CRMown Docs
Docs Finance

From deal to paid — quotes and invoices from the pipeline

Create a quote or an invoice straight from a deal, prefilled with its contact, company, title and value; see the deal's quotes, invoices and payments in one place.

Open in CRMown →

Steps

  1. Open a deal on the Pipeline board (click the card, or right-click > Edit deal). The Get paid section has Create quote and Create invoice.
  2. Create quote opens Quotes (CPQ) with the deal's contact, company, title and value filled in. Send it from the quote page.
  3. When the customer accepts, the deal's Get paid section (and the quote page) offers Mark deal won and Create invoice from this quote. Nothing moves or sends until you click.
  4. Create invoice opens the invoice dialog prefilled from the deal: check the preview and click Send invoice.
  5. Payments — Pay now on the invoice page through Stripe, or Mark paid — show on the deal's Get paid section, on the invoice and on the contact's timeline.
  6. Moving a deal into a stage named Proposal or Quote shows a one-time suggestion above the board: "Send a quote for this deal?". It only suggests.

Good to know

  • Ask the AI Bar "unpaid invoices older than 30 days" or "revenue by source this quarter" for a quick answer with a link to the detail.
  • Right-click a deal card for Create quote / Create invoice without opening it.
  • Create quote needs the Enterprise suite (Pro or Max); Create invoice needs the Finance suite.

Plans

Create invoice: Finance suite. Create quote: Enterprise suite on Pro or Max.

Related

  • CPQ — Configure Price Quote
  • Invoicing & Payments
  • Pipeline

View as Markdown