Quotes your client accepts online that turn into invoices.
Build the quote in the same wizard you invoice with and send it with your brand. Your client opens it with a PIN, accepts or declines it with comments, and you see it instantly.
- With your brand. Your logo, colors and template, as a quote or as a pro forma invoice.
- Online acceptance. A secure page with a PIN, from a computer or a phone, with no accounts to create.
- In real time. Know when they opened it and what they answered, with email notices and follow-up reminders.
- To invoice in one click. An accepted quote opens the invoice already built, with the client and lines they approved.
- Your sales funnel. How much you quoted, won and lost, and why, in Excel or PDF.