Build, send, and track quotes with line items and discounts.
Build detailed quotes with line items and discounts, send branded PDF invoices, and track payment — all without leaving Turtini.
What's included
CPQ quote builder with line items
Invoice generation & tracking
PDF download & email delivery
About this module
The CPQ (Configure, Price, Quote) builder pulls from your Product catalog so line items are always priced correctly. Add custom line items, apply discounts, include payment terms, and generate a branded PDF in one click. Email it directly from the platform or share a link.
When the quote becomes an invoice, mark payments as they arrive and the status updates automatically. Your accounting module picks up every transaction automatically, so there's no double-entry between your quoting tool and your books.
What you can do with it
Quote a multi-year Red Hat ELA with complex discount structures and optional add-ons
Convert a won opportunity into an invoice in one click without re-entering line items
Send a recurring services retainer invoice that auto-populates each billing period
Track which invoices are outstanding and how many days past due they are
Get this module
Free for all Turtini organizations.
Who it's for
- Account executives who need to generate professional quotes quickly during a sales cycle
- Operations teams billing customers for recurring services and managing payment tracking
- Small businesses replacing stand-alone invoicing tools with one integrated platform
Details
- Category
- CRM
- Pricing
- Free
- Built by
