Business app
Quote to Revenue
From proposal to paid: quotes, quote bundles, the quote builder, agreements and retainers, invoices, time and reconciliation — every line traceable to its evidence.
See it in action
Quote to Revenue, screen by screen.
Overview
Pipeline
$482k
+12% this quarter
Unbilled time
$38.2k
64 h to bill
GP margin
41.8%
+10.1 pts
Quote to cash
9 days
−14 days
Invoiced per month
Needs your approval
- Month-end invoice, Coastal Freight$12,400 · AI reviewed
- Change request CR-01426 h · $1,500
- Proposal, Brightline review$28,000 · e-sign ready
Neocortex noticed
Coastal Freight has 31 unbilled hours and a retainer renewal due in 6 days. I have drafted both for your approval.
ReviewThe commercial picture at a glance: pipeline, unbilled work, margin and how long quotes take to turn into cash.
What you get
Outcomes, not just features.
- One traceable chain from enquiry to cash
- Quotes, agreements and invoices that never disagree
- Less time re-keying, more time billed
What is included
- Quotes with PDF, e-sign and OneDrive links
- Branded proposals with live team editing and client-portal sharing
- Quote Bundles with A/B/C options and rate-card control
- Service agreements, retainers, invoicing and reconciliation
How it works
Three steps, each building on the last.
- 01
Quote
Build a quote from your rate card and past work, in groups and options.
- 02
Agree
Send it for e-signature. The signed quote becomes the agreement, scope and all.
- 03
Bill and reconcile
Time, retainers and invoices follow from the agreement, then reconcile to the payment.
Works well with
More from the Marketplace.
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