From CRM contact to finished invoice
Use contact, listing and sender data without double entry for quotes, invoices and PDF sending.
Mallorca Map
Document creation
Challenge
The challenge
Many small teams copy CRM data manually into external invoicing tools. That costs time and creates errors.
Market cost
Typical market cost
Separate invoicing tools, template maintenance and CRM sync often cost monthly software fees plus manual work.
Usage
Workflow
Select contact.
Review template and line items.
Generate PDF, send it and document it in the CRM.
Value
Value
Less duplicate entry.
PDF sending from the listing.
Multilingual documents.
CRM timeline stays complete.
Related tools
CRM
CRM directly on the listing
All inquiries, contacts and follow-up processes stay in one workspace instead of disappearing between inboxes, spreadsheets and tools.
Learn moreTeamwork
Team seats for collaborative work
Give team members controlled access to CRM, contacts and editing without sharing passwords.
Learn moreLead generation
Lead forms that flow into CRM
Instead of collecting loose emails, structure inquiries and route them into the next sales step.
Learn moreBundle tools in the Pro system
Compare packages, book add-ons or open your existing listing to use the features directly.