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Quotation and invoice automation

We automate how quotes are built, approved, sent and turned into invoices, using your price lists, margins and tax rules. Customers get a correct quote in minutes, and finance stops chasing numbers across spreadsheets.

Who it's for

Quotes take days

Every quote is built by hand in a spreadsheet by the one person who knows the prices.

Errors in prices or tax

Wrong rates, old prices or missed discounts reach the customer.

Invoices that lag the work

Jobs finish but invoices go out late, and cash comes in later still.

What you get

  • Quote builder

    Products, services, options and margins from your price list, in your template.

  • Approval rules

    Discounts above a limit go to a manager before the quote is sent.

  • Send and accept online

    Customers open the quote, accept it and pay a deposit from one link.

  • Quote to invoice

    Accepted quotes become invoices in Tally, QuickBooks, Zoho Books or SAP, with GST or VAT correct.

  • Payment reminders

    Polite reminders on email and WhatsApp until the invoice is paid, then marked off on their own.

The first two weeks

After two weeks your team builds a real quote from your price list, sends it, and the accepted quote creates a draft invoice.

After that

AI that reads RFQs and drafts the quote

CRM connection

Payment links with Stripe or Razorpay

Multi-currency and export documents

Scope it in 60 seconds

Three questions. You get the shape of the first two weeks and the stages after, and you can send it to us as your brief.

Where are you today?

Built for our clients and running today.

Most of our work since 2007 is under NDA. These three we can show.

Flagship delivery · Client under NDA

From impossible to possible: a story rebuilt as a platform people return to.

A subscription platform with an AI guide, a members' community and regional pricing, designed, engineered and launched by eORB.

KwikL · B2B software · United States

KwikL: a sales platform that finds ready buyers.

It reads a company's website, finds the businesses most likely to buy and helps the team reach them. Strategy, brand, product design and engineering by eORB.

Nth Origin · Media technology

Nth Origin: a film studio in the browser.

One place to take a film from first idea to final cut: script, storyboards, takes and master. Identity, product design and platform architecture by eORB.

See all work

Insights.

One business question a day from our team, plus longer notes on selling, brand and the systems behind them.

Latest article

WebGPU or WebGL: what we ship in 2026 and why

WebGPU is in every major browser, WebGL still reaches everyone. How eORB decides per project, with a fallback so no visitor sees a blank box.

Read the articleLatest comparison

Browser 3D vs Unreal Engine vs video for a product launch

Reach, quality, cost and what the customer can do with it. When a configurator in a tab beats a film, when Unreal is worth it, and when video is still right.

Read the comparison

Questions buyers ask

How much does quote and invoice automation cost?
It depends on your price list, your approval steps and your accounts system. Tell us how a quote becomes an invoice today and we'll give you a clear idea.
How long does it take?
Quote to draft invoice works after two weeks. Approvals, reminders and integrations are added in dated stages.
Can it read quote requests from email?
Yes. An AI step can read an RFQ email or PDF, match the items to your catalog and draft the quote for a person to check.
Will the invoices be tax compliant?
Invoices are raised in your accounts system with your GST or VAT settings, including e-invoicing where it applies, so compliance stays where your accountant already checks it.

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