Convert Proposals & Estimates to Invoices

Convert Proposals & Estimates to Invoices

Software Updates

December 19, 2023 ● 2 min read

Convert Proposals & Estimates to Invoices
Get ready to supercharge your billing process with our latest feature: Automatic Invoice Creation. Say goodbye to manual invoicing hassles and hello to streamlined, error-free billing that boosts professionalism and saves you valuable time.
Proposals & Estimates to Invoices: This new update generates invoices automatically after proposals or estimates are accepted by the client, eliminating manual efforts and ensuring accurate billing. 👇🏻

💵 Why does it matter to your business?

  1. Efficiency: Instantly converts accepted proposals or estimates into invoices, saving you time and effort.

  2. Professionalism: Enhances client experience with seamless transitions from proposals to invoices, showcasing your business’s professionalism.

  3. Accuracy: Eliminates manual errors by automating the invoice creation process, ensuring accurate billing every time..

⭐️ How to Convert Proposals & Estimates to Invoices:

  1. Create Proposal/Estimate: In our CRM, craft your proposal or estimate tailored to your client’s needs.

  2. Drag and Drop: Drag and drop elements to create your proposals/estimates format.

  1. Client Acceptance and Signature: Once the client reviews and signs the proposal/estimate electronically, our system records the acceptance.

  2. Automatic Invoice Generation: Upon client acceptance, the system automatically generates an invoice based on the accepted proposal/estimate, including all the necessary details.

  3. Review and Send Invoice: Verify the generated invoice to ensure accuracy. With a click, send the invoice to the client, completing the seamless process.

This feature ensures swift, accurate, and professional billing, allowing you to focus on what you do best – growing your business.
We're excited to bring you this valuable tool, and we believe it will streamline your invoicing.
Convert Proposals & Estimates to Invoices today, and let us know how it enhances your professionalism and save you time!

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