Pre-sale
All plansEstimates, quotes, or proposals, sent for customer acceptance, progress-invoiced from acceptance, and converted into an invoice or a revenue arrangement when work begins.
Document types
Choose the label that fits your business. Generate the PDF, send for acceptance, and capture the customer signature with an audit trail.
Progress invoicing
Progress-invoice from an accepted estimate over the life of the engagement. Convert the estimate into an invoice or a revenue arrangement when the work begins. The audit trail ties the accepted document to every downstream record.
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Walk through the workflow with our team. We'll show how it fits your books and answer questions on plan fit, migration, and rollout.
Questions
Yes. The acceptance flow runs on a tokenized URL, so the recipient doesn't need a Quoining login.
The estimate moves to accepted status. From there you can convert it to an invoice or a revenue arrangement, or use it as the source for progress invoicing.
Related
AR
Invoicing, recurring invoices, AR aging, ASC 326 allowance, statement runs, customer portal, credit notes, and multi-currency.
Read moreRevenue
ASC 606 arrangements with performance obligations, as-invoiced or ratable recognition, deferred revenue schedules, and recurring revenue intelligence on Enterprise.
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