Quote Header
Include company/owner legal name, contact details, quote number, and issuance date so the document is identifiable and auditable.
A precise leasing quote reduces negotiation time, prevents misunderstandings, and establishes a documented offer that can be incorporated into the final lease; it also helps demonstrate disclosure and intent under ESIGN (15 U.S.C. ch. 96) and applicable state law.
Leasing quotes are prepared and used by multiple parties across leasing workflows; roles differ by size of portfolio and transaction complexity.
Use consistent templates and complete fields accurately to reduce follow-up requests and speed execution.
Include company/owner legal name, contact details, quote number, and issuance date so the document is identifiable and auditable.
List full street address, unit number, floor area, and key amenities; avoid shorthand that could confuse legal descriptions.
Show monthly rent, prorated first month, security deposit, non-refundable fees, and any utilities or parking charges separately for transparency.
State lease start and end dates, renewal options, notice periods, and early-termination penalties in plain language.
Note approvals, background or credit checks, required insurance, and any property-specific conditions that must be met before lease execution.
Specify quote expiration date and provide a clear signature block or eSignature field to record acceptance and intent to contract.
| Field | Configuration |
|---|---|
| Template Name | Standardized lease-quote template for reuse |
| Authentication | Email link by default; SMS or KBA for higher assurance |
| Reminders | Automatic reminders at set intervals |
| Bulk Send | Enable for volume outreach (if supported) |
Determine how you will deliver and integrate leasing quotes with your CRM, accounting systems, and document storage.
Align platform capabilities with your security and compliance requirements and confirm export formats for recordkeeping.
Specify days the offer remains valid, commonly 30 days.
State latest date for acceptance to preserve quoted pricing.
Include due date and whether payment confirms reservation.
Indicate earliest permitted occupancy date.
Set deadline to complete full lease signing after acceptance.
Assemble property details and fees for the offer.
Deliver quote with clear acceptance instructions.
Collect acceptance and any required deposit.
Convert quote into a signed lease and store records.
Martin Properties standardized digital quotes for new listings to reduce turnaround time.
Optica Ventures issued detailed quotes with itemized fees to tenant brokers.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |