ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / FINANCIAL DOCS
QUOTES & INVOICING
Professional. Fast. Collected.
Generate, send, and collect payment on professional quotes and invoices — directly from the deal record. No separate tools required.
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REVENUE_ENGINEACCELERATED
DELIVERYPDF + EMAIL
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / OVERVIEW
QUOTES & INVOICING
Stop chasing clients with handwritten quotes and Word documents. Kaching's quote builder generates a professional branded PDF in one click, sends it via email, and notifies you the moment the client opens or signs it.
ANATOMY_LEGEND
01
SPEC_ID_01Line-item quote builder with labor, materials, and taxes
02
SPEC_ID_02Branded PDF with your logo and company details
03
SPEC_ID_03Client e-signature collection built in
04
SPEC_ID_04Auto-convert approved quotes to invoices
05
SPEC_ID_05Track quote open status and send reminders
06
SPEC_ID_06Payment collection via Stripe integration
VAULT
NODE_DOCS_V4
FINANCIAL PROTOCOL
Active // Live Sync
MIKE REYNOLDS
124 INDUSTRIAL WAY, OTTAWA
QUOTE #1042
EXPIRES 2026-04-15
SERVICE MODULE
QTYTOTAL
Site Assessment & Logistics
1.0$850.00
Structural Roof Framing — Node_B
1,200$6,200.00
Poly-Membrane Edge Sealing
80.0$1,600.00
Disposal & Cleanup Protocol
1.0$450.00
CLIENT E-SIGNED
DEPOSIT INGESTED
AGGREGATE TOTAL$9,100.00
02 / HOW IT WORKS
THREE STEPS
01
Build the quote
Add line items for labor, materials, and services. Set your tax rate. Preview the branded PDF before sending.
02
Send and track
Client receives a professional email with the quote attached. You're notified when they open it.
03
Signed and paid
Client e-signs and pays the deposit. The deal moves to Won and the invoice is generated automatically.
03 / LEARN MORE
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