Quotes and invoices, right on the customer
Product catalog, full-screen editor for quotes and invoices, a public online quote with PDF — all on the CRM contact, no second accounting tool.
Quote · A-2026-014
Nordlicht Agency
From quote to paid invoice
One catalog, one editor, one customer record — from the first quote to the open item.
Product catalog
Products with SKU, price, units and tax rates — configurable and reusable.
Quotes
Recipient from the CRM, full-screen editor with line items, finalize, send and convert into an invoice.
Invoices & open items
Create invoices, record payment or cancel — open items with recipient and due date at a glance.
FAQs about Sales
Yes. The public online quote is reached via a token link — recipients accept or decline and download the PDF.
Yes. A finalized quote converts to an invoice in one click — same line items, same customer record.
From the workspace company profile. Units, tax rates, payment terms and online quotes are set in Sales settings.
Related
Quotes that follow up themselves
Create your first quote on the CRM contact — and turn it into an invoice in one click.
Get started