From a conversation.
To a clear quotation.
Customer and document workflows grounded in the FinanceFlow source, presented with fictional data.
Customer details and quotation calculations are repeatedly copied between documents.
Customer, quotation and invoice workflows, with an original PDF quotation template.
A structured quotation links the customer, line items and document totals.
From customer details.
To a usable document.
Quotation, invoice and customer workflows from the FinanceFlow project. Try a sample calculation and inspect a real export from its original document template.
A clear scope. A clear price.
2 sites × RM450.00 + RM180.00
No tax applied in this sample. Local calculation only; no quotation is saved or sent.
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Telegram requests, AI drafting and approval before sending can extend this workflow. These are proposed integrations, separate from the capabilities shown here.
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