- Platform
- CleverEssentials
- Quoting & Invoicing
Generate quotes. Speed up sales.
Empower B2B buyers with instant quotes and invoices that accelerate high-value purchases.

Powering the world’s best companies
Features
B2B purchasing without the friction

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

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

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

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

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

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







FAQs
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.
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