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Operations & automationQuote-to-invoice automation for an agency
An accepted quote becomes an invoice without anyone re-typing it.
Automation · integrations
- Client
- Add client
- Sector
- Agency
- Year
- Add year
- Role
- Automation and integration
02What changed
Before, and after.
- 01
Before: Quotes written from scratch
Now: Quotes built from the client record
- 02
Before: Accepted quotes re-typed as invoices
Now: Invoice raised when the quote is accepted
- 03
Before: Kick-off remembered, or not
Now: Kick-off tasks created automatically
03How it’s wired
Where it sits in the system.
In the system·Quotes
Quotes built from a template and the client's record.
In the system·Automation
An accepted quote raises the invoice and opens the project.
In the system·Tasks
Kick-off tasks created for the team when the work is won.
04The work
How it came together.
Where it started
Quotes lived in documents, invoices in the accounts package and projects in a third tool. Every won job was typed in three times, by whoever remembered.
What I built
Quotes now start from the client's record. When one is accepted, an automation raises the invoice, opens the project and hands the team their kick-off tasks.
Image to add
05Outcome
What it changed.
- Invoices re-keyed by hand
- Add a measured figure
- Time from acceptance to kick-off
- Add a measured figure
Client quote, if they agree to one
Built with
- Automation platform
- Accounts integration
- Project tool
06Next project
Contact
Want something like this?
Or write directly: andrewamir41@gmail.com