BUSINESS DESK MULTI-COMPANY BUSINESS WORKSPACE

Multi-company business workspace

Professional quotations. One controlled workspace.

Create company-specific quotations with automatic numbering and branded templates. Store signed documents and keep a searchable quotation history across your companies. Independent invoicing is coming soon, with customer notifications planned.

Quotation Management · Available Invoicing · Coming soon Customer Notifications · Planned

Automatic quotation numbering

Company-specific branded templates

Signed documents and searchable history

Business Desk modules

A focused set of business tools.

Quotation Management is available now. Invoicing is coming soon, and Customer Notifications are planned as a separate capability.

Available

Quotation Management

Create company-specific quotations with automatic numbering, branded templates, printable sheets, signed document storage and searchable history.

Coming soon

Invoicing

Create and track independent invoices with their own records, numbering, due dates and payment status. Invoices will remain separate from quotations.

Planned

Customer Notifications

Planned tools for customer updates, document delivery and reminders, with delivery status and a communication history.

Built for multi-company work

One sign-in. Clear separation.

A shared entry point, with each business and module kept distinct.

One sign-in One shared access passcode for Business Desk.
Multiple companies Switch between company profiles in one workspace.
Separate modules Quotations now, with independent invoicing planned.

Choose a module

Select the area you want to work in.

02 MODULES
Available

Quotation Management

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

Open Quotation Management
Coming soon

Invoicing

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

View module preview
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

Loading records…

Export CSV
Quotation Date Vehicle Estimated value

Company profile

—
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.

—

Export CSV