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NUMERISH QUOTE360 ENTERPRISE AI

From the first quote
to the final receipt.

Bring offers, approvals, billing and client payments into one connected workflow. Built for service teams, growing businesses and organisations with multiple companies or locations.

Request a guided demo Estimate your ROI

Subscribe to Quote360 as a focused product, or connect it with ERP360 Core and selected addons.

YOUR COMMERCIAL WORKSPACEIllustrative example
Northstar StudioSample company · London
QUOTATIONQUO-2026-0018Prepared for review
PREPARED FORAster Design StudioClient reference · AST-0042
ItemQtyTaxAmount
Brand strategy workshopProfessional service120%600.00
Ongoing design support↻ Monthly recurring line120%150.00
Illustrative totalGBP 900.00

Define the scope, pricing, tax and recurring lines before approval.

Client-ready documentsControlled approvals

LESS RE-ENTRY. MORE CONTINUITY.

Keep the commercial story together.

A quotation should carry its context into the next step: the customer, agreed items, tax basis, approval history and payment choices. Quote360 connects those steps so sales, finance and clients can work from a clearer record.

One document historyClear responsibilitiesControlled client actions

THE FULL DOCUMENT WORKFLOW

A connected path from offer to collection.

Move an approved, accepted quotation into an invoice draft, or use a proforma when your process calls for it. Keep approval and issuance controlled.

  1. 01

    Set the context

    Select the company, branch and client. Use enabled currencies, tax profiles and the right staff permissions.

  2. 02

    Build the offer

    Find catalogue items or add custom services. Set quantities, tax, discounts, coupons and recurring lines.

  3. 03

    Review & share

    Route the document for approval. Send its PDF or create a controlled client link with expiry and revocation.

  4. 04

    Move to billing

    Continue into proforma or invoice workflows, retaining the source document and commercial context.

  5. 05

    Collect & reconcile

    Offer eligible Payment Hub gateways. Support partial payments and governed manual bank-payment review.

  6. 06

    Receipt & retain

    Issue receipts against confirmed payments. Track correction, cancellation and refund requests through approval and reconciliation, and retain their history.

Recurring work stays connected. Configure recurring lines alongside one-off items. Generation, approval, issue and email follow the applicable plan and permissions; recurrence does not itself authorise an automatic charge.

PURPOSE-BUILT FOR SALES AND FINANCE

The details that make daily work easier.

Practical tools for preparing documents, serving clients and keeping decisions traceable.

Client & catalogue workspace

Manage clients, search reusable products and services, quick-create permitted items, or use explicit custom lines. Search, filter and sort your document registers.

Less repetitive entry

Flexible commercial terms

Combine one-off and recurring items. Apply authorised discounts or coupons per line, and preserve the pricing and approval basis.

Clearer offers

Professional documents

Configure company branding, contact details, colour themes, tax presentation, document labels and terms. Use an Invoice or Tax Invoice label as configured.

Consistent client presentation

Client actions & payment choices

Use expiring shared links and document-specific payment choices. Narrow eligible Payment Hub gateways without changing the wider company settings.

A clearer next step

Document email & recovery

Configure PDF email on eligible document issue, or use an authorised recipient override. Configured Notification360 delivery includes visible recovery states and controlled retries.

Track the delivery workflow

Approvals & accountability

Separate preparation and approval, restrict access by company and branch, and retain the document history through payment and permitted adjustments.

Stronger operational control

MULTIPLE LOCATIONS. MULTIPLE COUNTRIES.

One group.
The right company context.

Support branches within a company and separate legal entities within an organisation. Keep document ownership and staff access aligned with the company doing the business.

  • Branch and legal-entity selection
  • Company- and branch-scoped staff permissions
  • Enabled transaction currencies and country tax profiles
  • Eligible payment routes for the document context

Country operation requires the applicable tax, fiscal, payment and e-invoicing setup. A country selector is not a compliance certification. Group consolidation and intercompany accounting belong to their separately configured financial products.

Illustrative organisation structure

Northstar GroupAuthorised group access

ZASouth African company

Separate legal entity · ZAR example
Johannesburg branchCape Town branch

GBUnited Kingdom company

Separate legal entity · GBP example
London branch

Locations are branches. Separately registered companies are legal entities. Access follows current permissions.

MODULAR BY DESIGN

Start focused. Connect as you grow.

Use Quote360 as a focused subscription, or connect the products your workflow needs. An integration does not grant the other product’s licence.

QUOTE360 SUBSCRIPTION

Your commercial document workspace

Client records, a reusable products-and-services catalogue, document preparation, templates and governed billing workflows within the active Quote360 entitlement.

Confirm your plan in PricingHub
CONNECTED NUMERISH WORKFLOWS

Add capabilities with active subscriptions

Extend customer management, project billing, inventory or accounting when the corresponding product is subscribed, active and configured.

Explore the right combination

Revenue360 & HRM

Connect CRM customer data and authorised account-manager assignments.

Project360 & Proposal360

Bring eligible approved project/time or proposal sources into billing through configured native connections and governed source checks.

Inventory360 & POS

Connect stock and checkout workflows through separately entitled, commissioned native integrations.

Accounting360 & eInvoice360

Use approved native connections for financial posting, applicable electronic-invoice profiles and verified acknowledgments.

Configured connections, clear boundaries.

Payment Hub, Notification360 and connected products require applicable platform setup. Native provider, country and production acceptance must be confirmed for your deployment. The current reviewed Quote360 candidate has not yet received independent production sign-off.

BUILD YOUR BUSINESS CASE

What could a connected workflow give back?

Estimate released staff capacity using your volumes and time assumptions. Add your quoted costs to model first-year ROI. The examples are illustrative, not measured customer outcomes.

Your operating assumptions

Currency is a label for your inputs. Changing it does not convert amounts or use an FX rate.

One-off document preparation

Exclude the recurring invoices entered below.

Recurring invoice preparation

Preparation only; include approval and review time in your after estimate.

Payment follow-up administration

A separate activity. Do not count preparation time a second time here.

Your quoted costs Optional

No Numerish price is assumed. Include relevant subscriptions, addons and ongoing costs.

Get the applicable PricingHub quote
Also model earlier collections

This estimates working capital released, not profit. It is excluded from the staff-capacity ROI.

YOUR MODELED ANNUAL OPPORTUNITY

Capacity, with the assumptions visible.

—staff hours released / year
Value of released capacity—
First-year costEnter costs
First-year modeled net benefitEnter costs
First-year modeled ROIEnter costs
Modeled paybackEnter costs

Preparing the illustrative estimate.

Optional working capital released—Separate balance-sheet timing estimate. Not added to the ROI benefit.

Time released represents capacity, not guaranteed cash savings. Results depend on your estimates, actual adoption and enabled workflows. No inputs are sent to Numerish by this calculator.

See the calculation method and exclusions

Annual hours released: sum of monthly activity count × (minutes before − minutes after), multiplied by 12 ÷ 60 and your adoption factor. A slower after scenario reduces the result; it is not hidden.

Capacity value: annual hours released × fully loaded hourly cost. First-year modeled net benefit: capacity value − annual ongoing costs − one-off implementation cost. ROI: net benefit ÷ total first-year cost × 100, only when both cost inputs are supplied and total cost is positive.

Payback: implementation cost ÷ monthly capacity value after ongoing costs. If ongoing cost is not covered, there is no modeled payback. It assumes consistent volumes and realisation throughout the year, without discounting, tax or seasonality.

Working capital: monthly credit sales × 12 ÷ 365 × assumed days collected earlier. This is a separate timing measure, not revenue growth, profit, a cash-saving guarantee or a regulatory statement.

Building a business case for several products? Open the existing portfolio tool. It uses its own assumptions and formulas.

BEFORE YOU SUBSCRIBE

Clear answers.
Better decisions.

Talk through your workflow
Can Quote360 support multiple locations and countries?

Yes. Branches represent locations within a company, while legal entities represent separate companies. Current permissions limit company and branch access. Enabled currencies and approved country profiles support local setup; fiscal rules, payment providers and e-invoicing connections need validation for each market.

Can I subscribe without buying the full ERP suite?

Quote360 can be adopted as a focused product and connected with ERP360 Core or other Numerish products as requirements grow. The applicable plan, seats, entity coverage and commercial terms are confirmed through PricingHub.

Does Quote360 include paid Inventory360 functionality?

A reusable Quote360 products-and-services catalogue does not grant stock management. Inventory quantities, warehouses, reservations and fulfilment require a separate active Inventory360 entitlement and configured native integration.

Can only some items on an invoice recur?

Yes. Recurring line settings can sit alongside one-off items. Applicable activation, approval and generation controls still apply. Whole-document recurring plans currently generate drafts; approved recurring line plans follow their governed issue and email workflow. Recurrence is not automatic payment authorisation.

Can I restrict one invoice to a particular gateway?

Yes. Choose a subset of currently enabled, eligible Payment Hub gateways for that document. Disabling a gateway in Payment Hub takes precedence. Partial payment and manual bank-payment review follow their applicable configured controls.

Can project time or an existing proposal become billable work?

Eligible Project360 time/work and Proposal360 sources can participate through their approved billing connections. Each source requires an active subscription, permissions, valid mappings and native acceptance. This is not unrestricted import from every addon.

Are production readiness and country compliance automatic?

No. The reviewed implementation is a release candidate. Native integrations, delivery, payment reconciliation, tax/fiscal profiles, security, recovery and release signing still require independent production acceptance. Confirm the enabled scope and deployment readiness with Numerish before transacting.

YOUR NEXT COMMERCIAL WORKFLOW

Give every document
a clear next step.

Explore Quote360 with your companies, clients, approval rules and billing model in mind.

Request a guided demo View PricingHub