Use case · Manufacturing
The quote goes out in three days, the invoice is paid in sixty-two
A 40-person manufacturer issues around 180 quotes a month. Sales write them in a spreadsheet, admin re-keys the order, the invoice goes out by post, and chasing happens when someone remembers. Average payment time: 62 days.
No credit card required
The starting point
Every re-keying costs a day and an error
The quote spreadsheet is clean, the ERP is solid, the accounts are up to date. The problem sits between the three: every hand-off is manual, adds delay and introduces a discrepancy. And nobody has the list of quotes unanswered for ten days.
- Three days between the enquiry and the quote going out
- Discrepancies between the signed quote and the invoice issued
- No systematic follow-up on pending quotes
- 62 days to payment, with no visibility on why
What gets deployed
One thread, from quote to cash
- 01
The quote is written in the customer record
Product catalogue, discounts, terms: the quote is generated as a PDF and sent the same day, with online signature. Sales never leave the record.
- 02
The invoice comes from the quote, with no re-keying
The order derives from the signed quote, the invoice from the order. Discrepancies become impossible because copying does.
- 03
Follow-ups run themselves
Quote unanswered at D+7, invoice overdue at D+3 then D+15: workflows chase, and never forget. Sales step in only when it matters.
- 04
Payment is one click away
Every invoice carries its payment link. Removing a payment friction shortens the delay more reliably than one more reminder.
What it moves
What the setup targets
- 3 d → 0
- to send the quote
- 0
- re-keying between quote, order and invoice
- 62 d → ≈ 40 d
- payment time targeted
- 100%
- of pending quotes chased
Go further
The building blocks used
Online quotes
Created in 2 minutes, accepted in 1 click, tracked every step of the way.
DiscoverInvoicing software
Compliant invoices, sent, tracked and paid.
DiscoverPayment links
Collect payments by card via Stripe — on your account or ours.
DiscoverCatalog & inventory
Products, variants, serialized stock and purchase orders.
Discover360° customer view
The entire customer relationship on a single record: activities, deals, exchanges.
DiscoverFAQ
Frequently asked questions
Do we have to drop our ERP?
No. Metaventus covers pre-sales and customer relations; the ERP keeps production and stock. The two synchronise through the API, and a signed quote can trigger the order in the ERP directly.
Are invoices compliant with e-invoicing rules?
Yes. E-invoicing is handled through an accredited platform, with issuance in the required format and lifecycle tracking of each invoice.
Can we keep per-customer discount terms?
Yes, they sit on the customer record and are applied to the quote automatically. Sales can override them, with a trace of who decided what.
Where are the 62 days of payment delay actually won?
In three places: the invoice going out on the day of delivery rather than at month end, the payment link inside it, and the automatic reminder at the due date. None is spectacular; added together they move the cash position.
Does this need a dedicated role to run?
No, and that is the point: with 40 employees and 180 quotes a month, the person who handled it part-time carries on — but she deals with the exceptions instead of keying in data. The Professional plan starts at €90 per month for the account.
Another question? Write to us — a human will answer.
Before you decide
Try the whole suite, for free
The Discovery plan is not a crippled demo: all eight hubs are open, two users, a thousand contacts, a hundred credits on us. No card and no end date. Model your first file and judge for yourself.
Create a free accountNo card, no automated sales chasing, and no feature that closes after fourteen days.
Comparisons
Coming from somewhere else? The migration is gentle
Contacts, companies, opportunities, tasks, segments and email templates come across from Brevo, HubSpot or an export. Keep your old tool as long as you need: nothing forces a big-bang switch, and nothing is deleted on your side.
Compare with your current toolReady to bring all your tools together?
Create your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.
No credit card required