Service businesses · Finance & invoicing
Deposit invoice the moment the quote is accepted
Signature triggers the contract, the 50% deposit invoice with a payment link and the project card, with no retyping.
- Avg. time saved
- 1–3 h/week· ≈ 9 h/month
- Rollout
- CoreDays 15–35
- Who it is for
- B2B and B2C service providers
In short
Deposit invoice the moment the quote is accepted: Signature triggers the contract, the 50% deposit invoice with a payment link and the project card, with no retyping. It typically gives back 1–3 hours a week to whoever does this by hand today. Built for: B2B and B2C service providers.
Typical hours saved per week for the people doing this by hand today, from the 2026 report's ranges. The AI writes what that time makes possible.
Example
Comes in
Client signs the Premium tier at 16:20
The AI
- Generates the contract, the 50% deposit invoice and the project card
Comes back
Deposit paid by card at 16:31; project appears in the task board
Steps
- 1Tier selection and e-signature
- 2Contract generated from the template
- 3Deposit invoice with payment link
- 4Project card created
Recipe: Quote-to-cash: signature and deposit invoice in one click
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Related terms
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