The quote-to-cash chain
For jobs a customer approves before you start, quotes carry the deal from first number to final restock without retyping anything.
📍
Navigate to: Quotes → New quote
How it flows
- Build the quote line by line from your catalog — products, services, quantities, any discount.
- Send it. Your customer gets a link to view the quote and accept it online — no printing, no signatures chased.
- Acceptance converts it to an invoice automatically. The invoice behaves like any other: emailed, payable online, tracked to paid.
- Payment can draft the restock. If the job consumed stock, Wemu drafts supplier purchase orders for what was used.
The pipeline board
The Quotes page doubles as a deal board — see every open quote by stage (sent, viewed, accepted, invoiced) so follow-ups happen while the job is still warm.
💡 Tip: quotes and invoices share your catalog and tax settings, so pricing is always consistent — change a price once and every new quote uses it.