Stop met handmatig offertes maken en facturen vergeten. Automatiseer je hele commerciële proces: offerte → handtekening → factuur → betaling.
While your team is busy chasing deals, the admin behind every quote, proposal, and invoice is slowing everything down.
2+ days to create and send a proposal. By the time it lands, deals go cold and competitors move in.
Data gets lost between CRM, quote, and invoice. Every handoff is a chance for mistakes that cost money.
Invoices sent days or weeks after a deal closes. Cash flow suffers and revenue recognition becomes a guessing game.
From the moment a deal is ready to close until the invoice is paid, everything runs automatically.
Professional quote templates pull deal data from your CRM automatically. Branded, legally compliant proposals generated in seconds, not hours.
Legally binding e-signature platform integrated into your proposal flow. Track status in real-time, get auto-notified on completion. No printing, scanning, or chasing.
The moment a deal is signed, your accounting system creates and sends the invoice automatically. Synced with bookkeeping, payment tracked in real-time.
From CRM deal stage to payment received — fully automated.
Sales moves deal forward in CRM.
Proposal system pulls deal data, creates branded quote with correct pricing and terms.
E-signature workflow, legally binding and trackable.
Accounting system creates invoice, sends to client, syncs with bookkeeping. Payment tracked in real-time.
Everything included in your Deal Flow implementation.
Professional quote templates (branded, legally compliant)
CRM-integrated proposal workflow (automatic generation from deal data)
E-signature system (legally binding, trackable)
Automated invoicing (synced with accounting platform)
Payment tracking & reminder automation
Real-time status dashboard (quote sent → signed → paid)
This solution is included in our Sales Pro package and above.
Sales spends time on the right leads, quotes go out same-day, and invoicing runs on autopilot.
Book a free 30-minute call. We'll map your current quote-to-payment flow and show you exactly what can be automated.