Quotation And Invoicing Software With CRM Integration

Easily organize your billing with Bitrix24’s quoting and invoicing software. Perfect for large and small businesses, you get an all-round business tool that goes way beyond simply quoting and invoicing.

Your CRM lets you grow your relationship with your customers, and quotes and invoices are just one part of that. With so many integrations, you can talk to your clients on whatever platform they want and keep a record of all interactions and billing in one place. When you’re ready to send the invoice, in just a click of a button, you can send it by email or print it as a PDF.

Sending quotes should be a part of making money, not a business expense, so the best quoting and invoicing software should give you unlimited quotes and invoices. Bitrix24 offers all this as well as project management, communication, and task management tools.
But not all of your quotes have to be the same. You can attach a range of special discounts to loyal or new customers, and watch the positive reviews come rolling in. If you have international clients, Bitrix24’s quote making software lets you apply the correct taxation procedures and currencies, cutting down on the monotonous work.Customize your quotes and invoices with a click

Whatever the size of your business, it’s always a good idea to include customizable elements to your business quotation software. Bitrix24’s online invoice and quote program comes with customizable fields and statuses that you can set up to make each quote unique to the needs of you and your clients.
You can add all your branding to make your quotes and invoices instantly recognizable, then get to filling in the rest of your document. Populate the fields of your quotes and invoices with products from your catalog or fill in those details manually—it’s up to you.Allow your clients to make their own quotes

Often, your clients aren’t quite committed enough to talk to your sales team about a quote, and your agents are probably too busy to deal with every request. But with Bitrix24’s all-in-one business tool, there are some clever ways of using your online price quote software. 

Set up a form on your website and encourage your customers to fill it out online, saving your team time. What’s more, you can integrate your form with your CRM and require an email address to send your clients their results. This is a fantastic way of getting marketing-qualified leads at no cost to your company.