07 // FINANCE
Invoice draft
Deal closed? The agent prepares the invoice from the approved quote. You just hit 'issue'.
Included in the Captain plan · $99 / month
What it replaces
Retyping what you already typed in the quote.
The ladder
- Human-led
- Draft only.
- Human-assisted
- Draft + send after approval.
- Fully autonomous
- Issues on its own under a threshold you set.