Quotes & versions
Track proposal versions and identify the accepted one.
BESPOKE DESIGN
Quotes, orders & invoicing.
A sales workflow that keeps everything connected.
Discuss this project
WORLD ILLUSTRATION · YOUBI CONCEPTTHE NEED BEFORE THE TOOL
A sales workflow that keeps everything connected.
An accepted quotation should lead to a clear order, traceable delivery and tracked invoice. Information carries through according to agreed rules.
We start with your content and operations to define a useful response. Designs are validated with you in stages before delivering the agreed scope.
TANGIBLE POSSIBILITIESWhat we can
What we can
create together.
Possibilities selected and specified during scoping.
Orders & deliveries
Reuse approved details and distinguish full from partial deliveries.
PDF documents
Present quotes, orders and invoices with agreed information.
Payment tracking
Match invoiced amounts with entered payments, including partial payments.
EXPLICIT DELIVERABLESKnow what
Know what
you will receive.
The proposal specifies formats, scope, approval stages and revision terms.
- ✓Defined document lifecycle
- ✓Branded PDF templates
- ✓Statuses and approvals
- ✓Movement history
Understand
Your business, audiences, content and constraints.
Design
A visual direction and journeys to validate together.
Create
Tangible versions to try, correct and refine.
Deliver
Agreed files, access and support.
The right questions.
Does this replace an accountant?
No. Exports and tax rules are defined with your accountant. The module organises agreed operations and documents.
How is the budget defined?
Volume, available content, features and delivery constraints determine the tailored proposal. We define essentials and options together.