Quotes
Quote to cash software: quote it, send it, invoice it.
Line items with tax and discounts, sent to the client as a link, and turned into the invoice once they say yes.
Notion
Stripe
Loom
Vercel
Miro
Figma
Airbnb
Shopify
Slack
Asana
Spotify
RaycastQuotes in practice.
Price the work, send it as a link, and turn the accepted quote into the invoice.
Line-item quotes, fast
Pull in products, set quantities, add discounts and tax.
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.
Accepted, then invoiced
An accepted quote becomes an invoice in finance with the same lines, no re-keying.
Proposal software for consultants? Only the priced part.
A quote here is a priced document: lines, quantities, discounts, tax and a valid-until date.
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.
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
More in Sales & Pipeline.
Each one is its own page, on the same records.
Quotes, on your own data.
Bring a spreadsheet or an export to a demo and see it there.
Questions, answered
No. Once a quote is Accepted, Convert to invoice opens an invoice with the same line items, quantities and totals. You check it and send it.
They can open and read it online, with no account and no seat, and reply however they normally would. Marking it Accepted is a step somebody on your team takes, and once it is accepted the quote converts to an invoice with the same lines.
You can put a valid-until date on it, and the customer sees it on the document as the date the price holds to. Spodus does not change the status when that date passes — marking a quote Expired is something you do, and you can reissue or extend it in a click.
In Spodus, yes: one document type, on the Quotes board. Whatever you call it, it is a priced document the customer reads, and the accepted one becomes an invoice with the same lines.
At the start. The quote is accepted, the invoice is raised with the same lines, and the client's company record holds both. Add a board for the kickoff tasks, give each a due date, and the client can raise requests through the portal from day one. There is no onboarding template in the box; the checklist is tasks you create.
No. Spodus does not import invoices or estimates from any tool, desktop or cloud, so past documents stay where they are. Contacts and companies come in from a CSV. New quotes and invoices are raised here from the first day, and the old ones stay in the old tool for reference, so keep read access to it if the history matters.