Product Features
Billing
Let your quoting platform play nicely with your favourite accounting tool.
No obligation. No card details required
Save time and get paid faster
Invoices are auto-generated when a quote or contract is accepted. No more duplication of effort.
Using payment schedules on your quote lets the client know exactly how you intend to bill them.
Each schedules payment creates an invoice on quote acceptance.
Invoices can be automatically created in Sage, Quickbooks or Xero.
Key features
Integration
Connect to Sage, Quickbooks and Xero is a few clicks.Access
Use customer and product information from your connected accounting software.
Automation
On quote acceptance, customer, product and invoice information is created in your accounting package.Seamless integration with your favourite tools
Connect your quoting process to your CRM (HubSpot, Sales Force) and Accounting package (Xero, QuickBooks, Sage) for seamless data management.
