An accepted quote becomes a project
You send the quote with a link; when the customer accepts, the project is created with its budget and one task per line, already on the board.
Who it's for
Agencies
An agency lives on quotes that become jobs, hours that become invoices and fees that come back every month. CursusOffice keeps it all in one chain.
Hours become an invoice
The team records time with the timer; at month end a customer's billable hours become a draft invoice, one line per task.
Fees go out by themselves
Maintenance and hosting fees: you create the template once and invoices are generated on the due date, with the period already written in the description.