Invoice & Quotation Automation System
Custom quotation and invoice platform with client-facing portals, PDF generation, approval workflows, payment status tracking, and n8n notifications to sales and finance teams.
Client: International Trading Company
NCVertex Deployment
Invoicing
Trading & Distribution
Invoice cycle: 3 days → 45 minutes
Manual follow-up: eliminated entirely
Payment collection time improved by 40%
Professional client portal — zero email attachments
Problem
Manual Excel quotations with no version tracking, approval workflow, or payment visibility. Finance team spent hours per week on manual invoice follow-up. No professional client experience.
Solution
Custom web platform with quotation builder, multi-stage approval flows, branded PDF generation, client portal, and n8n payment reminders integrated with the finance workflow.
Result
Invoice cycle time cut from 3 days to 45 minutes. Finance team eliminated all manual follow-up. Clients receive professional branded quotes and invoices instantly. Payment collection time improved by 40%.
Deployment Overview
Built around the real workflow.
Quotations were created manually in Excel, emailed as plain attachments, and tracked in a shared folder. No version control, no approval workflow, no automatic follow-up. Invoice processing required the finance team to manually chase payment status and send reminder emails.
We built a complete quotation-to-invoice web platform with role-based access for sales and finance teams. Sales creates quotations in the system, which generate professional branded PDFs with one click. Quotes move through a configurable approval workflow before being sent to clients via a branded portal. On approval, invoices are auto-generated and payment reminders are sent automatically via n8n at configurable intervals.
The client portal lets end-customers view quote history, download invoices, and confirm payment — reducing email back-and-forth by over 80%.
Technologies
Built with the right stack.
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Our Core Capabilities
Our Core Capabilities