With quotes and invoices, you can streamline your sales process, generate professional quotes and invoice your clients directly within noCRM.
An administrator sets up the feature once in the admin panel. Your team can then create quotes and invoices directly from the leads.
What will you find in this section?
This section guides you through setting up and using quotes and invoices:
Activate quotes and invoices, choose how they can be edited and define their numbering.
Add your logo and default information, and choose the layout and colors of your documents.
Create quotes, turn them into invoices and send them to your clients.
Automatically update the amount and status of your leads based on your quotes and invoices.
Important: Only administrators can configure quotes and invoices. If you are not an administrator, ask one to set up and activate the feature for you.
Best practice: Complete the setup and test it with a few draft documents before you activate Live mode.