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.
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
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
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
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
Every stage has a receipt.
01
Quote drafted
02
Quote sent
03
Quote signed
04
Invoice issued
05
Payment received
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