Quotes and proposals generated straight from the deal — numbered documents, invoiced via 4invoices
Build the quote from the deal, pick products and prices from the catalogue, e-mail it to the client and, once accepted, issue the invoice through 4invoices with the “Issue invoice” button. No Word documents copied by hand.
From deal to quote and invoice, without leaving the CRM
Quote linked to the deal
The quote starts from the deal, with the linked contact and company — no more copying data from one place to another.
Product catalogue
Pick products and services from the catalogue with their prices, and totals are calculated on the document.
Numbered documents
Every quote gets a document number and a printable version.
Send by e-mail
E-mail the quote to the contact straight from the CRM, and its status becomes “sent”.
Clear statuses
Mark the quote as accepted and see in the list which quotes are drafts, sent or accepted.
Issue the invoice via 4invoices
From an accepted quote you issue the invoice in 4invoices; once invoiced, the quote becomes read-only.
Your sales team stops juggling CRM and Word. The quote is born from the deal, e-mailed, marked accepted and invoiced through 4invoices — the whole flow stays linked to the same contact and company.
Frequently asked questions about quotes and proposals
Turn every deal into a professional quote
Set up your product catalogue and issue your first numbered quote from a deal.