Quotes & Invoicing
Build and send quotes, online approval, invoices, and the service catalog.
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- 1The quote lifecycleDraft to paid, every state a quote can be in, who moves it, and the automatic follow-ups along the way.
- 2The service catalogPrice a job once, quote it forever. The catalog is why a quote should take ninety seconds, not ten minutes.
- 3Recurring charges create real invoicesWhy monthly billing rows appear in your quotes list, and why they deliberately stay out of your pipeline stats.