Update 1.14: Accept, sign and pay quotes, Kepler

New:

Accept by signing:

• The quote email carries an “Accept quote” button. Once your customer signs, the quote is marked as accepted, the draft invoice is created and you get a notification.

Pay online:

• With online payment set up, an accepted quote gets a fixed payment link showing line items and total. After payment the deal is won, the invoice is finalised and the payment is booked, and your customer can pick a start date straight away.

Recurring services in the quote:

• Each line item carries its billing cycle: one-off, monthly, quarterly or yearly. The quote shows what is due now and what continues afterwards, together with your terms and conditions, and acceptance starts the follow-up invoices.

Countersign in the app:

• Your customer signs in clear steps: details, review the contract, sign. You then countersign in Kepler with one click, using your saved signature.

Several people in turn:

• A template supports up to two additional signers. Each person receives their invitation once the previous one has signed, and your company signs last.

Reminders in one go:

• The invoice list gathers every overdue invoice, and one click sends a payment reminder for each. Invoices that fall due notify the customer's account manager, and expired quotes get a follow-up step.