From quote to payment, with no re-entry
Quotes accepted online and converted to invoices without retyping, multi-step follow-up sequences, document templates auto-filled from the CRM. The whole closing cycle, chained.
Quotes & Invoicing
Get online acceptance, invoice with no re-entry
PDF quotes with timestamped online acceptance, one-click conversion to invoice, credit notes and automatic reminders on overdue invoices.
- PDF quotes and timestamped online acceptance
- Invoices and credit notes in one flow
- Real-time payment tracking
- Automated payment reminders
Quote #2026-0042Acme Corp
Plugantic Pro licence€18,000
Onboarding & training€4,200
Priority support, 12 months€1,800
Total€24,000
AcceptanceAccepted
PDF
Accepted in 3 d
Sequences
Email, call and task follow-ups, A/B tested
Multi-step sequences mixing email, call and task, with A/B testing of messages. You stay in control of the cadence and can pause an enrollment at any time.
- Automated multi-step sequences
- Email, call and task combined
- A/B testing of messages
- Pause or stop an enrollment anytime
Step 1 · Email sent
Wait 2 d
Step 3 · Call
Step 4 · A/B emailAB
Open rate62%
Document templates
Quotes and contracts assembled from blocks
Build quote and contract templates from blocks, with variables (name, company, amount, line items) populated automatically from the CRM record on every send.
- Templates built from reusable blocks
- Variables auto-filled from the CRM
- Reusable template library
- Send-ready PDF export
Selected block
Reusable blocks
Frequently asked questions
Close more, paperwork less
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