01
Next stepDeliver the design on Sep 25
Business
Your own business, with quotes and clients in order.
Quote in your name, follow every opportunity through to payment and keep a file for each client. When the business grows, you turn it into a company without starting over.
02
Next stepFollow up on Sep 17
03
Next stepSend the proposal
Opportunities with a stage and a next step
To quote, sent, accepted, paid. Every opportunity says where it stands and what to do next, with no separate spreadsheet.
Quotes with your brand
Services, quantities, prices and terms in a link your client accepts. The status changes on its own when they do.
Clients with a history
Contact, terms, quotes sent and payments recorded. You come back to a client knowing what you proposed and what they paid.
From the opportunity to the payment
What your business does while you work.
Follow the brand design for Maple Cafe: the $2,400 quote goes out, the client accepts it and the payment is recorded.
My space
- Opportunities
- 3 Being followed
- Accepted
- 1 With upfront payment collected
- Proposed this month
- $ 5,350 Three quotes
Accepted1
Maple CafeBrand designDeliver the design on Sep 25
Next step
Sent1
North StudioMonthly website maintenanceFollow up on Sep 17
Next step
To quote1
Sunrise BakeryProduct photo sessionSend the proposal
Next step
Personal space
Clients
The client file brings together what you proposed and what they paid.
Maple Cafe: contact, agreed terms, two accepted quotes and the $1,200 upfront payment recorded. You come back to the client without searching your email.
- Contact and agreed terms.
- Quotes sent and their status.
- Payments recorded and balance receivable.
Client file
Maple Cafe
Contact and terms
Rosa Paredes · 50% upfront on acceptance and the balance on delivery. Two quotes accepted this year.
Brand designUpfront paidDelivery Sep 25
Your client sees the quote; the rest stays in your space.
A personal business that already works like a company.
You quote, collect and follow your clients from your personal space. The day you grow, you create the organization and take your clients and catalog with you.
The quote goes out with clear amounts.
Brand design for Maple Cafe: service, upfront payment and balance on delivery, in a link the client accepts.
Quote COT-P-0012
Maple Cafe
$ 2,400- Brand design
- $2,400 Logo, palette and applications
- Upfront payment collected
- $1,200 Sep 10 · bank transfer
- Balance on delivery
- $1,200 Delivery on Sep 25
From a personal business to a company, without starting over.
When you need to invoice as a company, create the organization from your space and bring your customers and catalog.
Workspace selector
Your spaces
One account- My Persona
- Personal Business, finance, wellness and academy
- Maple Design LLC
- Company Tax identity, series and invoices
What your space covers
Four pieces for a business of your own.
Opportunities
A board with a stage and a next step per opportunity. You see what is due today and what is waiting on the client.
Quotes
Services, prices, terms and validity in a link with your brand. The client accepts from there and the status changes on its own.
Clients
A file with contact, terms, quotes and payments. Each client’s whole history in one place.
Payments
Upfront payments and balances recorded per quote. You know what you collected, what is left and when.
Business
Before you send your first quote.
What people who run their own business in XEN ask.