Estimates, Catalogues, and Invoices
Bring pricing, approval, and billing-related workflows together.
NextLevelize helps service businesses maintain product and service catalogue information, create estimates, record customer approvals, link operational work, create invoice records from supported workflows, and apply customer-document templates.
Start with the catalogue
Maintain information that supports estimates and service work.
Maintain product and service descriptions, prices, tax treatment, and supported accounting mappings in a catalogue that can support operational and customer-document workflows.
Products and services
Maintain descriptions and prices for the products and services your business provides.
Tax treatment
Maintain tax treatment as part of catalogue information and estimate workflows.
Accounting mappings
Use supported accounting mappings when an accounting integration is authenticated and available.
Estimate to invoice record
Support the customer decision and the work that follows.
Create estimates with products, services, tax handling, revisions, customer approval records, and linked operational work. Create invoice records from supported workflows.
Customer-facing workflow elements
- Estimate revisions and approval records
- Linked operational work
- Invoice records from supported workflows
- Company identity, colours, logos, and favicons
- Customer-document and communication templates
Accounting synchronization
Use supported accounting synchronization when available.
Supported accounting data can synchronize when the accounting integration is licensed, configured, authenticated, connected, and available. Tax and accounting behavior depends on company configuration and connected-service availability.
Connect estimate and invoice workflows.
Register for a workspace that brings catalogue, customer-document, and operational work information together.