Sales & Pipeline
Quote to cash software: quote it, send it, invoice it.
Spodus is quote to cash software for small teams. Build a line-item quote with quantities, discounts and tax, email the customer a link, and turn the accepted quote into an invoice with the same lines in one click. Quote, invoice and payment sit on one customer record. It is not CPQ: no product configurator, no pricing rules engine.
Quotes in practice.
Quote to cash: send a quote, convert it to the invoice.
01
Line-item quotes, fast
Pull in products, set quantities, add discounts and tax. Totals add up as you type, and your branding is already on it.
02
Send a link, not an attachment
Email the customer a link they open in a browser, with no PDF to chase and no account to create. Its status sits on the quote in Spodus, so anybody on the team can see where it stands.
03
Accepted, then invoiced
An accepted quote becomes an invoice in finance with the same lines, no re-keying. Sales hands off to billing in one click.
04
Proposal software for consultants? Only the priced part.
A quote here is a priced document: lines, quantities, discounts, tax and a valid-until date, sent as a link the customer opens without an account. It is not a designed proposal. There is no cover page, no case-study section and no signature step. If a consultant needs the pitch document, keep that tool and raise the quote here.
One connected system
A quote that flows straight into finance.
The quote is a document on the same customer the deal points at, and accepting it hands its lines to the invoice builder rather than to somebody with a keyboard. One set of numbers from proposal to payment.
- An accepted quote converts to an invoice, lines, quantities and totals and all.
- Both sit on the customer record the deal and the tickets already use.
- Record what the customer pays and the invoice's balance follows it down.
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