INVOICES & ESTIMATES

Invoices & Estimates

Create invoices and estimates from leads. Deal-to-cash in one connected flow — practical handoff from selling to closing.

Deal-to-cash in workflow context

Create estimate. Create invoice. Both live in the lead record. Practical handoff from selling to closing.

Create invoice

From lead: Sarah Mitchell

Create estimate

Quote before close

Add Lead · + Task · Schedule · Create invoice — one connected flow

Invoices and estimates that earn their place. Connected to the sales workflow, not accounting software theater.

Deal closed? Create the invoice from the same lead record. No re-entering data. Context stays attached.

Send an estimate. When they're ready, convert to invoice. One flow from quote to payment.

Lead → Task → Schedule → Invoice. Deal-to-cash in one system. No handoff to a separate accounting tool for basic invoicing.

Invoices and estimates feed into reporting. See what's closed, what's pending. Pipeline ROI in context.

ALTITUDE connects these modules in one workflow. No tab switching.

Pipeline & Leads

Create invoices from leads. Full context in one place.

Reporting & ROI

Invoices feed into reporting. Pipeline visibility and conversion metrics.

Scheduling

Demo booked? Create invoice after. Lead → Schedule → Invoice.

No extra setup

Invoices and estimates are part of ALTITUDE. Create from a lead. No separate tool to configure.

Create an invoice or estimate from a lead record. The document attaches to that lead. Full context — who, what, value — in one place.

Yes. Create an estimate. Send it. When the deal closes, convert to invoice. One flow from quote to payment.

No credit card required. Set up in minutes. Full ALTITUDE from day one.

No credit card · 14-day free trial · Cancel anytime