15. Can I send quotes or a proforma invoice via WhatsApp or email?
Yes. LEADer CRM allows you to send both branded quotes and proforma invoices instantly through WhatsApp or email, ensuring fast communication and a professional experience for your customers.
Professional branding: All quotes and invoices include your logo, tax details, currency, and customizable fields, giving every document a polished and trustworthy appearance.
Instant delivery: From the customer’s record, you can choose to send by WhatsApp or email with one click. The recipient receives a secure link to view the document.
Digital signatures: Customers can sign quotes online. Once signed, the system automatically updates the quote status to Accepted and generates a Proforma Invoice for seamless handover into the billing stage.
Automated status tracking: Every quote or invoice passes through clear stages like Draft → Sent → Viewed → Accepted → Rejected → Expired, so you always know where you stand.
Real-time sync: Updates are instantly synchronized across Android, iOS, desktop, and web apps, ensuring full visibility for your team.
Smart follow-ups: After sending, LEADer can trigger automatic reminders or tasks, keeping deals moving forward and reducing delays.
Bottom line: Sending quotes or proforma invoices through WhatsApp or email in LEADer is not just quick—it’s a complete digital workflow with branding, signatures, automated status updates, and built-in follow-up tools that accelerate deal closures.