DepositFix is quotation and invoice software built to help you simplify estimates and billing. It turns manual tasks into fast, repeatable steps so your team spends less time on paperwork and more time serving clients.
Modern platforms offer customizable templates, client portals, mobile apps, and integrated pay-now buttons. With these features you can create professional invoices, send online quotes, and convert accepted estimates into billable items with one click.
DepositFix connects the full quote-to-cash flow for your business. You get branded documents, automated reminders, recurring billing, multi-currency support, and secure payment options like Apple Pay and credit cards.
This unified solution helps reduce admin, improve cash flow, and give you real-time visibility into collections so you can scale with confidence today.
You need a tool that speeds estimate creation and moves approved work straight into billing without delays. Fast estimate building saves time and keeps projects on track. Modern invoicing must let you reuse items, set pricing, and produce polished documents in minutes.
Build estimates from saved items, taxes, and custom templates. Convert a saved quote into a branded invoice in a click so nothing is retyped.
Let customers accept quotes with one click, add comments in context, then trigger instant conversion to an invoice. Integrated payment options let clients pay securely with cards, Apple Pay, or bank methods right away.
DepositFix provides this fast estimate-to-invoice workflow today, with online acceptance, integrated payments, and automation that helps your team scale without extra hires.
DepositFix centralizes estimates, payments, and client records so your team works from one clean workflow. It is a purpose-built solution for teams that use a CRM and rely on online payment flows.
The platform keeps quotes, invoices, and payment status together, reducing duplicate entry and improving data management. Mobile and desktop access gives your team flexibility while client portals let customers view and act on documents quickly.
DepositFix helps your business operate faster today, as it replaces fragmented tools with one cohesive platform that’s quick to deploy and simple to manage.
Turn approved estimates into billable work with a flow that removes manual re-entry and speeds payment.
Create and send online quotes quickly. Pull saved items, rates, and taxes into a secure link or email. Send proposals that look right and match your pricing.
Let the customer accept with one click and leave comments or questions. Clients can approve instantly, add context, and you can respond inline to resolve issues fast.
Convert accepted quotes into invoices instantly. Preserve line items, quantities, and pricing so nothing needs retyping. That reduces mistakes and speeds collection.
Result: fewer handoffs, less manual work, and faster invoicing. Your team spends time on delivery, not chasing approvals or reconciling records.
Give every document a consistent look with branded templates and custom colors that match your business. Consistency builds trust, speeds approvals, and makes your work feel polished.
You can upload a logo, choose a palette, and save reusable templates so your team sends the same professional files every time. Templates speed creation and reduce errors across projects.
Generate PDFs or share secure email links so customers can view, accept, or pay from desktop or mobile. DepositFix supports multiple document types, quotes, invoices, credit notes, so you handle varied billing needs without extra tools.
Let buyers pay the way they prefer, from cards to mobile wallets, without leaving your portal.
DepositFix supports modern payment methods so your customers complete checkout fast. You can accept credit cards, ACH bank transfers, Apple Pay, and Google Pay through trusted gateways. This creates a familiar, secure flow that boosts on-time payments.
Offer multiple methods so clients pick what suits them. Tokenized card storage and direct debit reduce failed payments and speed repeat billing.
Integrations keep the experience inside the client portal. Users never leave a secure page to pay, which cuts friction and improves collections for your business.
Bill in local currencies and show regional payment options to reduce confusion for global clients. Localized checkout boosts conversion and simplifies invoicing across borders.
A proactive follow-up flow nudges customers at set intervals so dues don’t slip past your team. DepositFix automates payment reminders and escalations, so you spend less time chasing late accounts. Set up staged notices that run until a balance clears or action is taken.
Use automated payment reminders to prompt clients before and after due dates. You can configure gentle first notices, firmer follow-ups, and final escalation messages for past-due bills.
Create recurring invoicing for retainers or subscriptions on a fixed day of the month or week. Recurring cycles save time and keep revenue predictable.
Connect DepositFix to Zapier, QuickBooks, Monday, or popular apps to run scheduled workflows. Automate status changes, tags, and notifications so routine tasks happen without manual steps.
A reliable access model and encrypted repositories make sure billing data stays under your control.
You get secure, cloud-based storage with multi-factor authentication so only authorized users sign in. That reduces risk from stolen credentials while keeping access simple for your team.
PCI-compliant processing ensures card information never touches your servers. DepositFix routes payments through certified processors to protect customer payment details during the entire invoicing process.
Bring billing, client context, and payment flows into one clear workflow for your team. DepositFix is a CRM-first solution that streamlines how you build quotes, convert them into invoices, and accept payments so you close the loop faster.
It keeps customer context in sync so sales, finance, and ops work from the same record. That reduces re-entry and speeds decisions.
Faster cash collection by removing friction between acceptance and payment improves on-time rates and lowers DSO.
Less admin through auto-reminders, recurring cycles, and conversion reduces errors and frees staff time.
Better customer experience with branded documents, secure links, and flexible payment options speeds approvals and payments.
Connect a gateway, import contacts, pick a template, and send your first quote in minutes. When it’s accepted, convert to an invoice and let customers pay on the spot to see immediate ROI.
DepositFix helps you copy and edit earlier quotes, let customers accept online with a click, then convert accepted items into an invoice instantly. Send PDFs or secure links by email so payment is simple.
Use multiple collection methods, from card to bank, and set up automated payment reminders to reduce late balances. Track status, store documents, and keep branding consistent with templates and a logo.
When you’re ready, onboard your team, connect a gateway, and start sending documents this month. DepositFix is the choice that speeds collections, saves time, and gives your business clearer reports and less admin.
Discover the hidden automation in your payment, billing and invoicing workflows. Talk to our experts for a free assement!
