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Business Systems
Quote-to-Invoice Approval System
Bidaya Marketing Communications
Quote approvals average under 2 hours, with every revision and sign-off on the record.
Visit website ↗Live internal system.
The challenge
Purchase quotes were built and approved over email and spreadsheets. Nobody could say which version was current, who had signed off, or what had been invoiced against it.
What we built
- Quote builder with line items, fees, tax and JOD-to-USD totals, plus full revision history so the current version is never in doubt.
- Audited approval workflow: every step is recorded, with supporting documents attached to the quote they belong to.
- Partial invoicing against approved quotes, so work can be billed in stages without losing the link back to the original approval.
- PDF quote generation and Excel export for clients and finance.
Results
Quote approvals under 2 hours on average
Every revision and approval audited
Partial invoicing tied to approved quotes
PDF quotes and Excel export
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