Quotes, Invoices, and Calendar Workflow

Step 1

Create document draft

Open Quotes or Invoices and create a draft with customer details, line items, dates, and custom fields.

• • Customer name/email and line items are accurate.
• • GST and totals reflect the real job scope.
• • Linked lead or quote fields are set when relevant.

Step 2

Apply branding and preview

Use document branding controls (logo, colour, font) and preview output before sending.

• • Branding is legible on PDF output.
• • Business payment details are present for invoices.
• • Preview matches what customer will receive.

Step 3

Send and track status

Email the document from dashboard and update status as customer decisions progress.

• • Sent timestamp is recorded.
• • Quote/invoice status is kept current.
• • Paid/overdue handling is reflected in invoice list.

Step 4

Schedule operational dates

Create calendar events for quotes, invoices, jobs, or custom milestones so follow-up is time-bound.

• • Event type matches real workflow intent.
• • Start/end dates are correct in business timezone.
• • Completed or cancelled events are removed when no longer needed.

Document Builder

Quotes and invoices share a production-grade builder with PDF output.

• • Line items include quantity, rate, and tax behavior.
• • Custom fields support header, recipient, and payment blocks.
• • Branding is persisted per document and reusable in future drafts.

Status and Follow-through

Status fields help teams prioritize next actions.

• • Quote statuses include draft, sent, accepted, declined, and expired.
• • Invoice statuses include draft, sent, paid, overdue, and cancelled.
• • Linked lead/quote references keep documents connected to opportunity context.

Calendar Operations

Calendar coordinates document and job timelines in one interface.

• • Event types include quote, invoice, job, and custom.
• • Month, week, and day views support planning depth.
• • Events can be created and removed directly from calendar workspace.