Configure your business
Complete essential seller details, fiscal address, currency and the first series prefix.
A flow that keeps context
How to move from estimate to payment
Each step reuses earlier information and makes it clear when a document consumes the monthly quota.
Create and send the estimate
Add customer, lines, quantities, prices, discounts, taxes, validity and terms; quota is used when sent.
Convert and issue the invoice
After acceptance, create a draft with the same data and number it only when ready to issue.
Record the payment
Log partial or full external payments and see outstanding balances and due dates.
What your customer experiences
- Receives a secure estimate link.
- Reviews seller, lines, taxes, total and terms.
- Accepts or rejects without an account.
- Their response is recorded for the business.
What your business controls
- Retains the exact version that was sent.
- Creates a revision if scope or price changes.
- Converts an accepted proposal only once.
- Issues, records payments and reviews outstanding amounts.
See the customer journey
Open the public demo estimate and review the acceptance experience.