Create quotes/order forms
planned
A
Anant A.
As a company, we’d like to create a document that can be shared with our leads/customers to present a pricing proposal or agreement. This document should be reviewed and signed by stakeholders. Ideally, we’d like to automate this process in Lago and generate a one-off invoice or subscription accordingly with coupons, prepaid credits….
Josh Sagent
will this support integrating with crms like hubspot so sales<> finance dept and process gap can be bridged
Lago admin
updated the status to
planned
Michael Ponrajah
updated the status to
in progress