Set up your company
Open My company template from the Panel to save your business name, contact details, tax rate, bank info, and logo once — every quote and invoice fills them in automatically.
Docs
From empty catalog to first accepted quote.
Create your first quote
In the Panel, pick a saved client or contact, add products with quantities and prices, and watch subtotal, tax, and total calculate live. Save it to My quotes.
Send and track follow-up
From My quotes, send the quote by email with a PDF download link. In Follow-up, mark each quote as sent, replied, won, or lost and see which ones are going stale.
Invoice and get paid
Convert a won quote into an invoice with one click, register each payment in Payments with date, amount, and method, and get alerts when an invoice is due soon or overdue.