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
Low-bloat, operational usefulness
Invoices and estimates that earn their place. Connected to the sales workflow, not accounting software theater.
Create invoice from lead
Deal closed? Create the invoice from the same lead record. No re-entering data. Context stays attached.
Estimates before invoice
Send an estimate. When they're ready, convert to invoice. One flow from quote to payment.
Pipeline to cash
Lead → Task → Schedule → Invoice. Deal-to-cash in one system. No handoff to a separate accounting tool for basic invoicing.
Reporting visibility
Invoices and estimates feed into reporting. See what's closed, what's pending. Pipeline ROI in context.
No extra setup
Invoices and estimates are part of ALTITUDE
Create from a lead. No separate tool to configure.
Common questions
How do invoices connect to leads?
Create an invoice or estimate from a lead record. The document attaches to that lead. Full context — who, what, value — in one place.
Can I send estimates before closing?
Yes. Create an estimate. Send it. When the deal closes, convert to invoice. One flow from quote to payment.
Your move
Connect the chain.
Stop the leaks.
From the first ad click to the paid invoice and the five-star review — one workflow, one record, one place to look.
- No credit card
- Full ALTITUDE from day one
- Cancel anytime