Quote & Invoice Management Suite
About this template
𝗦𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲 𝗬𝗼𝘂𝗿 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝘄𝗶𝘁𝗵 𝗣𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗜𝗻𝘃𝗼𝗶𝗰𝗲 & 𝗤𝘂𝗼𝘁𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 ✓ Designed to 𝘀𝗶𝗺𝗽𝗹𝗶𝗳𝘆 your 𝗾𝘂𝗼𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗶𝗻𝘃𝗼𝗶𝗰𝗶𝗻𝗴 𝗽𝗿𝗼𝗰𝗲𝘀𝘀, helping you get paid faster and focus on what matters most - running your business. 𝗪𝗵𝗼 𝗦𝗵𝗼𝘂𝗹𝗱 𝗨𝘀𝗲 𝗧𝗵𝗶𝘀 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲: ✓ Freelancers and consultants ✓ Small business owners ✓ Agencies and service providers 𝗛𝗲𝗿𝗲'𝘀 𝗛𝗼𝘄 𝗧𝗵𝗶𝘀 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲 𝗪𝗶𝗹𝗹 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 𝗬𝗼𝘂: ✓ 𝗦𝗮𝘃𝗲 𝘁𝗶𝗺𝗲: Reduce manual data entry and streamline your quoting and invoicing workflow. ✓ 𝗚𝗲𝘁 𝗽𝗮𝗶𝗱 𝗳𝗮𝘀𝘁𝗲𝗿: Track outstanding invoices and never miss a due date. ✓ 𝗜𝗺𝗽𝗿𝗼𝘃𝗲 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻: Keep all your quotes and invoices in one central location. ✓ 𝗚𝗮𝗶𝗻 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀: Analyze your sales data to make better business decisions. 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀: ✓ 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱: Get a quick overview of your recently added invoices, upcoming due dates, and invoice statuses. ✓ 𝗜𝗻𝘃𝗼𝗶𝗰𝗲 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲𝘀: Choose from 3 modern and professional invoice templates. ✓ 𝗤𝘂𝗼𝘁𝗮𝘁𝗶𝗼𝗻 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲𝘀: Create winning proposals with 3 modern and customizable quotation templates.
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
