QUOTES AND INVOICING

Send a quote. Get paid. All in one thread.

Build a quote, get it e-signed, invoice on close, and collect through Stripe — without switching tools or copying a single line item.

See the quote flow
Book a walkthrough

From draft to paid without copy-paste.

Build a quote in 90 seconds

Pull line items from your catalog, apply taxes and discounts, attach terms, and send — no template editing.

  • Line-item catalog with SKU search

  • Tax and discount rules per-row

  • Versioned quotes with revision history

Build a quote in 90 seconds

E-signature without the bolt-on

Native e-signature via the same platform. No DocuSign redirect, no third-party cookie.

  • Legal audit trail on every signature

  • Signer identity tied to message identity

  • Reminders fire automatically on unsigned quotes

E-signature without the bolt-on

Auto-invoice on close

When a deal hits Closed Won, the invoice generates and sends itself — with the payment terms the quote set.

  • Auto-generate invoice on stage transition

  • Payment terms inherited from the quote

  • Remind and escalate on overdue invoices

Auto-invoice on close

Stripe-backed payments

Collect card, ACH, or bank transfer through Stripe. Failed payments retry. Reconciliation is automatic.

  • Card, ACH, bank transfer, and wallets

  • Failed-payment retry with customer notice

  • Ledger reconciliation back to the deal

Stripe-backed payments

Every stage has a receipt.

01

Quote drafted

02

Quote sent

03

Quote signed

04

Invoice issued

05

Payment received

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لا حاجة لبطاقة ائتمان. تجربة مجانية لمدة 14 يومًا.