GuideSales & Invoicing
Quotation to Cash: 5-Step Workflow.
3 min read
How the end-to-end sales lifecycle works in Framebooks—from the first customer inquiry to money in the bank.
1
Draft Quotation
DraftCreate a quote with your proposed services and pricing.
2
Send to Client
SentEmail or share the quote link with your client.
3
Client Decides
Accepted / RejectedThe client reviews and either accepts or declines.
4
Convert to Invoice
InvoicedTurn the accepted quote directly into an invoice.
5
Get Paid
Fully PaidRecord the income when the money hits your bank.
Was this article helpful?