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All features

Everything to run your creative business more efficiently.

Projects

Multi currency

Working for international clients? With Octoa you can choose in which currencies you need to send proposals and invoices per client.

Project pipeline

Relax, you have everything under control. Never lose track of your clients. Know exactly who still needs attention and who doesn’t.

Project activities

Never forget what happened with your project. Get notified when a proposal is accepted or an invoice is paid.

Project phase

Take it step by step. Octoa keeps track in which phase you are so you know what to do next.

Emails

Send your emails directly from your client space. Combined with your email templates, quickly replying has never been easier.

Track your tasks

Add your tasks per project, with optional deadlines. Clear your head by writing it down. And know exactly what you still have to do.

Multi language

Set the language of proposals and invoices you sent to your clients. Currently we support English, Dutch, German, Italian, French, and Spanish.

Templates

Lead form

No more messy inquiries floating around but all structured in one place. Easy for you to reply swiftly.

Proposal templates

Sending out proposals will never be the same. Predefine frequently used proposals so you send them out in a matter of seconds.

Invoice templates

No more re-creating the same thing over and over again. With invoice templates you can simply create your invoices with a few clicks.

Product templates

Frequently offering the same products/services? We have you covered. Quickly build your proposals and invoices by simply selecting your products.

Contract templates

Store your different contracts under the templates, for you to easily add them to your proposals.

Email templates

Email communication can consume a lot of our time. By creating email templates you can swiftly reply to your clients within seconds.

Proposals

Multiple tax classes

Create as many tax classes as you need and allocate each product with a different tax class in your proposals and invoices.

Online signing

No more printing and scanning. Your clients can sign your proposal directly online on desktop and mobile.

Auto generated invoices

The option to have your invoices automatically generated the moment your proposal is signed to save time.

Optional items

Include optional items within your proposal and let clients choose what they want directly online.

Payment schedule

Setup a payment schedule to communicate clearly when you expect a payment to be made and how much.

Send directly from Octoa

Proposals can be sent out directly from the tool including a payment schedule and contract.

Track history

Track whether a client received your proposal, opened it or signed it.

Invoices

Online payment

Clients are able to pay your invoices directly online with Credit Card or iDeal.

Flexible Tax

Different tax class per item, tax included or excluded. Have full control of how you apply tax to your invoices.

Quick invoices

Created invoices from your proposals with a single click, copying all the required information.

Invoice overview

Have a clear overview of all your invoices and an understanding of which still need to be sent out or receive payments.

Download invoice

Easily download all your invoices in PDF format.

Track history

Track whether a client received your invoice and opened it.

Track payment

Get notified when a client pays your invoice through Credit Card or iDeal or apply manually.

Get more headspace.

More structure and streamlined processes mean more headspace to be creative.