B2B transactions & financial documents, connected
BOOKKEEPING &
RECEIVABLES,
MADE EASY.
Manage quotes, orders, invoices, documents, payment terms and business transactions from one connected workspace.
Free for your first month. No credit card required.
The problem
Your business lives across five different places.
Every scattered tool means a missed follow-up, a forgotten document, or a payment left to memory.
SkipnQuote connects the transaction
One connected journey
Every document knows its place in the transaction.
No more wondering which quote turned into which invoice. SkipnQuote links the whole story together.
Quote
Professional, tracked quotations
Approval
Customer confirms the deal
Sales Order
Converted and confirmed
Invoice
Issued from the order
Documents
Attached to the transaction
Payment Terms
Net 30, Net 14, clear dates
Payment Status
Paid, partial, overdue
Invoice #INV-1048
₦2,500,000
- Payment terms
- NET 30
- Issued
- 29 Aug 2026
- Due
- 28 Sep 2026
- Outstanding
- ₦2,500,000
Quote #Q-1024
Approved → Sales Order
Invoice #INV-3012
2 supporting documents
Why SkipnQuote
Built for the people who keep business moving.
Create professional quotes faster
Build, send and track quotations from templates your team will love.
Know what you’re owed
Keep receivables, due dates and payment terms visible at a glance.
Keep documents connected
Find every document that belongs to a transaction in one place.
Follow every transaction
Trace the journey from quote to invoice and payment status.
Give customers a better experience
Let customers review documents and approve actions through a professional portal.
The workspace
Know what needs your attention.
Organize your workspace around the work that matters most to you — receivables, overdue invoices, quotes awaiting approval and live activity.
- Action required, surfaced first
- Receivables & payment terms at a glance
- Quotes, orders and invoices tracked together
- Activity history for every document
Your business sent you
SkipnQuote Demo Co.
Due Sep 28
Your customers
Give your customers a better transaction experience.
Customers review quotes, approve deals, see payment terms and access their documents — without learning your internal tools.
- Review and approve quotes in one tap
- View invoices and payment terms clearly
- Access supporting documents anytime
- Request additional information when needed
Made for your role
One workspace. Every role covered.
Bookkeepers
Keep business transactions and documents organized.
Accounts Receivable
Know what’s outstanding and what needs attention.
Accounts Payable
Track obligations, documents and due dates.
Growing Businesses
Move away from spreadsheets and scattered documents.
Pricing
Start simple. Try SkipnQuote free for your first month.
No long contracts. Start organizing your transactions today.
Starter
For businesses getting started
Start simple
- Quotes, orders & invoices
- Documents & records
- 1 user
Business
For growing teams
Most popular
- Everything in Starter
- Customer portal
- Reports & export
- Team members
CRM
For deeper customer management
Custom
- Everything in Business
- Full CRM
- Automations
Enterprise
For larger organizations
Custom
- Everything in CRM
- SSO / admin
- Dedicated support
Pricing shown is indicative. Different markets and currencies supported.