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Last updated: Nov 07, 2023

Creating a quotation workflow

Create your own quote workflow(s) and determine how Monvy follows up your quotes (automatically).
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View all features of Monvy

Follow-ups

In addition to a quote, it is also possible to fill out an order form
Legal partner
Automatic initiation of collection process
Overview of invoice tracking
Have the Monvy AI Assistant make payment arrangements over the phone
Tracking invoices automatically

Quotes

In addition to a quote, it is also possible to fill out an order form
Convert quotation to invoice
Accept quote online

Debtors

In addition to a quote, it is also possible to fill out an order form
Personalized workflows
Requesting external credit report
An AI-driven credit score issued by Monvy

Performance

In addition to a quote, it is also possible to fill out an order form
Declare hours worked
Linking performance to invoices
Accept performance online
Link documents to your performance

AI Voice Assistant

In addition to a quote, it is also possible to fill out an order form
Remind your debtors by phone using artificial intelligence.
Have the Monvy AI Assistant make payment arrangements over the phone
Automatic initiation of collection process
Overview of invoice tracking
Tracking invoices automatically

Working Capital

In addition to a quote, it is also possible to fill out an order form
Requesting working capital

Offsets

In addition to a quote, it is also possible to fill out an order form
Offsetting invoices

Invoice Finance

In addition to a quote, it is also possible to fill out an order form
Receive your invoice amount instantly, with invoice finance

Leasing

In addition to a quote, it is also possible to fill out an order form
Submit leasing quotes using AI

Billing

In addition to a quote, it is also possible to fill out an order form
Convert quotation to invoice
Linking performance to invoices
Tracking invoices automatically
Fully automatic invoice tracking
Getting paid faster with factoring

Workflows

In addition to a quote, it is also possible to fill out an order form
Fully automatic invoice tracking
Automatic initiation of collection process
Remind your debtors by phone using artificial intelligence.
Have the Monvy AI Assistant make payment arrangements over the phone
Personalized workflows

Factoring

In addition to a quote, it is also possible to fill out an order form
Getting paid faster with factoring