Stop making quotes by hand and forgetting invoices. Automate your entire commercial process: quote → signature → invoice → payment.
While your team is busy chasing deals, the admin behind every quote, proposal, and invoice is slowing everything down.
Two-plus days to create and send a proposal. By the time it lands, deals go cold and competitors move in.
Data gets lost between CRM, quote, and invoice. Every handoff is a chance for mistakes that cost money.
Invoices sent days or weeks after a deal closes. Cash flow suffers and revenue tracking becomes a guessing game.
From the moment a deal is ready to close until the invoice is paid, everything runs automatically.
Quote templates pull deal data from your CRM automatically. Branded, correct proposals generated in seconds, not hours.
A legally binding e-signature step is built into your proposal flow. Track status in real-time and get notified automatically when it is signed. No printing, scanning, or chasing.
The moment a deal is signed, the invoice is created automatically in your bookkeeping system. Synced with your accounting and tracked in real-time.
From CRM deal stage to payment received, fully automated.
Sales moves the deal forward in the CRM.
The system pulls the deal data and creates a branded quote with the correct pricing and terms.
Digital signature, legally binding and trackable.
The invoice is created in your bookkeeping system, sent to the client, and synced. Payment is tracked in real-time.
Everything included in your Deal Flow implementation.
Professional quote templates (branded, legally correct)
CRM-integrated proposal workflow (automatic generation from deal data)
E-signature system (legally binding, trackable)
Automated invoicing (synced with your bookkeeping system)
Payment tracking & reminder automation
Real-time status overview (quote sent → signed → paid)
For FLASKE we automated the full quote-to-invoice flow: a change in the deal stage automatically generates a quote PDF, which is sent for digital signature. Once signed, the invoice is created automatically in their bookkeeping system and synced. Quote generation went from around 2 days to around 2 minutes, and invoicing now runs without manual entry.
Deal Flow is part of our implementation, from around €5.000 one-time. During a free intake call we tailor the scope to your business.
Book a free 30-minute call. We map your current quote-to-payment flow and show you exactly what can be automated.