Just because you successfully closed a deal, the money isn't yours yet
With FreeLife, once a deal is successfully closed, it can generate an auto-populated invoice with the agreed upon terms that can be exported as a PDF and sent via email.
Create and send personalized quotations or estimates instantly. When it's time to bill a customer, easily convert a quotation into an invoice or automate invoice creation when the quotation status changes.
This saves time and minimizes data entry errors.
Integrate with Accounting system or ERP and have documents synchronized.
Specify approval requests for team members to maintain control. For example, if a quotation discount exceeds a set percentage, automatically send an approval request to a supervisor.
This prevents salespeople from offering excessive discounts.
Automatically send reminders for overdue invoices or create follow-up tasks if a customer does not respond to a quotation.
Easily visualize your sales results with our dashboard. FreeLife can automatically generate reports and send them to your email whenever needed.
Connect your email account to send documents directly from FreeLife. You can also read emails and quickly access those relevant to clients or specific documents.
Generate sales documents effortlessly with our mobile app, providing you with the convenience of creating essential business materials anytime, anywhere, directly from your smartphone or tablet.
Customize the design of your PDFs to align with your brand, all without programming or technical knowledge.
