New Feature: Convert Proposals & Estimates to Invoices Automatically
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.
What is 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?
Efficiency: Instantly converts accepted proposals or estimates into invoices, saving you time and effort.
Professionalism: Enhances client experience with seamless transitions from proposals to invoices, showcasing your business's professionalism.
Accuracy: Eliminates manual errors by automating the invoice creation process, ensuring accurate billing every time.
⭐️ How to Convert Proposals & Estimates to Invoices:
Create Proposal/Estimate: In our CRM, craft your proposal or estimate tailored to your client's needs.
Drag and Drop: Drag and drop elements to create your proposals/estimates format.
Client Acceptance and Signature: Once the client reviews and signs the proposal/estimate electronically, our system records the acceptance.
Automatic Invoice Generation: Upon client acceptance, the system automatically generates an invoice based on the accepted proposal/estimate, including all the necessary details.
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!
