Create quote and invoice templates in your accounting or CRM tool, then set triggers: a quote goes out automatically after a call or form, an invoice after the job is marked done, and reminders follow until it is paid. Add e signature and a payment link so customers can approve and pay in one tap.
Step by step
- Templates. Build quote and invoice templates with your services, prices and terms.
- One source of truth. Keep customers and jobs in one CRM or sheet.
- Triggers. A new lead or completed call creates a draft quote; a job marked done creates the invoice.
- Approve and pay. Add e signature for quotes and a payment link on invoices.
- Reminders. Automatic follow ups for unanswered quotes and unpaid invoices.
- Bookkeeping. Sync paid invoices to your accounting software.
What it saves
Quotes go out while the customer is still interested, invoices are never forgotten, and the follow ups happen without awkward calls. Owners usually save several hours a week.
What to check
- Local tax and invoicing rules, such as required invoice fields or approved software in your country.
- Who approves a quote before it is sent, if prices vary.
- Where documents are stored and who can access them.
How Balabot does it for you
Balabot connects the tools you already use so quotes go out minutes after the call, invoices after the job, and payments get tracked, with a weekly summary on WhatsApp.
Common questions
Do I need new software?
Often not. Most accounting and CRM tools can be connected and automated as they are.
Can quotes be sent on WhatsApp?
Yes. Quotes and payment links can be sent by WhatsApp, SMS or email.
Will it follow my country’s invoice rules?
We set it up with your accountant’s requirements and the invoicing tool approved where you operate.