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Working for international clients? With Octoa you can choose in which currencies you need to send proposals and invoices per client.
Project pipelineRelax, you have everything under control. Never lose track of your clients. Know exactly who still needs attention and who doesn’t.
Project activitiesNever forget what happened with your project. Get notified when a proposal is accepted or an invoice is paid.
Project phaseTake it step by step. Octoa keeps track in which phase you are so you know what to do next.
EmailsSend your emails directly from your client space. Combined with your email templates, quickly replying has never been easier.
Track your tasksAdd your tasks per project, with optional deadlines. Clear your head by writing it down. And know exactly what you still have to do.
Multi languageSet the language of proposals and invoices you sent to your clients. Currently we support English, Dutch, German, Italian, French, and Spanish.
No more messy inquiries floating around but all structured in one place. Easy for you to reply swiftly.
Proposal templatesSending out proposals will never be the same. Predefine frequently used proposals so you send them out in a matter of seconds.
Invoice templatesNo more re-creating the same thing over and over again. With invoice templates you can simply create your invoices with a few clicks.
Product templatesFrequently offering the same products/services? We have you covered. Quickly build your proposals and invoices by simply selecting your products.
Contract templatesStore your different contracts under the templates, for you to easily add them to your proposals.
Email templatesEmail communication can consume a lot of our time. By creating email templates you can swiftly reply to your clients within seconds.
Create as many tax classes as you need and allocate each product with a different tax class in your proposals and invoices.
Online signingNo more printing and scanning. Your clients can sign your proposal directly online on desktop and mobile.
Auto generated invoicesThe option to have your invoices automatically generated the moment your proposal is signed to save time.
Optional itemsInclude optional items within your proposal and let clients choose what they want directly online.
Payment scheduleSetup a payment schedule to communicate clearly when you expect a payment to be made and how much.
Send directly from OctoaProposals can be sent out directly from the tool including a payment schedule and contract.
Track historyTrack whether a client received your proposal, opened it or signed it.
Clients are able to pay your invoices directly online with Credit Card or iDeal.
Flexible TaxDifferent tax class per item, tax included or excluded. Have full control of how you apply tax to your invoices.
Quick invoicesCreated invoices from your proposals with a single click, copying all the required information.
Invoice overviewHave a clear overview of all your invoices and an understanding of which still need to be sent out or receive payments.
Download invoiceEasily download all your invoices in PDF format.
Track historyTrack whether a client received your invoice and opened it.
Track paymentGet notified when a client pays your invoice through Credit Card or iDeal or apply manually.
