Quote, schedule, get paid, on the deal record.
Send the quote, book the meeting, and collect payment without leaving the opportunity. The deal, the dollars, and the timeline live on one record, so nothing falls between tools and nobody re-keys a number.
One record in place of a separate proposal tool, a light invoicing app, and a scheduling app.
| Item | Qty | Unit price | Discount | Tax % | Line total | ||
|---|---|---|---|---|---|---|---|
1 | Platform seats | 10 | 120 | % 0 | 8 | $1,200 | |
2 | Implementation | 1 | 2400 | % 0 | 8 | $2,400 | |
3 | Priority support, annual | 1 | 1800 | % 0 | 8 | $1,800 |
| Item | Qty | Line total | |
|---|---|---|---|
| 1 | Platform seats | 10 | $1,200 |
| 2 | Implementation | 1 | $2,400 |
| 3 | Priority support, annual | 1 | $1,800 |
How does Laureo handle quotes, invoices, and payments?
Laureo builds the quote, books the meeting, and collects the payment on the opportunity record itself. You assemble line items from a product catalog, send a quote or proposal, convert it to an invoice, and let the customer pay by link straight off that invoice. Booking pages land on the same record, and a weighted forecast multiplies stage probability by amount so you can see what is actually coming.
One record, from quote to payment
A deal usually means three tools that each hold their own copy of it. Laureo runs the whole sequence on one opportunity, so the value, the line items, the meeting, and the paid status all stay on the same record.
- 1QuoteBuild line items from the catalog.
- 2ScheduleBook the meeting on the deal.
- 3InvoiceConvert the quote on close.
- 4PaidCollect by link, status updates.
- record from quote to paid
- 1record from quote to paid
- invoice statuses
- 8invoice statuses
- booking pages on Pro
- 3booking pages on Pro
Quotes, proposals, and invoices in the CRM
Build a quote from line items priced off a shared catalog, send it, revise it when scope changes, and convert it to an invoice the moment the deal closes. This is quoting and invoicing built into the CRM, not a full accounting suite. There is no general ledger or bookkeeping here.
- Line items from a catalogThe same item always carries the same price, so quotes stay consistent across the team.
- Convert on closeTurn the accepted quote into an invoice in a step, with nothing re-typed.
- All on the opportunityQuote and invoice sit next to the deal, the emails, and the activity on one record.
Pay-by-link, straight off the invoice
Every invoice can carry a pay-by-link. The customer opens it and pays, payments are processed by Stripe, and the invoice marks itself paid. No one chases a confirmation.
- Pay-by-link on invoicesShare a single link and the customer pays from it, no portal login or account setup required.
- Processed by StripePayments run through Stripe, so card handling and payment security sit with a processor built for it.
- Status updates itselfWhen a payment clears, the invoice moves through its statuses on its own, so the record stays current.
| # | Item | Qty | Unit price | Total |
|---|---|---|---|---|
| 1 | Fleet expansion, phase 1 | 1 | $24,000 | $24,000 |
| 2 | Onboarding and driver training | 1 | $4,000 | $4,000 |
| # | Item | Qty | Unit price | Total |
|---|---|---|---|---|
| 1 | Fleet expansion, phase 1 | 1 | $24,000 | $24,000 |
| 2 | Onboarding and driver training | 1 | $4,000 | $4,000 |
Booking pages that land on the record
Share a booking page and let prospects pick a time. When someone books, the meeting lands on the opportunity, attached to the deal it belongs to.
- Meetings on the dealA booked meeting attaches to the opportunity, so the call sits on the record it relates to.
- 3 pages on Pro, unlimited aboveBooking pages start on the Pro plan and scale with the tier you grow into.
- Controlled by roles, not planYou decide which teammates appear on a page by role, regardless of tier.
- No payment at bookingBooking schedules the meeting. It does not collect payment at the time of the call.
See Scheduling and Booking: routing, reschedules, and how meetings sync to the calendar.
A focused thread for the team on a deal
A Deal Room is an internal chat space for your team, linked to a specific opportunity. The people working a deal keep their notes, questions, and hand-offs in one thread tied to the record. It is for your team only, never a shared workspace or a space you invite the customer into.
- Linked to the opportunityEach Deal Room is attached to a single deal, so the conversation always has the right context.
- Internal team onlyYour teammates collaborate here. Customers and outside guests are never invited into a Deal Room.
- On Business and UltraDeal Rooms are part of Business and Ultra, alongside the rest of the collaboration toolkit.
A weighted view of what is coming
With the deal value living on every opportunity, the pipeline can tell you what revenue is likely, not just what is open. The weighted forecast scales each deal by its stage, so you read a realistic number for the period instead of summing every deal at full value and hoping.
Draft the quote, draft the invoice, you approve
The blank screen is the slow part. Ask the co-pilot to draft a quote or an invoice from the deal it already sees, with line items and prices pulled from your catalog.
“Hey Laureo, draft a quote for this deal from the catalog.”
Nothing sends on its own. The AI drafts and you approve, so you read and adjust before anything reaches a customer. And the AI never trains on or keeps your data.
- Quote draftingAsk the co-pilot to start a quote from the deal, with line items and prices pulled from your catalog.
- Invoice draftingTurn a closed deal into a first-draft invoice in a step, then check it before it goes out.
- Draft and approveEvery AI draft waits for your review. You approve what sends, so a customer never sees an unchecked number.
What is on which plan
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. Booking pages and Deal Rooms unlock as you move up.
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 payment records are isolated to your workspace, and the AI never trains on or keeps your data.
Related Resources
- FeatureAutomation and InsightsTrigger follow-ups when a quote is sent or an invoice goes unpaid, and report across the pipeline.
- FeatureAI AgentsThe co-pilot that drafts quotes and invoices, plus the agents that keep deals moving.
- FeatureIntegrationsConnect the calendar and the tools your team already uses around the deal record.
Frequently Asked Questions
Run the whole deal on one record
Quote, schedule, and get paid without leaving the opportunity. Booking from Pro, Deal Rooms on Business and Ultra.
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.