Features
Built for the quote-to-payment workflow
Structured tools for creating documents, tracking collections, and keeping records clean inside Google Workspace.
Quote management
- Create quotes from customer and catalog master data
- Auto-calculate totals and taxes based on configuration
- Maintain quote numbering and revisions
- Accept, reject, expire, or convert a quote
- Keep a history of quote versions and communication
GST-aware document generation
- Tax invoices
- Bills of supply
- Credit notes
- Debit notes
- Reverse-charge self-invoice support
- Advance adjustment support
- PDF generation using branded templates
- Drive foldering and file links
Collections tracking
- Record full and partial payments
- Allocate payments against one or more invoices
- Track due dates and aging buckets
- Configure reminder policies
- Log reminder events and suppression reasons
- Generate email-ready and message-ready reminder text
Traceability by design
- Document linkage from quote to invoice to payment
- Audit logs for overrides and status changes
- Multi-entity support
- Communication history
- CSV export for backup or downstream workflows
- Validation warnings where tax classification needs review
Workspace fit
Built around tools your team already uses
Google Sheets
Operational control, dashboards, and structured records.
Google Docs & HTML templates
Branded quotes, invoices, notes, and receipts in PDF-ready layouts.
Drive & Gmail
Storage, file links, and sending quotes, invoices, and reminders.
Best-fit use cases
Works especially well for
Consulting and software services
Marketing and design agencies
Trainers and workshop operators
Contractors and field-service teams
Small product businesses with light ops