Quotes, invoices and recurring billing, joined to CRM
Quote in the customer's currency, get it accepted online, invoice it in one click and get paid through your chosen gateway, on the same record as the deal.
Free for 5 seats · no credit card · every module included
From a signed proposal to a paid invoice
Your client reads the proposal, picks the options that suit them and signs it online, and it becomes an invoice in one click. Issue it and they get the PDF and a pay link, pay by card, and the invoice marks itself paid — and reminders can chase anyone who is late.
- Proposal chosen and signed online, invoiced in one click
- Issued and emailed with the PDF and a pay link
- Your client pays by card
- Marked paid by itself; late payers chased
How Odexy Sales differs from a standalone tool
Quotation tools email a PDF. Invoicing tools track an invoice. Odexy Sales runs the whole quote-to-cash flow on the same customer record as the CRM deal that produced it, so nobody re-keys a customer, a line item or a currency.
What ships today
Quotations
Line items, taxes, discounts and an expiry date. Clients accept online with a typed signature, and you're notified.
Proposals
The long form of a quote: a cover, your story, your team, a timeline, pictures, pricing and terms, built from templates and sections you save once and reuse. Fields like the client's name fill themselves in, and a live preview shows exactly what they will read. Your client reads it on a page with your logo and colours, the total and Accept always in reach, and signs by typing their name — which marks the deal won. Next: options and add-ons your client chooses between, with the total following, and how long they spent on each section.
Quote to invoice
Convert an accepted quote to an invoice in one click, with the same lines, totals and currency — or have it happen automatically.
Invoices
See when an invoice is viewed and paid, and send a link the customer can pay from.
Online payments
Take payment through Stripe, PayPal, Razorpay, Paddle, Adyen and other gateways, or record a manual payment.
Recurring invoices
Schedule them, generate the next one automatically, and pause when needed.
Reminders
Send reminders yourself, or let overdue invoices be chased automatically.
Multi-currency
Quote and invoice in each customer's currency; totals are kept per currency.
Branded PDFs
Your letterhead, payment instructions and terms, in a choice of themes.
How it integrates
- CRMQuotes can be linked to the deal they came from, on the same company record.
- EmailQuotation, invoice and reminder emails go through the email module, with its suppression list.
- Client portalCustomers see their quotes, invoices and statement, and pay from there.
How the AI helps
The assistant works with your permissions and can read your product catalogue:
What do we charge for the premium support plan?
Which products are priced in euros?
Sending an invoice or a reminder stays with a person.
Built for scale
Audit log
Every quotation revision, invoice send and payment is recorded.
No double sends
Sending the same invoice twice doesn't send it twice.
Share links
Secret, revocable and expiring.
Exact amounts
Every amount is stored as a whole number in its document's currency, so totals never drift by a cent.
Permissions
Issuing, voiding, approving and sharing invoices are separate permissions.
Odexy Sales vs. the category
| Odexy Sales | Stripe Billing | Chargebee | |
|---|---|---|---|
| Joined to CRM in one schema | partial | partial | |
| Quote-to-cash in one tool | |||
| Per-org multi-currency native |
Stripe Billing is the leader for subscription primitives; Chargebee for orchestration. Both leave the CRM join to you. Here the quote, the invoice and the deal are one customer record.