Sales & Billing
Close Deals Fast & Get Paid On Time
From initial proposal to final payment — streamline your entire commercial workflow with professional documents and automated billing.
DEXTRIFY
Dashboard
CRM
Projects
Sales
Expenses
Finance
Documents
Invoices
Invoiced (Month)
₹3.4L
Collected
₹2.1L
Overdue
₹85K
Invoice
Client
Amount
Status
INV-1048
Aarav Digital
₹48,000
INV-1047
Nimbus Labs
₹1,20,000
INV-1046
TechCore
₹85,000
INV-1045
Peak Advisory
₹32,000
Features
What's included
Proposals
Send sleek, professional proposals to prospective clients. Track view status and turn accepted proposals into active projects.
Estimates & Quotes
Create accurate project estimates with itemized line items, scope notes and taxes. Convert estimates into contracts or invoices with one click.
Contracts & Agreements
Store and manage client agreements, retainer terms and scope definitions attached directly to client and project records.
GST-Compliant Invoices
Generate customizable, GST-compliant invoices with automatic tax calculations, payment terms and direct download/email options.
Recurring Invoices
Automate retainer billing and subscription invoices. Schedule weekly or monthly invoices that generate automatically.
Credit Notes
Issue and apply credit notes seamlessly for adjustments, discounts or refunds without cluttering your accounting ledger.
Workflow
How it connects
1
Lead
2
Proposal
3
Estimate
4
Contract
5
Invoice
6
Payment
1
Lead
2
Proposal
3
Estimate
4
Contract
5
Invoice
6
Payment
Key Capabilities
Professional PDF proposal & estimate generation
One-click conversion: Proposal → Contract → Invoice
GST / Tax calculations and customizable tax rates
Automated recurring retainer invoicing
Payment status tracking — Sent, Partial, Paid, Overdue
Credit notes and balance adjustment management
Client billing portal and history
Business Benefits
Shorter sales cycles
Send branded proposals and estimates faster, giving prospective clients a seamless approval experience.
Faster payment turnarounds
Automated invoice reminders and clear payment instructions cut down outstanding receivables.
Zero double entry
Approved proposals convert directly into client projects and billable invoices without copy-pasting numbers.
Explore Related Modules
Ready to see it in action?
Get started free or book a demo to see how Dextrify works for your business.