Send quotes by email or WhatsApp. Track open, view, and accept status. One-click conversion to MRA-fiscalised invoices.
How it works
Create a quote with the customer, line items, pricing, and terms. Send by email or WhatsApp. Each quote has a unique URL the customer can open to view, accept, or request changes. Track open, view, and accept status.
One-click invoice conversion
When the customer accepts, one click converts the quote to a MRA-fiscalised invoice. No re-entry of customer or line items. The original quote is linked to the invoice for audit.
Pipeline integration
Won deals in the pipeline convert to quotes in one click. Pre-filled with the customer and line items from the deal. Sales cycle flows seamlessly.
Approval workflows
Configure approval workflows for quotes above a certain value. Manager approval required before the quote is sent.
Internal links
See CRM module, Pipeline Tracking, and Invoicing module.
FAQ
Can I send quotes that convert to invoices?
Yes. Send a quote by email or WhatsApp. When the customer accepts, one click converts it to a MRA-fiscalised invoice.
Can customers view quotes online?
Yes. Each quote has a unique URL the customer can open to view, accept, or request changes. Track open, view, and accept status.
Can I create quotes from a deal in the pipeline?
Yes. Won deals convert to quotes in one click. Pre-filled with the customer and line items from the deal.