If you live on quotes, you know the drill: a Word document, printing, signing, scanning, sending — then waiting for the client to do the same. Every step is a lost day, and a competitor may have already replied.
What the quote and invoicing modules do
- Quotes from templates — with your logo and terms; you change line items, not the whole document
- E-signature and digital acceptance — the client opens and accepts online, from a phone, in a minute. No printer, no scanner.
- VAT invoices — exactly per local rules
- Digital signature and EDI — for electronic document exchange
- Online payment via CPay — the invoice has a button: the client pays by card immediately
- Document archive — everything searchable in one place
Why e-signature wins more deals
It is not just convenience. Every extra step is a chance for the client to reconsider or forget. A quote accepted in one click while they are still interested gets accepted. A quote that needs a printer waits.
Online invoice payment — the most underrated
The biggest problem of small firms is not selling but collecting. An invoice with a pay now button shortens the distance between I will pay and paid.
Benefits you see immediately
- You know who opened the quote and when — you stop guessing when to call
- Numbering is automatic — no duplicates or gaps
- Campaign → quote → invoice → payment in one system, no retyping
- The archive is ready for your accountant, not scattered across emails
Who it is for
Construction, services, equipment, agencies — anyone sending more than a few quotes a month. If you do it by hand today, the first month is enough to see the difference.