Quotes

What you negotiate is what gets billed

Q: What's the difference between a quote, an order form and an order?

Three documents, each created from the previous one. The quote is the negotiation: editable, one version per round. Approving it generates an order form, which is frozen and gets sent for signature. Marking that order form as signed creates the order, the permanent record of the deal, and executing the order provisions billing.

Q: What can be negotiated on a quote?

You start from a plan in your catalog and negotiate away from it. Per-unit rates, the subscription fee and the tiers can be overridden, and only the deltas are saved as overrides. A subscription quote can also carry a coupon, applied once, recurring or forever, and up to five prepaid credit blocks that fund wallets on execution.

Q: What happens when an order is executed?

For a subscription quote, execution provisions the subscription on its negotiated plan, applies the coupons and funds the wallets. For a one-off quote, it generates a single invoice. Execution runs once, and if it fails the order moves to a failed status with nothing billed, so it can be run again manually.

Q: Does Lago handle e-signature?

No. Approval in Lago is your team ' s internal sign-off, not a customer-facing one. You download the order form PDF and send it yourself, by email or through a signature tool like DocuSign or Concord. Once it ' s signed outside Lago, you mark the order form as signed and upload the signed contract.

Approve the quote into a locked order form, use your existing signature workflow, then carry the signed terms into billing without retyping the deal.

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Order form

Client information

Contact informationAcme CorpJane Doe, VP Financejane.doe@acme.com

Billing informationHooli1 Market Street, San Francisco, CA 94105Tax number: US 94-1234567

Pricing proposal

This order form covers Acme Corp’s Enterprise subscription for a 12-month term starting October 1, 2026, billed monthly in USD.

Pricing

Enterprise ContractEnterprise • Click to edit the plan

Quote from your catalog

Start from a plan you already bill on and negotiate away from it. Per-unit rates, the subscription fee, the tiers. Only the deltas are saved as overrides.

Nothing left to retype

Executing the signed order provisions the subscription on its negotiated plan, applies the coupons and funds the wallets before the first invoice draws on them.

One record of what was agreed

Each negotiation round is a version. Approval freezes the order form and the values the customer saw. The signed order is the permanent record.

How Lago simplifies quoting

Quote, order form, order, billing. One lifecycle, inside the system that issues the invoice.

Create a quote. Pick the customer and the type: new subscription, amendment of a live one, or a one-off.

Negotiate the terms. Rich text, live pricing blocks, discounts and prepaid credits. Each round is a new version.

Approve into an order form. Approval freezes the version and generates the order form. Download the PDF and send it for signature.

Mark it as signed. Record the signature and upload the signed contract. The order becomes the permanent record of the deal.

Execute the order. Provisions subscriptions, coupons and wallets. Or records the deal when billing runs elsewhere.

Create a quote. Pick the customer and the type: new subscription, amendment of a live one, or a one-off.

Negotiate the terms. Rich text, live pricing blocks, discounts and prepaid credits. Each round is a new version.

Approve into an order form. Approval freezes the version and generates the order form. Download the PDF and send it for signature.

Mark it as signed. Record the signature and upload the signed contract. The order becomes the permanent record of the deal.

Execute the order. Provisions subscriptions, coupons and wallets. Or records the deal when billing runs elsewhere.

Resources

Billing is mission-critical. Lago is engineered for the realities of high-volume enterprises.

Read documentation.

Learn how quotes and order forms work

Browse the API reference.

Approve, sign and execute over REST

Read the changelog.

What shipped in Quotes & Order Forms

Keep every team aligned from quote to billing

Engineering

Keep negotiated pricing in Lago instead of hard-coding each contract.

Product

Use one pricing catalog for standard plans and negotiated deals.

Finance

Review the exact commercial terms before they reach billing.

Operations

Turn the signed order into the billing setup without re-entering the deal.

Frontier AI

Lago has been able to follow the pace of our releases and has allowed us to focus on what we do best.

— Timothée Lacroix, CTO, Mistral AI

Read their story

Quotes & Order Forms FAQ

What is a quote in Lago?

A quote is the pricing proposal a deal is assembled in, built directly in Lago from your catalog: plans, coupons, prepaid credits and add-ons. It's the internal negotiation document, editable and versioned, and the same configuration is what provisions billing once the deal closes.

What you negotiate is what gets billed

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