Quote Create Execute + Monetize Projects

Service$Billing o2B Add-On


  • Define a project
    Project Details: Goals, Phases, Milestones, Estimated hour & Cost
  • Produce Quote, Content, SOW, Invoice
    Generate Quote, SOW, Invoice with different document types: MS Word & PowerPoint. Initiate Project Orders through e-signed quote.
  • Capture hours for billing
    Connect to External PMS. Billable hours can be counted directly from the PMS or filter through a project manager review.
  • Payment Reminders
    Send remind email if there is any late payment and hold the project until the late payment is paid.