The problem
You close a deal. Now you need to write a quote in Word, save it as PDF, email it, wait for sign-off, then re-key the same numbers into your accounting system to raise an invoice. Half the time the figures don't match, the VAT is wrong, or someone forgot to update the customer record.
How EF-CRM solves it
Three steps. One outcome.
One-click quote from a CRM opportunity
Open an EF-CRM deal, click Quote. Your branding, your terms, your line items, your customer details — populated automatically. Send for e-signature without leaving the page.
Auto-convert to invoice on signature
When the customer signs, EF-CRM marks the deal as Won and EF-CapFlow raises the invoice with the correct VAT rate, payment terms, and bank details. Zero re-keying.
Chase and reconcile automatically
EF-CapFlow chases overdue invoices on your schedule, matches incoming payments via Open Banking, and updates the EF-CRM customer health score. You see one number: cash collected.
The outcome
What you should expect
- Quote-to-invoice down from 2 days to 60 seconds
- Zero VAT or numerical mismatches between quote and invoice
- No more chasing — automated reminders on your tone of voice
- Sales and finance see the same customer record, always current
Common questions
Frequently asked
Can I customise the quote PDF?▼
Yes — fully branded templates, custom terms, multi-currency, and digital signature blocks. Templates can vary by product, customer segment, or deal size.
Does this work without EF-CapFlow?▼
EF-CRM can push to Xero, QuickBooks, Sage, and FreeAgent via the Integration Hub. EF-CapFlow gives the tightest experience because it shares the data model.
What about partial invoicing or stage payments?▼
Supported. Set a payment schedule on the quote (deposit, milestones, retention) and each stage auto-raises on its trigger date or event.
Try EF-CRM free for 7 days
No credit card. No call with sales. Set up in 60 seconds.