 STEPS
Sign up for free
Create an account with your email and password. Your 30-day trial starts automatically — no credit card required.
Fill in your company profile
Enter your company details once: name, business ID, address, logo, hourly rate and payment terms. They'll auto-fill into every quote.
Open the Quote Tool
Go to the Quote Tool and complete three steps: company info (pre-filled), project details, and specifications.
Describe the project
Write freely about what the project involves — materials, work phases, estimates. You can also attach PDF drawings, Excel spreadsheets or images.
Generate quote
Click the button and wait 15–30 seconds. CertusLex produces a professional quote document with pricing breakdown and timeline.
Send to the client
Enter the client's email and send. The client receives a personal link to comment on or digitally sign the quote.
💡 TIPS FOR BEST RESULTS
More detail = better quote
The more precisely you describe materials, work phases and quantities, the more accurate the pricing CertusLex produces.
Attach the RFQ or drawings
If the client sent a written request for quotation or technical drawings, attach them — CertusLex reads them automatically.
Use the Margin % field
Enter your desired margin before generating. It's built into the prices and is never visible to the client.
Regenerate if needed
If the result isn't right, click 'Regenerate', refine the instructions or adjust the specs.
FREQUENTLY ASKED QUESTIONS