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For sales and account managers

Know where your customer stands before you call them

Has the order shipped and been invoiced? Have they paid? Is anything in dispute? Find out without waiting on finance, and send quotes and contracts that turn straight into orders when your customer says yes.

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Customers / Harbourline Foods · Account
Where they standGood standing
PO 4519 · Walk-in coolerOrderedQuote Q-0031 accepted online, order ORD-00431
INV-00418SentCAD 3,608.86 · due 15 November
INV-00377PaidPaid 2 April, by wire
Disputes0None open
Read-only seat for sales

What you can do

Less back and forth with finance

Ask in plain words

Before a renewal call or a new order, ask duebird about the account. It answers from the customer's orders, invoices, payments and emails, and links to the records.

Chat / Harbourline Foods

Has Harbourline paid the March invoice?

Yes. INV-00377 was paid in full on 2 April, by wire, per remittance RA-2105.

Anything open before my call?

One invoice, INV-00418 for CAD 3,608.86, due 15 November. No disputes, no promises outstanding.

Answers link to the records

Quotes your customer accepts online

Build the quote from your catalog and the customer's prices. They open a link, choose any optional items, enter their PO number and accept. The order is created from what they chose, and billing doesn't retype anything.

Quotes / Q-0031 · Harbourline Foods
Q-0031 · Walk-in coolerAccepted
Walk-in cooler service$1,850.001 job
Annual maintenance planChosenOptional · 12 months × $240.00
Door gasket kitSkippedOptional · 4 ea × $86.00

Accepted online by Ivy Chen with PO 4519

Order ORD-00431 made from what they chose

Valid until 30 Nov

Contracts signed without another tool

Write the agreement from your company's template, send it for signature, and get reminders sent for you. When it's signed, its prices and billing schedule are set up for billing to confirm. No one copies terms from a PDF.

Contracts / SOW-0019 · Northgate Logistics
Statement of workWaiting on 1

Fees

Discovery and setup$12,000.00Fixed, on signing
Monthly retainer$4,500.00 / moFrom 1 Nov, in advance

Signers

Dana Okafor, COOSigned 14 OctNorthgate Logistics
Marc Ellis, DirectorAsked todayYour company
Sealed copy sent to everyone when complete

Questions

What sales teams ask

Do I need to learn the billing side?
No. You can have a read-only seat and ask questions in plain words. Finance keeps control of invoices and payments.
What if the customer's PO doesn't match my quote?
When a PO quotes your quote number, duebird links them. If the prices differ, billing gets a question instead of a wrong invoice.

30 minutes, your paperwork

Bring your sales lead along

Billing and sales usually want different things from this. Book a demo and bring both.

Book a demo Follow one order first