Documents Module
Professional quotes and invoices in minutes.
Look like a bigger business. Turn quotes into connected invoices with one click, and track exactly who owes you money.
Invoice
#INV-0047
Awaiting Payment
P1,500.00
Consulting Services (3 hrs)P1,500.00
TotalP1,500.00
From Quote to Cash.
Stop fighting with Word document templates. VerxPoint lets you pull items instantly from your Catalog, tie them to a CRM client, and fire off a trackable PDF in seconds.
One-Click Conversion
Client accepted the quote? Convert it immediately into an invoice without re-typing anything.
Direct Email Delivery
Send beautiful, branded document emails directly through the platform.
QR Verification
Every invoice bears a unique cryptographic QR code linking to a verification page, preventing fraud.