Use case · QUOTE-TO-CASH
Quote and get paid — without the back-and-forth
Stop rebuilding quotes in Word and chasing bank transfers. Build a branded quote, send a pay-online link, and let the deal close itself.
Quoting is slow — and getting paid is slower
Rebuilding quotes in Word, emailing PDFs, then chasing bank transfers costs days per deal — and your pipeline never reflects what's actually been paid.
- Branded quotes from a guided wizard in minutes
- A Stripe pay-link embedded right in the PDF
- Paid quotes flip the deal to Closed Won automatically
- No manual stage updates, no payment chasing
How it works
From first touch to done — in a few steps
Build the quote
Pull products, apply tax and discounts, export a branded PDF.
Send a pay link
A Stripe payment link is embedded right in the quote.
Customer pays
They pay online by card; the quote flips to Paid.
Auto Closed-Won
The linked deal moves itself to Closed Won.
What you get
From proposal to bank, in one flow
Everything that turns a quote into cash — and keeps your pipeline honest.
Quote Designer
Modern / Classic / Compact layouts, your logo, colours and terms.
Product catalog
Line items with UOM, tax and discounts pulled in automatically.
Pay online
One Stripe link per quote, embedded in the PDF.
Auto stage moves
Published → Proposal; Paid → Closed Won, hands-free.
Turn into a contract
Convert a won deal into a service agreement in a click.
A pipeline that's real
Every quote and payment keeps the pipeline accurate.
Stop chasing payments — let the deal close itself
Branded quote → pay link → Closed Won. From proposal to bank in a single flow.
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The features behind it
Every use case is built on real, working parts of Reach360 — explore them.
Get paid faster, starting today
Send your first branded quote with a pay link this afternoon — cancel anytime before your trial ends.
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