Automate quotes and invoicing: information entered once, from quote to invoice.
We connect your tools so the quote, the purchase order and the invoice are generated from the same source.
The problem
Re-entering is where errors creep in.
When every document is rebuilt by hand, discrepancies pile up: a price that differs, a forgotten quote, a late invoice.
Things we hear a lot
We rebuild the invoice from the quote, line by line.
An accepted quote doesn't always get invoiced.
Terms changed, but the old template is still going around.
Nobody knows which quotes are waiting for an answer.
What we deliver
Four deliverables, in this order.
A single data model
Customers, products, prices, terms: one source of truth that every document starts from.
Generated documents
Quotes, purchase orders and invoices produced in the format you need, from that source.
Links between your tools
CRM, accounting, storage: information flows instead of being retyped.
Follow-up tracking
Unanswered quotes, unpaid invoices: reminders are prepared and sent after your approval.
How it runs
Three steps, without interrupting your invoicing.
Data model
2 to 3 weeks
We list your customers, products, prices and terms, and spot where information gets re-entered. Mandatory mentions and e-invoicing are validated with your accountant.
Build
6 to 12 weeks
Your documents are generated from a single source, with your tools connected (CRM, accounting). We test on your quotes from recent months: each document produced is compared with the one made by hand.
Switchover
At the end of the build
We switch over at the start of a month, so a billing cycle is never split in two. Reminders are live, and you can change a price or a template yourselves.
Before / after
What actually changes.
Typical cases
Where it helps.
Pricing by fixed fee and time spent
A services SME that builds its quotes from several price sources.
Invoicing from orders received by email
Orders arrive as free text: we extract the lines and prepare the invoice.
Chasing payments without thinking about it
An organization that chases unpaid invoices by hand at the end of every month.
Typical situations, not client references.
When not to call us
We'd rather tell you upfront.
Not necessarily. We first check whether it can be connected (import, API, export). We only suggest changing if it's needed.
Invoicing obligations (mandatory mentions, e-invoicing) depend on your situation. We build them into the spec and rely on your accountant to validate.
You decide: human approval for every send, or automatic sending for simple cases.
Free call · 30 min
We'll look at your case in 30 minutes
Free call, no commitment. We'll tell you honestly if it's automatable, and if now isn't the right time.
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