01
From exploratory quote drafts to settled cash reconciliation.
Composable catalog objects meet regulatory-grade invoicing ergonomics.
Modules / Productie
Proposal to reconciliation. Without spreadsheets in between.
Ship A/B/C quote workspaces so customers deliberate inside gated portals tied to deterministic pricing.
Let accepted proposals spawn invoices with taxation snapshots already encoded — recurring schedules behave like revenue contracts.
Credit memos regain first-class bookkeeping posture — auditors see immutable sequencing.
GL bridges stream directly into Xero, QuickBooks and Fortnox with uniform schema contracts.
What you get
02
Variant-heavy proposals
purchasers choose sanctioned bundles inside portals
03
Line-item divergence
SKU math stays isolated per selectable branch
04
Product catalog stewardship
SKU truth stays centralized ahead of quoting
05
Digital signing
routed through governed SignIQ playbooks aligned with EU mandates
06
Deterministic invoicing spin-up
approvals translate into ledger-ready artifacts
07
Recurring invoicing ergonomics
subscription cadences without spreadsheet babysitting
08
Credit instrumentation
numbering arcs that satisfy auditors verbatim
MODULE · QUOTES & INVOICING
Offertes en facturen vanuit dezelfde context als CRM, documenten, SignIQ, klantgesprekken en uitvoering. Minder overzetten, minder synchronisatiefouten.
Why this is different
Feature-light peers
Ad-hoc quote builders crumble once VAT divergence, recurrence depth or corrective credits amplify — spreadsheets return as remediation.
How SideIQ encodes ledger truth
State machines propagate timezone-aware scheduling, taxable identities remain snapshotted and bank reconciliation aligns debits proactively.
What finance teams reclaim
The entire invoicing choreography stays inside authenticated SideIQ dossiers — accounting exports hydrate downstream GLs automatically.
Why this is necessary
Turnover does not arise in one system
Without related quotes and invoicing, your company must continually reconstruct what has been agreed. Sales knows the price context, execution knows what has been done, administration only sees what needs to be invoiced and the owner has to check that nothing is left behind.
That's exactly where separate document and accounting tools fall short. They can create documents or register payments very well, but often miss the story behind it: the customer conversation, the quotation version, the signature, the work order, the change or the commitment. As soon as quotes and invoices live outside SideIQ, the system loses context about how sales are generated.
SideIQ therefore makes quotations and invoicing part of the Business Operating System. From the first conversation to payment, everything contributes to the same customer file and the same workflow. The more commercial and financial steps run through SideIQ, the better the SideIQ brain understands what is open, what needs follow-up and where turnover is in danger of stalling. This way you drive turnover, instead of looking afterwards where the process came to a standstill.
Examples
Sales
a conversation or opportunity is converted into a quotation without having to collect customer data or agreements again
Service and installation
a completed work order can flow through to an invoice with relevant context, materials and approval
Field service
photos, work and customer signing remain connected to the commercial and administrative processing
Professional services
agreements, documents, quotes, contracts and invoices remain part of the same relationship history