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Quotation to Cash

Quote, sign, invoice and get paid without retyping a single line.

Build a quote, send it as a branded link, and turn the signed version into an invoice in one click. Payments are collected in the same place.

What's included

Inside Quotation to Cash

  • Quotation Builder

    Line-item quotes with full version history, so you always know what was sent and when.

  • Customer E-Sign Portal

    Customers open a branded page and sign live. No login or account needed.

  • Quote-to-Invoice

    One click turns an accepted quote into an invoice, with every line item carried across.

  • Online Payments

    Collect payment online with built-in Razorpay support.

How it works

From first touch to done, in three steps.

  1. 1

    Build the quote

    Add line items and send a versioned quote straight from the deal.

  2. 2

    Get it signed

    The customer reviews and signs on a branded page, from any device.

  3. 3

    Invoice and collect

    The accepted quote becomes an invoice and payment is collected online.

Who uses it

Teams that rely on Quotation to Cash

See how this module fits the way different businesses work.

Per job

margin visibility

Manufacturing Businesses

Production & margin control

  • Work orders
  • Bill of materials
  • Inventory

SLA

timed helpdesk

Service Businesses

Bookings & support

  • Appointments
  • Subscriptions
  • Tickets

Explore the rest of the platform

  • Sales & Pipeline

    Capture every lead and always know whose turn it is to follow up.

  • Production & Service

    Know the true margin on every job before it ships.

  • Team & Insights

    Control who sees what, and see the whole business on one screen.

Ready to run the whole order from one place?

See exactly where every lead, deal and invoice stands. Book a walkthrough on your own use case.