Generate quotes. Speed up sales.

Empower B2B buyers with instant quotes and invoices that accelerate high-value purchases.

Fortress platform payment interface with credit card options, invoice details, and a $600 enterprise subscription.

Powering the world’s best companies

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Tenable logo
Jamf logo
Pioneer DJ logo
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Cyncly logo
Tenable logo
Jamf logo
Pioneer DJ logo
Veeam logo
Red Hat logo
SUSE logo
Sony logo

Features

B2B purchasing without the friction

Fortress subscription checkout screen with payment options, $160 total, and a

Instant quote-to-cart

Create pre-filled shopping carts directly from your CRM with just one click.

  • Reps send quotes as personalized checkout links
  • Customer information is pre-populated; only payment details are needed to transact
  • Option to auto-renew during purchase
  • Saves valuable selling time and accelerates conversions
Learn more
Checkout page for Fortress enterprise subscription, showing order summary, address fields, and payment options.

Click to quote

Let business buyers generate their own quotes, instantly and automatically.

  • Self-service quote generation at checkout
  • Accelerates time-to-purchase and internal approvals
  • Reduces friction and cart abandonment
  • Ideal for high-velocity B2B sales environments
Learn more
Invoice with a $600 total for an enterprise subscription. Cleverbridge is the Merchant of Record. Button: Download Invoice.

Proforma invoices on demand

Make invoice-first purchasing simple for B2B buyers, especially in the U.S.

  • Buyers generate proforma invoices in seconds
  • Supports internal procurement and finance workflows
  • Works across global currencies and markets
  • Increases conversion among invoice-driven buyers
Learn more
Fortress subscription renewal notice and options on mobile and desktop screens with graphs showing active subscribers.

Automated invoicing & payment collection

Let your system handle invoicing, reminders, and payments — without the back-and-forth.

  • Automated invoice generation and delivery
  • Custom payment terms and due date settings
  • Payment tracking and overdue reminders
  • Integrates seamlessly with AR and finance workflows
Learn more
Invoice showing $210 due for Fortress VPN by Cleverbridge, alongside a transaction list with payment statuses.

Global, tax-compliant invoices

Generate accurate, tax-ready invoices for any buyer in any country.

  • Full compliance with VAT, GST, and global tax rules
  • Dynamic field formatting based on buyer location
  • Audit-ready documentation and reporting
  • Built-in exemption and B2B validation logic
Learn more
Checkout interface for Audio Farm with payment options, transaction details, and partner logos like Workato and Salesforce.

Seamless CRM & ERP integrations

Connect your quoting, invoicing, and finance stack with little to no manual effort.

  • Native support via APIs, webhooks, and Integration Hub, powered by Workato
  • Sync with Salesforce, HubSpot, Netsuite, and more
  • Automate clearing files and reconciliation
  • Keep quoting and billing in perfect sync
Learn more
Fortress subscription checkout screen with payment options, $160 total, and a
Fortress subscription checkout screen with payment options, $160 total, and a
Checkout page for Fortress enterprise subscription, showing order summary, address fields, and payment options.
Invoice with a $600 total for an enterprise subscription. Cleverbridge is the Merchant of Record. Button: Download Invoice.
Fortress subscription renewal notice and options on mobile and desktop screens with graphs showing active subscribers.
Invoice showing $210 due for Fortress VPN by Cleverbridge, alongside a transaction list with payment statuses.
Checkout interface for Audio Farm with payment options, transaction details, and partner logos like Workato and Salesforce.

Cleverbridge integrates directly with your CRM, allowing sales reps to generate pre-filled checkout links that customers can use to complete purchases.

Yes. Cleverbridge supports click-to-quote and proforma invoices, allowing buyers to self-serve anytime.

Absolutely. We generate fully compliant invoices based on buyer location and applicable tax laws.

Yes. Cleverbridge automates renewal quote generation, delivery, and payment collection for subscription-based businesses.

Of course. We support out-of-the-box integrations and custom workflows via our Integration Hub, APIs, and webhooks.

Spend more time on selling, and less time on paperwork