Sales & Pipeline
Quote it, send it, invoice it.
Build line-item quotes in minutes and send them for approval. The moment a customer accepts, the quote becomes an invoice in finance.
Included in every plan · free for viewers & customers.
What quotes gives you.
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.
Send and track
Email the quote and see when it is opened and accepted. No PDF attachments to chase, no wondering where it stands.
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.
One connected system
A quote that flows straight into finance.
The quote lives on the deal and turns into an invoice the moment it is accepted. One set of numbers from proposal to payment.
Accepted quote becomes an invoice, lines and all.
The quote sits on its deal and moves the stage to won.
Payment lands, finance marks the invoice paid.
More in Sales & Pipeline.
Every feature comes with every plan, on the same connected data.