Quotes & invoices
Your documents, already filled in
Keep your Word, Excel and PowerPoint templates: the CRM inserts the right client’s data — contact details, quote lines, dates, totals. You proofread, you send. The document files itself back onto the deal.
Your templates, your layouts
No generic PDF generator: the CRM writes into your own documents via a discreet add-in in Word, Excel and PowerPoint.
Numbering kept in order
Quote 0142, invoice 0087: the sequence is managed, years roll over, and the two stay linked.
From quote to invoice
The invoice picks up the approved quote lines — no re-typing, no discrepancy.
Filed in the right place
Every exchanged document is attached to the client and the deal, reachable from the record and from the email.
Frequently asked questions
No. The add-in works on your existing files; the fields to fill are simply recognised and pre-filled.
The final document — PDF or not — is archived on the deal with its send date, and follow-ups build on it.
Go further
You are…
- CraftspersonQuotes, jobs, follow-ups: the work moves forward, the paperwork follows on its own.
- ArchitectProjects, phases, fees: phase D doesn’t stall because a quote is pending.
- Commercial agentProspecting, portfolios, commissions: your book of business, structured and followed up.
- Estate agencyMandates, viewings, offers: every file moves forward, nothing gets lost.