Quotes, Invoices & Payments

Quote it, bill it, get paid, on the deal record.

Build the quote, send the invoice, and collect the payment without leaving the opportunity. The proposal, the bill, and the paid status all sit on one record.

The quoting a proposal tool handles and the billing a light invoicing app handles, on the record your sales team already works from. Not a full accounting suite.

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Quote
QT-00000
Sent
Prices from the product catalog
ItemQtyAmount
  • Implementation
    $6,000.00 each
    1$6,000.00
  • Annual license
    $600.00 each
    8$4,800.00
  • Training session
    $600.00 each
    2$1,200.00
Subtotal$12,000.00
Tax$0.00
Total$12,000.00
Revise quoteConvert to invoice
Quotes & proposals

Quotes built from a catalog you control

Add line items with quantity and price, and the quote totals them for you. Prices come from a shared product catalog, so the same product carries the same price on every quote.

  • Line items and totalsAdd items with quantity and price, and the quote totals them.
  • Shared product catalogSame product, same price on every quote, changed in one place.
  • Send and trackSend the quote and see where it stands, from drafted to sent.
  • Built for sales, not bookkeepingQuoting built into the CRM. No general ledger behind it.
Invoices

Invoices with 8 statuses, on the deal

When the deal closes, the quote becomes an invoice in a step, so you never re-enter the line items. Each invoice moves through 8 statuses across its life, so billed, due, and settled read at a glance.

  • Convert from the quoteTurn a closed quote into an invoice without re-keying line items.
  • 8 invoice statusesOne status per invoice across its life, so its state is never a guess.
  • On the opportunityThe invoice sits next to the deal, the quote, and the activity.
Invoice
INV-00000
Amount due
$12,000.00
Converted fromQT-00000
Pay-by-link sent to the customerOpen link
The 8 statuses
DraftSentViewedPartially paidPaidOverdueVoidRefunded
Payments

Pay-by-link, straight off the invoice

Every invoice can carry a pay-by-link. The customer opens it and pays, with payments processed by Stripe. No portal to log into, no account to create. When the payment lands, the status moves on its own.

  • A single link to payShare one link and the customer pays, with no login on their side.
  • Processed by StripeCard handling and payment security sit with the processor.
  • The status updates itselfWhen a payment clears, the invoice status moves with no manual mark-paid.

See the step-by-step flow in How payments work, below.

Revisions

Revise the quote, keep the history

Scope grows, a discount goes in, a line item drops. When you revise a quote, the new version is kept on the deal alongside the earlier ones, so nothing is overwritten and lost.

  • Versioned, not overwrittenA revised quote is a new version, so earlier figures are kept.
  • See how the numbers movedEach version stays on the record, so the trail is traceable.
  • The customer sees the current oneThey review the version you send while history stays for your team.
On the deal

The quote, the invoice, and the payment, in one place

The reason to quote and bill inside the CRM is that the money never leaves the relationship. The quote, every revision, the invoice, and the paid status all attach to the same opportunity, next to the contact, the emails, and the activity.

  • Quote on the opportunityThe quote and its revisions sit on the deal, not in an inbox.
  • Invoice on the opportunityWhat was billed lives next to what was quoted and discussed.
  • Paid status on the opportunityWhen payment clears, the deal shows it, read from one record.
Opportunity
Money trail
Paid
  1. Quote
    QT-00000
    $12,000.00
    Accepted
  2. Invoice
    INV-00000
    $12,000.00
    Sent
  3. Payment
    Pay-by-link
    $12,000.00
    Paid
One record, from quote to paid. Nothing re-keyed between tools.
How payments work

From invoice to paid, step by step

Payments are processed by Stripe, so the card form and the money movement sit with the processor while Laureo keeps the invoice and the deal in sync. Here is the whole flow.

  1. 1
    You send the invoice
    It carries a pay-by-link, sent from the deal record.
  2. 2
    The customer pays through Stripe
    Card details and the charge are handled by the processor, not stored by us.
  3. 3
    The payment confirms back
    Stripe confirms, and Laureo reads it to update the invoice.
  4. 4
    The invoice and deal update
    The status moves and the deal shows paid, with no manual mark.

Quotes, invoices, and pay-by-link are part of the paid plans, so the deal-to-payment flow comes with the CRM rather than as an add-on. Pro from $58.33/mo billed annually ($69.99 month-to-month). Business from $108.33/mo billed annually. Every plan starts with a 14-day free trial, and you start free with no card.

Quotes, invoices, and paymentsPro

Card details are handled by the payment processor, not stored by us. Your quotes, invoices, and payment records are isolated to your workspace, and the AI never trains on or keeps your data.

See how we keep your data safe

Related Resources

Frequently Asked Questions

Yes. You build a quote from line items, with prices pulled from a shared product catalog, send it to the customer, and convert it into an invoice when the deal closes. Both the quote and the invoice live on the opportunity, so the work a separate proposal tool and a light invoicing app handle today happens inside the CRM instead. It is quoting and invoicing, not a full accounting system.
Every invoice moves through 8 statuses across its life, from draft through sent and paid. The status updates as the invoice progresses, including when a payment lands, so the team can see at a glance which deals are billed, due, or settled without asking around.
Each invoice can carry a pay-by-link, and payments are processed by Stripe. The customer opens the link and pays from it, with no portal login or account to set up. When the payment clears, the invoice status moves on its own, so nobody has to chase a confirmation or mark it paid by hand.
Yes. When the scope or the price changes, you revise the quote and the new version is kept on the deal alongside the earlier ones. Nothing is overwritten and lost. You can see how the numbers moved, and the customer reviews the current version while the history stays attached to the record.
No, and it is honest about that. This is quoting, invoicing, and pay-by-link built into the CRM, the kind of work a proposal tool and a light invoicing app cover. There is no general ledger, no bookkeeping, and no payroll. It keeps your deal-to-payment flow on one record and leaves the books to your accounting system.
Quotes, invoices, and pay-by-link are part of the paid plans, so the deal-to-payment flow comes with the CRM rather than as a bolt-on. Pro from $58.33/mo billed annually ($69.99 month-to-month). Business from $108.33/mo billed annually. Every plan starts with a 14-day free trial, and you start free with no card.

Quote it, bill it, and get paid on one record

Build quotes from your catalog, send invoices with 8 statuses, and collect payment by link, without leaving the deal. Start free, no card needed.

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