From quote to paid invoice.
Quotes are written in Word, invoices in the next tool. You write the quote on the contact, your customer accepts online, and you turn it into the invoice.
Card required at start. Your subscription starts after 14 days unless you cancel before.
or book a demo (30 min)What your team gains
Less retyping. Paid faster.
Accepted online
Your customer opens the quote by link and accepts or declines.
One click to invoice
The quote becomes the invoice, with the same line items.
Time becomes an invoice
Tracked project time becomes a draft invoice with a PDF time report.
Write the quote. Get it accepted online.
You pick the contact from the CRM and line items from your catalog. Your customer gets a link, sees the quote and downloads it as a PDF.
- Products with price, unit and tax rate
- Accept or decline by link
- PDF to download
- Sender, address and logo from your company profile
Invoices that fit your day-to-day work.
You record payments and see what is still open. Payment terms with early-payment discount, small-business rules and reverse charge are included.
- Record a payment or cancel an invoice
- Open items with due date and status
- Payment terms with early-payment discount
- Small-business rules and reverse charge
Quotes and invoices in the same record
Recipients come from the CRM. Whoever opens the record sees what was quoted and invoiced.
- Recipients straight from the CRM
- Tracked time becomes an invoice and is marked as billed
- Deals and pipeline stay in the CRM
Frequently asked questions
Yes. They open it by link, accept or decline and download the PDF.
In one click. Line items and recipient stay the same.
Write your first quote
Try it for 14 days, from request to invoice.
Card required at start. Your subscription starts after 14 days unless you cancel before.
or book a demo (30 min)