Send Quotes, Invoices, and Payment Requests automatically. Choose Triggers for each automation.
Set up your service once and let Zendo handle the paperwork for you.
Use Zendo to generate Quotes from scratch or base them on a predefined Service. Define multiple line items, special conditions, and automations with an easy-to-use interface.
Invoices can be generated with just one click (manually) or automatically upon payment.
Zendo gives you one convenient place to manage all your documents with detailed information and links to Requests containing them.
Both Quotes and Invoices support taxes. You can specify the percentage tax value globally or per Service item.
Every document Zendo generates is available as a PDF and emailed to your clients, so they never miss it.
Predefine a naming scheme for your documents with prefixes, suffixes, and date formatting.
You can remove Zendo branding from the Service Catalog and Order Forms.
Let clients know about new documents waiting for them, either through email or in-app & browser notifications.
Make sure there are no misunderstandings between you and your clients. Quotes define the scope of work and the components for which the client is paying.
Quotes are the cornerstone of a service-based business. That is why we made sure they are easy to use and customizable.
Automatically generate and send Invoices to clients once the payment has been made.
Don’t create separate Requests when your clients want to purchase an additional service. Just send a new Quote inside the existing Request.
Quote drafts are not visible to your customers, you can pre-make a Quote and work on it with your teammates.
Each Quote has a state. Always know what is happening with every Quote at a glance. Available states are: new, pending approval, approved, awaiting payment, paid, done, and canceled.
Set a payment due date for each Quote. That way, your clients know the deadline for the payment.
Quotes can have custom names so they are easier to identify.
Learn how to recognize if your business should invest in software and how to choose the best suited solution from those available on the market.