Sample account. Emails, payments and client actions are simulated.
How it works
Click through the workflow to see how it all fits together.
Approval pipeline
Quotes
Track approval status, deposits and the next step for each quote in one place.
| Quote | Client | Status | Deposit | Total | Invoice |
|---|---|---|---|---|---|
QS-1084 Website refresh package | Northline Works | Approved | Paid | £4,800.00 | INV-2041 |
QS-1085 Support retainer | Northline Works | Viewed | Not requested | £2,100.00 | Not invoiced |
QS-1086 Brand identity package | GreenCo Studio | Sent | Pending | £1,850.00 | Not invoiced |
QS-1087 Garden redesign | Oak & Vale Landscaping | Approved | Pending | £5,600.00 | Not invoiced |
Quote QS-1084
Website refresh package
Prepared for Northline Works
Discovery and content planÃ 1£800.00
Website design packageÃ 1£3,400.00
Launch supportÃ 1£600.00
- Quote total
- £4,800.00
- Deposit required
- £1,200.00
- Balance after deposit
- £3,600.00
Client approval link
What the client sees
The client can review the scope, total and deposit from one secure link before approving or asking for changes.
Northline Works
Website refresh package · QS-1084
Quote total£4,800.00
Deposit required£1,200.00
If the client approves, the quote moves to the next stage and the deposit or invoice becomes the obvious next step.
Click through the demo to see the main features working together.