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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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.
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.
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 $83.33/mo billed annually ($99.99 month-to-month). Business from $166.66/mo billed annually. Every plan starts with a 14-day trial for $2.99, credited to your first month. Cancel anytime before it ends and you are never charged the subscription.

Quotes, invoices, and paymentsPro
Security

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

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. Every plan starts with a 14-day trial for $2.99, credited to your first month.

Start your 14-day trial

14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.