F
Quotes & acceptance
Move from proposal to secure customer sign-off.
Explore feature ↗OptiRise / commercial
Win the work. Protect its value.
Connect proposals, customer acceptance, recurring revenue and billing to the projects and services you deliver.
WORK. TIME. VALUE. ONE WORKSPACE.
INSIDE OPTIRISE / QUOTES / BILLING
Commercial control
Know what you agreed. Protect what you earn.
● ● ●INTERACTIVE CONCEPT · SAMPLE DATA
Accepted quotes£92.5kIllustrative figure
Monthly recurring£18.4kIllustrative figure
Ready to bill£31.2kIllustrative figure
Commercial lifecycleAgreement → billing
01Quote
02Acceptance
03Contract
04Invoice
Contracted recurring value£18,400 / month
Connected to approved commercial agreements
Recent activityLive-style preview
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Connected capabilities
Commercial control without the guesswork
Know what was agreed, what changed and what is due.
R
Billing & recurring work
Stay on top of milestones, subscriptions and retainers.
Explore feature ↗C
Time & profitability
Understand effort, utilisation and project value.
Explore feature ↗Why it matters
More control, without more admin.
Build detailed quotations, capture secure customer acceptance, manage catalogue pricing and recurring agreements, and follow the work through to billing.
✓Create catalogue-based quotations
✓Collect secure customer acceptance
✓Manage billing milestones, subscriptions and retainers
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Take control of the whole operation
Less friction. More visibility.
Better business.
Connect the work, people and commercial decisions that make your service business run.