Quotes
Quotes help teams send structured offers before closing a sale.
- Draft, revise, and share quote drafts
- Link products, discounts, and tax treatment
- Move customers from quote to invoice lifecycle when accepted
🗃️ Invoices
2 items
📄️ Credit Notes
Create and manage credit notes tied to invoices.
📄️ Proforma Invoices
Create and send proforma documents before final invoice issuance.
📄️ Orders
Sales orders capture pre-invoice commitments from customers.
📄️ Quotes
Quotes help teams send structured offers before closing a sale.