Quote-to-cash flow: from accepted quote to order, deposit and project
An accepted quote becomes an order, deposit invoice, project and kickoff without retyping.
Winning the deal should be the end of the admin, not the start of it. Yet after every "yes" someone retypes the quote into an order, makes a deposit invoice, sets up a project and writes the kickoff email. This flow does it in one go. When a customer accepts a quote, it creates the order and a deposit invoice with a payment link. As soon as the deposit is paid, the project appears with the right tasks, the customer gets a friendly kickoff email and the team gets a planning task. Changed lines, partial acceptance and failed payments are handled with clear rules, and anything odd lands in a short review list. Every step is logged, with alerts if something stops.
Time saved
4 hours per week
8 accepted quotes × 30 minutes of retyping and setup
Delivery
From 12 days
Works with
Ideal for
What you get
- Working automation in your own accounts
- Documentation
- Video walkthrough
- Run log, error alerts and a monthly report
- One week of close monitoring after go-live
When this counts as working
You tick these off at delivery. If a test still fails after one free fix, you get your money back.
- 1When A customer accepts a quote, then An order and a deposit invoice with a payment link are created within 10 minutes
- 2When The deposit is paid, then The project is created with its tasks and the customer gets a kickoff email within 15 minutes
- 3When A quote is accepted with changed lines, then The order uses the accepted lines and the team gets a note about the change within 15 minutes
Packages
| What you get | Basic€ 1.950incl. VAT | Standard€ 2.950incl. VAT | Premium€ 4.250incl. VAT |
|---|---|---|---|
| Delivery | 12 days | 16 days | 20 days |
| Revisions | 1 | 2 | 3 |
| Order created from the accepted quote | |||
| Deposit invoice with payment link | |||
| Project and tasks created | Template | Per service type | Per service type |
| Kickoff email to the customer | |||
| Planning task for the team | — | ||
| Final invoice when the project closes | — | — |
Before you order
Where it runs
In your own Make or n8n account, between your quoting, payment and project tools
What you provide
Admin access to the quoting tool, Mollie or Stripe account, API key, Make.com account
Costs after delivery
Your own n8n or Make plan and AI usage, usually €20 to €60 per month
Maintenance plan Optional
€ 149/month incl. VAT
Monitoring, fixes when a tool changes, and new project templates
2 changes per monthReply within 24 hours
Busyzero
Ready-made AI automations, built and maintained by the Busyzero team
This gig is sold and delivered by Busyzero itself, with the same price rules, guarantee and review system as every seller. It is ranked by the same search rules, is never Busyzero's choice and is never promoted.
- Response time
- New
- Orders completed
- 0
- On-time delivery
- New
- Member since
- 2026
Busyzero’s own automation team. We build complete AI automations that run by themselves in your own systems: a quote request, invoice, order or customer question comes in, AI reads it, and the work gets done in your tools. A person only steps in where it matters, such as approving payments or messages sent in your name. How we work: a short call and 10 to 30 real examples from you. We then design, build and test the automation on real cases before it goes live, watch the first week closely, and hand over a manual. Every month you get a report of what it handled and the time it saved. Everything runs in your own accounts (n8n, Make, Microsoft 365 or Google, your own AI key, EU region where possible), so you own it and nothing is locked in. We design and build with AI assistance (Claude); a person tests every solution and takes it live. Same rules as every seller on Busyzero: a fixed price, the working guarantee with one free fix, and an optional monthly maintenance plan.
Frequently asked questions
Which tools can it connect?+
Quoting in Moneybird, Exact or Teamleader; payments with Mollie or Stripe; projects in Asana, ClickUp, Notion or Trello. Others with an API on request.
Can the deposit percentage differ per customer?+
Yes. We set rules per service type or customer group in the intake.
Who builds it?+
The Busyzero team. Max does the intake call, connects your tools with API keys you create, tests with your real examples and takes it live. The automation is designed and built with AI assistance (Claude), and a person checks every step before it touches your business.
Do I own it?+
Yes. It runs in your own accounts with your own keys, and you get the documentation. Nothing is locked in with Busyzero.
Reviews
No reviews yet
Busyzero is new here. Every order is covered by the Busyzero Guarantee: it works as promised, or your money back.
Confidentiality and data
- Data processing agreement included
- NDA free on request
- Your own NDA or DPA welcome: the seller reviews it before starting
- Works in your own accounts and tools
- Deletes your data after delivery
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