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Preparing your workspace
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
Devis #2026-0042Acme Corp
Licence Plugantic Pro18 000 €
Onboarding & formation4 200 €
Support prioritaire 12 mois1 800 €
Total24 000 €
AcceptationAccepté
PDF
Accepté en 3 j
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
Étape 1 · Email envoyé
Attente 2 j
Étape 3 · Appel
Étape 4 · Email A/BAB
Ouverture62%
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
Bloc sélectionné
Blocs réutilisables
Frequently asked questions
Close more, paperwork less
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