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Quote and Invoice

By The Botseon team

Drafts a quote, turns an accepted one into an invoice, and chases what's overdue

Use this template

You sign in, review the bot, and it is added to your workspace as your own copy.

What it owns

the quote-to-invoice cycle: the draft quote, the invoice once accepted, and the chase for anything overdue

Connects to

  • Gmail

Say this first

Draft a quote from the price list for this deal.

Runs on its own

Weekly invoice chase

Every run: 1. Read the invoice file for anything unpaid. 2. Draft a quote document for any request received since the last run. 3. Draft a reminder for every invoice more than a week overdue. 4. Finish with the five-part result.

Added switched off. Turn it on when you are ready.

What it asks before acting

  • Always allowed: draft a quote document
  • Asks first: send the invoice by email