Invoicing & Quotes Built Into Your CRM
From quote to cash without switching tools. Onbrix gives you professional quotes, one-click invoicing, Stripe payments, recurring billing, and branded PDFs -- all connected to your contacts and deals.
1-Click
Quote to Invoice
Stripe
Payment Links
Auto
Recurring Billing
Branded
PDF Documents
Quote to cash, simplified
Create quotes, convert to invoices, and collect payment -- all in one platform.
Professional Quotes
Create professional quotes with products from your catalog, line item discounts, tax calculations, and terms. Send branded PDFs to clients and track the full lifecycle from draft to accepted.
One-Click Invoicing
Convert accepted quotes to invoices with one click. Auto-number invoices, set payment terms, add notes, and generate branded PDF invoices with embedded payment links.
Stripe Payments
Accept payments through Stripe with embedded payment links in invoices. Support credit cards, ACH transfers, and international payments. Payment status syncs automatically to your CRM.
Recurring Invoices
Set up recurring invoices for subscription services. Choose billing frequency, start date, and end date. Invoices generate automatically and dunning reminders chase overdue payments.
Quote Versioning
Create multiple versions of a quote as negotiations evolve. Compare versions side by side, track changes, and maintain a complete history of every revision sent to the client.
PDF Documents
Generate branded PDF quotes and invoices with your company logo, colors, and terms. Use document templates with variable substitution for consistent, professional output.
Frequently Asked Questions
Start sending professional quotes today
Create quotes, convert to invoices, and accept payments -- all from one CRM. No more switching between tools.