Sales (Invoices & Proposals)

A tool that builds professional, on-brand invoices and proposals in a few clicks, pulls customer data from your CRM, and shortens the sales process from offer to payment. Just pick the product or service, the price, and the customer — layout, totals, numbering, and delivery are handled automatically. Proposals use professional, customizable templates so your brand looks consistent and trustworthy to every client. Each invoice's status — viewed, approved, or paid — is tracked too, so no deal slips through the cracks.

• Automatic invoice and proposal creation
• Templates matched to your brand
• Linked to customer data
• Payment status tracking