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ModuleQuotes & invoices

Quote, invoice and get paid on the same record.

Quotes built from your catalog and accepted by your customer from a link. Invoices made from the accepted quote, and payments that settle one invoice or several.

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Your customer opens the quote from its link and accepts it by typing their name. The quote becomes an invoice, the invoice is issued, and a recorded payment marks it paid.

From the first offer to the money in.

Products and bundles

A catalog with prices, costs and a billing frequency, one-time or recurring. Save a quote's lines as a bundle and add them again in one step.

Quotes

Lines from the catalog or the deal, discounts, tax, terms and a validity date. Marking a quote sent locks it, and a new revision keeps the one before.

Accepted from a link

Share a link: your customer reads the quote, downloads the PDF and accepts by typing their name. You see when it was opened.

Invoices

Create the invoice from the accepted quote. Issuing stamps the date and locks it, Overdue shows from the due date, and a UAE issuer with a TRN prints a tax invoice.

Payments

Record a payment against one invoice or several, in part or in full. An invoice settled in full turns Paid, and voiding the payment reopens it.

Currencies and the issuer

Each document has one currency and the legal entity that issues it, with that entity's numbering. Daily exchange rates convert totals into your reporting currency.

The Agent does the paperwork.

It drafts a quote from a deal and an invoice from an accepted quote. Sharing, issuing and recording a payment wait for your approval unless the mode is Full autonomy.

Tool registry6 of 523 tools
  • quote.create_from_dealDrafts a numbered quote from a deal's lines.Asks by default
  • quote.reviseOpens a new revision of a sent or accepted quote.Asks by default
  • invoice.create_from_quoteCreates the invoice from an accepted quote.Asks by default
  • quote.shareCreates the link your customer opens.Asks unless Full autonomy
  • invoice.issueIssues an invoice, which stamps its date and locks it.Asks unless Full autonomy
  • payment.recordRecords a payment against invoices.Asks unless Full autonomy

Each square is a mode, left to right: Ask every time (the default), Auto inside the organization, Auto including replies and Full autonomy. A filled square means the Agent runs the tool in that mode without asking.

Documents that know where they came from.

Sent quotes and issued invoices are locked.

  • Numbers come from the system, per issuer and year: the issuer's prefix, the year and four digits.
  • A quote changes by a new revision. An invoice is corrected by voiding it and issuing a new one.
  • The seller's details are copied onto the invoice when it is issued, so later edits do not change it.
  • Voiding an invoice or undoing a payment mark is for Owners and Admins.
  • Your customer's page shows the document and nothing else, never cost or margin, and it stores no IP address.

What shipped lately.

All changes

  1. Document templates

    Build a document out of blocks, keep every publish as a version, and choose the template a quote or an invoice uses.

  2. The legal entity's brand on the page

    A legal entity carries its mark, its brand colour and its fonts, and the preview shows the paper before anything is sent.

  3. A preset for a customer

    A customer can have a document preset of its own, and the page where they read a quote shows the same paper as the PDF.

  4. Paper in two languages

    A document can be issued in two languages, and in the UAE an Arabic side can be added, in the words the law uses.

Read more.

One platform for the whole business.

Every module works on the same records, and the Agent works on them with your permissions.

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