Software for quotes and invoices

Invoicing is the beating heart of an SME: it brings in cash, structures the customer relationship and keeps the company compliant. You still need a reliable, clear tool suited to the way you work, so that every invoice brings peace of mind and efficiency.

Contact

Quote and invoice software: a Salesforce module designed by Yelido

In an SME, the quote and the invoice should never be two separate worlds. The quote is the commercial promise; the invoice is its fulfilment. Yet many companies still juggle several tools to manage these steps, at the risk of losing time and making errors.

To streamline this essential flow, Yelido developed Orkkestra Billing: quote and invoice software based on Salesforce, ready to use and adjustable, designed to cover the whole cycle, from creating the quote to issuing the invoice and collecting payment. Installed and configured by our in-house senior experts, it gives SMEs a reliable and flexible tool quickly, fully aligned with their processes.

Request a demo of Orkkestra Billing

Quote & invoice software covering every SME scenario

With the Orkkestra Billing quote and invoice software, you do not start from a blank page. The module already includes all the essential features to manage your quotes and invoices, with clear, proven logic:

  • Customised quotes: quickly create quotes tailored to your products or services, with your templates and your terms of sale, for a professional, rigorous image from the very first document you send to the customer.
  • Conversion to an invoice in one click: as soon as a quote is approved, it automatically becomes an invoice, with no re-entry. You save time and avoid inconsistencies.
  • Subscription management: for recurring services, the module generates your periodic invoices (monthly, quarterly…) without manual intervention.
  • Time-based or usage-based billing: essential for service companies, the tool calculates and generates invoices based on the time recorded or actual consumption.
  • Automatic reminders: set up your reminders according to your rules and let the system notify your customers when a payment is late. This secures your cash flow with no extra effort.
  • Reports and dashboards: track the status of your invoicing, your incoming payments and the profitability of your projects in real time. Management finally has clear, reliable visibility on the business.

These building blocks cover most of an SME’s needs. But what makes the Orkkestra Billing quote and invoice software unique is that it can be adjusted to reflect your specific business rules.

The Yelido difference: both integrator and publisher of quote & invoice software

Orkkestra Billing was designed by Yelido, an experienced Salesforce integrator. For an SME, this changes everything:

  • You have quote and invoice software that is ready to run and already structured. No need to develop a whole system from scratch.
  • You also benefit from the expertise of our senior developers to adjust this module to your particular needs and connect it to any other function of your business.

In practice, this means that if your quotes include complex discount rules, or if your invoices must be synchronised with an ERP or accounting software, we make these adaptations to your quote and invoice software for you. You keep the robustness of a proven module while getting a tool that fits your business exactly.

Our method is gradual and transparent:

  • Exploratory phase to map your processes.
  • Development in short sprints with regular demonstrations, so you can watch your quote and invoice software take shape before your eyes.
  • User training (sales, administration, accounting) for quick adoption.
  • Ongoing support after go-live, because your needs change as your business grows.

This careful, rigorous approach ensures a reliable, scalable result, fully aligned with your objectives.

Request a demo of the Orkkestra Billing quote and invoice software!

Every SME has its own way of working, which is why Orkkestra Billing adapts to yours. The module is solid where all companies share the same needs (quotes, invoices, subscriptions), and it stays flexible where your business has specific requirements. And if your processes go beyond the standard, our senior team builds custom developments in Salesforce so that your tool fits your business exactly.

Would you like to streamline your business while gaining rigour and visibility? Contact Yelido and request a demonstration of Orkkestra Billing.

Explore Salesforce with Yelido: