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Quotes
Quotes that actually become invoices.
Build a quote from your catalogue. Send it as PDF or a web-acceptance link. When the customer accepts, OpsMerge atomically creates the invoice and the project ticket — in one transaction, with no copy-paste between systems.
- Catalogue-driven
Pick lines from products, services and distributor SKUs. Distributor pricing flows through. No re-typing rates.
- Atomic acceptance
Quote acceptance spawns the invoice and the project ticket in one transaction. Either both exist or neither does.
- UK VAT-aware
Per-line tax codes drive the VAT calculation. QBO computes tax server-side from the same codes. No hand-typed tax lines.
How a quote becomes work
One acceptance event, two artefacts.
- Operator builds the quote from catalogue lines (products, services, distributor SKUs).
- Quote sent — PDF download or a secure one-time web-acceptance link.
- Customer accepts. OpsMerge wraps the next steps in a single database transaction.
- Invoice generated with snapshot of accepted lines, tax codes resolved, payment link attached.
- Project ticket created with the quote attached, line items as work-order checklist.
- Activity log captures the chain — quote ID, acceptance timestamp, IP, downstream artefact IDs.
Pricing & VAT
Per-line tax codes, distributor cost imports, currency-aware.
- Per-line tax_code_id drives the VAT calculation — same code QBO uses server-side.
- Distributor cost imported from CSV or supplier feed; margin shown live in the builder.
- Multi-currency on the roadmap; today the quote currency follows the contract currency.
- Quotes drafted before VAT is enabled on the tenant carry NULL tax codes — recovery flow documented for operator.
Web acceptance
No DocuSign-tier integration cost for a yes / no.
- Customer follows the one-time acceptance link, sees the line items, hits accept.
- Acceptance event is signed, timestamped, IP-stamped.
- Audit log entry references the operator who built the quote and the contact who accepted.
- Optional manual sign-off path if the customer needs to forward to procurement.
Backlog (V2)
Reply-to-quote threading, revisions, multi-step approval, alternates, percentage discounts, multi-currency, expiry reminders, DocuSign integration, quote templates and contract conversion. We shipped V1 with the spine — the rest follows real beta usage.
Pairs well with
Other things in the platform
Products & catalogue
Suppliers, products, distributor pricing. CSV import. Drives quotes, invoices and the asset register.
Learn moreBilling & invoicing
Auto-counted assets, QuickBooks Online push, void with full reversal. Cleanly.
Learn morevs
OpsMerge vs SuperOps
Where each one wins, where each one doesn't.