The Problem With Disconnected Billing
Most small businesses send quotations in Word, track approvals over email, and record invoices in a spreadsheet. The result: no single view of what has been quoted, what has been approved, and what is outstanding.
When a customer calls to ask about their invoice, you spend five minutes searching three different places.
Timeline CRM fixes this by connecting leads, deals, quotations, and invoices in one system — at no cost.
Step 1 — Add Products and Services to the Catalogue
Before creating a quotation, set up your product or service list in the CRM. Each item has a name, unit price, and description. You build the catalogue once and select items when creating future quotations — no re-entering prices every time.
Step 2 — Create a Quotation From a Deal
When a lead reaches the proposal stage, open the deal record and create a quotation directly. Select the products or services, set quantities and any discounts, and the quotation totals automatically.
Timeline CRM generates a professional PDF quotation ready to email or print. The quotation is linked to the deal and the contact — visible in both records.
Step 3 — Track Quotation Status
Each quotation has a status: Draft, Sent, Accepted, Rejected. When a customer confirms, mark the quotation as Accepted and convert it to an invoice in one click.
No re-entering line items. No reformatting. The same data moves from quotation to invoice automatically.
Step 4 — Manage Invoices and Payments
The Invoices module shows all issued invoices with their status: Unpaid, Partial, Paid. Mark payments as they arrive. The outstanding balance updates automatically.
At month end, your accounts receivable summary is already there — no spreadsheet required.
Step 5 — Reports
The CRM sales report combines deal data with quotation and invoice data. You can see total quoted value vs. total invoiced vs. total collected for any period.
This is the view most small businesses never have because their data is fragmented across tools.
Who This Works For
Timeline CRM's quotation-to-invoice workflow works best for service businesses, consultants, agencies, and small product resellers who send 5–100 quotations per month. It is not suited for businesses with complex inventory or multi-currency pricing at scale.
Download Timeline CRM Free — Full Quotation and Invoice Workflow