14. Does it support branded quotes and proforma invoices?

Yes. LEADer CRM fully supports branded quotes and proforma invoices as part of its built-in sales automation tools. Unlike many CRMs that require third-party add-ons, LEADer gives you everything you need in one place.

• Branded & customizable: Every quote or proforma invoice can include your logo, tax details, business information, preferred currency, and personalized fields. This ensures that every document reflects your brand identity.

• Digital workflow: Clients receive quotes through a secure link where they can digitally sign. Once a signature is added, the status automatically changes to Accepted and the system instantly generates a Proforma Invoice—saving hours of manual work.

• Status tracking: Quotes and invoices move through clear, automated stages: Draft → Sent → Viewed → Accepted → Rejected → Expired, making it easy to monitor progress.

• Centralized record keeping: Every document, including revisions and signatures, is saved in the customer timeline for complete visibility before the next interaction.

• Cross-platform access: You can create, send, and track quotes and invoices from Android, iOS, desktop, or web, with real-time sync across all devices.

Bottom line: LEADer makes branded quotes and proforma invoices not only professional in design, but also fully automated and integrated—helping you close deals faster and manage the financial process seamlessly.