Create professional quotes, convert accepted ones to invoices, and track payments — replace Word docs and manual follow-ups.
Interactive diagram showing apps, databases, and data flow. Hover over components to see connections. Click databases to view table schemas.
Quote Builder
Create quotes with line items, tax, and notes — share via link or PDF.
Invoice Dashboard
View all invoices with payment status, amounts due, and overdue alerts.
Client View
Clients see a branded quote or invoice and can mark it as accepted.
Clients
Client names, contact info, and billing addresses.
Quotes & Invoices
All quotes and invoices with line items, totals, and payment status.
Upload your logo and set your company details for the document header.
Add a client, enter line items, and send the quote link.
Convert accepted quotes to invoices and mark payments as they come in.
