Customers & Sales

Price every proposal with confidence — P&L to payment

Build Profit & Loss sheets with margin rules, VAT, discounts, and commission — then send branded quotations with PDF, public client approval, e-signature, invoice, and payment in one workflow.

5 steps Workflow stages
E-sign Client approval

From costing sheet to signed quotation

Two core workspaces — P&L for margin discipline and Quotation for client-ready proposals, PDF, and approval.

P&L Quotation Public share Invoice Payment
Costing

Profit & Loss Sheet

Line-item costing, margin protection, VAT & commission before any quote goes out.

  • Qty, unit cost, landed expenses & overhead per row
  • Proposal margin % with live ext. price & grand total
  • VAT, discount, and commission on sub-total
  • Approve P&L → create quotation in one click
Sales policy PNL Quotation Invoice Payment
New P&L P&L List Quotation Invoices
Profit & Loss Sheet New proposal — complete PNL before quotation
Save PNL
Proposal Margin50%
Project TitleNew Project P&L
ClientSearch CRM…
#DescriptionQtyUnitOverheadMarginTotal
1Item 1175₱10050%₱200
2Item 215,000₱5,00050%₱10,000
VAT 12%₱1,224
Discount 7%₱714
Commission 5%₱510
Grand Total ₱12,648.00
Sub Total₱10,200
Cost₱5,100
Profit₱5,100
Margin50%
Client-facing

Quotation editor

CRM-linked quotes with editable terms, enterprise PDF, and public approve/decline.

  • Customer & project details from CRM / P&L
  • Payment, delivery terms & validity dates
  • Download PDF · public mobile-friendly share
  • Electronic signature when client approves

Everything you need in Sales Tools

  • Profit & Loss (P&L) sheet builder
  • Quotation editor with CRM snapshot
  • Enterprise PDF & public client view
  • Electronic signature on approval
  • Invoice conversion & payment tracking

Benefits that compound

Know your margin before you quote

P&L calculates overhead, margin %, and grand total live — no spreadsheet errors.

Client-ready quotations

Branded public links, PDF download, payment terms, and e-sign — professional from first send.

Sales policy to payment

One chain: P&L → Quotation → Invoice → Payment with audit-ready history.

Deploy Sales Tools on Nexobiz

Included on Starter plans and above. Activate from your tenant module marketplace after signup.