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