For companies that send quotes and invoices
Customers, quotes and invoices
From first contact to paid invoice in one line. Customer data, quotes and invoices are connected, and your customer handles their part in their own portal.
Book a free intro callWhere it hurts
- Customer data lives in a different package than quotes and invoices.
- An accepted quote is retyped into an invoice by hand.
- Chasing payments takes time every month.
How it works
- 1
Customer
Create a customer with company and VAT checks, contacts and locations.
- 2
Quote
Write and send a quote. The customer accepts online or asks for changes.
- 3
Invoice
An accepted quote or finished job becomes an invoice in one step.
- 4
Payment
The customer pays online. Reminders go out automatically when needed.
What we do
We set up quotes, invoices and the customer portal with your branding, terms and way of working, and migrate existing customer data.
Frequently asked questions
Adding a product to this list
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