Sales & Documentation

Create quotes, sales orders, and invoices, for which you can request online payments from customers that are tracked against their outstanding invoices.


Proposal:

Make proposal very quick with customer information filled automatically, send proposal with one click, track if proposal has been opened, set reminders for proposal, assign task, automatic due reminder.


Invoice:

Quickly send invoices with one click, convert proposal to invoice, link invoice with project, get a complete detail on invoice with automatic reminders of overdue.


Services/Items:

Save list of services/item with its description, price, tax, unit etc. Include these items in proposal, estimate, invoice easily.


Payment:

Receive payment easily, customer has option to make online payment, connect with your own account from list of payment gateways.


Contracts:

Create contracts in a go! Export PDF documents in a minutes and link with your customers. Automatically send reminders to customers before contracts expiry.