BUSINESS DESK DOCUMENTS & CUSTOMER OPERATIONS

Multi-company business workspace

Every customer document. One controlled workspace.

Create professional quotations, manage company documents and maintain a searchable business history. Invoicing and customer notifications are the next steps.

Quotations available Invoicing · Coming soon

Document creation

Multi-company management

Customer communication

Platform capabilities

One platform. Three capabilities.

Start with quotations, then extend the workflow as your business needs grow.

01 / AVAILABLE Live

Quotation management

Create company-specific quotations with automatic numbering, branded templates, printable documents and searchable history.

02 / COMING SOON Next

Invoicing

Create and manage independent invoices with their own records, numbering and payment status.

03 / PLANNED Planned

Customer notifications

Plan customer updates, document delivery and reminders, with delivery status and notification history.

Platform modules

Separate modules. One platform.

01 Quotation Available now
02 Invoice Coming soon
03 Notify Planned

Choose a module

Select the area you want to work in.

02 MODULES
01 / DOCUMENTS Available

Quotation Management

Create company-specific quotations, manage templates and signed documents, and keep a searchable quotation history.

02 / FINANCE Coming soon

Invoicing

A dedicated module for creating and tracking invoices as independent business documents.

02 / FINANCE Coming soon

Module preview

Invoicing

A dedicated place to create, issue and track invoices.

Invoicing is planned as a standalone module with its own records and numbering. It will remain separate from quotation management, rather than converting quotations into invoices.

This module is not available yet. Your existing quotation workflow is unchanged.

New quotation

01 — entry

Each saved sheet is an immutable snapshot of the template, company details and amount-in-words at the moment of issue.

Quotations

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Export CSV
Quotation Date Vehicle Estimated value

Company profile

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No logo

Brand logo header mark + watermark

PNG, JPEG or WebP · up to 512 KB · a transparent PNG prints cleanest. It prints wherever the template asks for {{logo_url}} — the default sheet puts it in the header and repeats it faintly as a watermark.

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