1
Prepare
Build the quote from the customer or opportunity.
From proposal to payment
Keep commercial documents with the customer record
Create itemised proposals and invoices inside the CRM, publish the right records to customers and connect Stripe when online payment is required.
One company administrator login is free. Paid users and optional add-ons are billed monthly.
Metisseo workspace
Quotes and Invoices
- Company-specific permissions
- Responsive on desktop, tablet and mobile
- Connected customer history
What it includes
Features connected to the same CRM record
- Itemised lines, VAT and expiry dates
- Electronic quote acceptance and signatures
- Optional quote deposits
- Convert accepted quotes to invoices
- Invoice due dates, status and portal visibility
- Stripe OAuth connection for direct company payments
How it fits together
A clear workflow from record to outcome
2
Publish
Make the proposal available for review and acceptance.
3
Convert
Create the invoice from accepted work or manually.
4
Collect
Receive payment through the company’s connected Stripe account.
Questions
Frequently asked questions
Can customers accept quotes online?
Yes. Published quotes can support electronic acceptance and signatures.
Does Metisseo receive the customer payment?
No. When the payments add-on is active, the company connects its own Stripe account and receives payments directly.
Are Stripe fees included in Metisseo pricing?
No. Stripe processing fees are charged separately by Stripe.
Start with the core CRM
Create your free Metisseo company account
Set up one free company administrator, then add users and optional services only when they are needed.