Quotes, Orders & Invoices
Build a quote, convert it to an order once accepted, then invoice it — with line items flowing forward at every step so nothing gets re-typed.
The problem it solves
Turning an accepted quote into an order, then an invoice, usually means re-typing the same customer, line items, and pricing into a second and third document — and each re-entry is a fresh chance for a quantity or price to quietly change along the way.
How it works
- 1Build a quote against a company and contact, with line items pulled from the product catalog and its own status lifecycle (draft, sent, viewed, accepted, rejected, expired).
- 2Convert an accepted quote into an order with one action — its line items copy forward as a snapshot, not a live reference, so later catalog changes don't rewrite history.
- 3Track the order through its own lifecycle (confirmed, processing, in progress, completed), then convert it into an invoice the same way, down to tracking amount paid and due date.
Who it’s for
Sales and order-management staff handling the quote-to-cash process.
Does this handle payment processing or accounting?
No — invoices track status, due dates, and amount paid, but there's no payment gateway or general-ledger integration. It's the sales-document chain itself (quote → order → invoice), not a full accounting system.