KovaPDF for Sales Teams

Get the yeswhile the call is still warm.

Buyers decide on the call and cool off by the weekend. Fix the price in the proposal you already have, send it to your client to sign, and see when they open it.

  • Clients sign without an account
  • See when it's opened and signed
  • Files deleted after processing
The KovaPDF editor with a sales quote open. The discount line has just been edited, and a box next to the client's signature field offers to send it to her for signing, with a countersignature after.
Request signaturesTEAM
Send it to your client to sign

Marta signs first from a private link. Daniel gets the email to sign only after she has.

1Marta Lindqvist[email protected]Signs
2Daniel Reyesyou · signs secondSigns
Sign in order
+ Add a signerSend for signature
Sending from the editor is part of Team and Business. On any plan you can also send a PDF from the Request Signatures tool.
No account for your clientClients sign from a private link on their phone or computer.
See when it's openedEach person's status (emailed, opened or signed) and the time of each step.
Countersign in orderYour client signs first. Your director gets the email only after that.
Fix the price in placeChange numbers in the PDF itself, in the proposal's own font.
A day in sales

The moments a deal is won or lost

Four everyday jobs, and how they go in KovaPDF.

  1. 09:20After the call

    They like it, but they want a 12% volume discount.

    The problem

    Changing the proposal in the design file means waiting for someone else. The client wants it this morning.

    What you do in KovaPDF

    Open the PDF proposal in the editor and change the discount line and the total. The new numbers use the proposal's own font. Reusing last month's proposal? Find & replace swaps the client's name on every page.

  2. 11:00Building the pack

    Slides, price sheet, case study and terms, as one file.

    The problem

    Four attachments get opened in the wrong order, or not at all.

    What you do in KovaPDF

    Turn the PowerPoint and the Excel price sheet into PDF. Merge everything in the order you want it read. Compress it so it gets through any inbox.

  3. 15:30They said yes

    They said yes on the phone. Now it needs a signature.

    The problem

    Every day between the yes and the signature gives them time for second thoughts, or a call from a competitor.

    What you do in KovaPDF

    Send it with Request Signatures. Your client signs first on their phone, then your director signs. You see when it's opened and signed, and you can send a reminder in one click.

  4. 17:10Partners

    A reseller needs your price list, but it mustn't go any further.

    The problem

    A plain PDF can be copied, edited and passed on, with no sign of where it came from.

    What you do in KovaPDF

    Stamp every page with the reseller's name using Watermark. Remove your internal notes with Redact. Then add a password and turn off editing and copying.

Proposals

One proposal, read in the order you planned.

Buyers pass your proposal to people you'll never meet. Make it one clean file that reads in order: their problem, your answer, the price, the signature page.

  • PowerPoint, Word and Excel files turned into PDF pages
  • Drag pages into order, or remove the ones this client doesn't need
  • Compressed so it gets through any inbox
  • Header & Footer puts the client's name and date on every page
Merge a proposal
Price lists

Share the price list, not the spreadsheet.

Partner prices should reach the partner and stop there. Put their name on every page, and choose what they can do with the file.

  • A text or logo watermark on every page
  • A password, with printing, copying and editing on or off
  • Remove internal notes for good with Redact
  • A footer with the date you sent it
Watermark a PDF
Privacy

Your prices are your edge. Here's what we do with them.

Prices, margins and client details. This is what happens to them in KovaPDF.

Sent over a secure connection

Your files travel to and from us encrypted (TLS).

Deleted after processing

When a tool runs on our server, we keep the file only while we work on it. Then we delete it.

Signing files have an end date

Files in a signature request are deleted 30 days after the request ends. Download your signed copy before then.

Some tools never upload

24 tools, like Merge, Split and Protect, work only in your browser. The file stays on your device.

Redaction really removes

What you black out is deleted from the file. Nobody can copy it or find it by searching.

Two-step sign-in

Anyone can turn it on. On Business, an admin can make it a must for everyone.

To be clear: the PDF editor and most converters run on our servers, so your file is uploaded when you save. We process it in memory and then delete it. This is not end-to-end encryption. If you need that, use the tools that work in your browser.

How we protect your files
Plans for sales teams

One rep or the whole sales team

Every tool works without an account. When your whole team uses PDFs every day, put everyone on one plan.

Team

For small sales teams

One plan for everyone, on one bill.

  • Pro for each person
  • Send for signature straight from the editor
  • Team chat and support requests
  • Add or remove people any time
  • Priority support
See Team plans
Business

For larger sales teams

An offer shaped around your organisation.

  • Send for signature straight from the editor
  • Seats split by department
  • Admins can make two-step sign-in a must
  • Pay by bank transfer or purchase order
  • Help moving your team over
  • A support contact of your own
Get a quote

Selling on your own? Pro covers one person.

Questions

Questions sales teams ask us

Can I change a price in a proposal that's already a PDF?

Yes. Open it in the PDF editor, click the line and type. The new number uses the font already on the page, and the old one is removed, not covered with a white box. Find & replace changes a client's name on every page at once.

Do clients need an account to sign?

No. Only you need a free KovaPDF account. Your client opens a private link on their phone or computer and signs there.

Can I send it for signature straight from the editor?

Yes, on Team and Business plans. You add your client and send it without leaving the editor. On any plan, including the free one, you can do the same with the Request Signatures tool. You just need a free account.

Can my manager sign after the client?

Yes. Turn on “Sign in order”, add your client first and your manager second. Your manager gets the email only after the client has signed. You can also add someone who just gets a copy.

Can I stop a price list from being edited or copied?

Protect PDF adds a password and lets you turn off editing, copying or printing. No file lock stops someone taking a photo of the screen, so a watermark with the reader's name helps too.

Are e-signatures OK for sales contracts?

In many countries, yes, for many everyday contracts. Rules differ by country and by document, so check what applies to you. If a certificate signature is required, use Digital Signature.

They're ready to sign today.Be ready to send.

Fix the price, send the proposal and watch for the signature, right in your browser.