The reality of an entrepreneur in Quebec: you get a request, you prepare a quote (or a bid, depending on your industry), you send it to the client, you wait for their answer, you prepare the contract, you do the work or the service, then you invoice. At each step, if you use different tools, you retype the same information: client name, project details, amounts, taxes. Each transcription is a chance for error.
The continuous quote-contract-invoice flow
In toncrm.io, everything is one continuous flow. You create a quote with all the line items (items, quantities, unit prices). The GST and QST are calculated automatically. The client receives the quote by email and can approve it online. Once approved, one click turns the quote into a contract with an electronic signature. Another click turns the signed contract into an invoice. The information travels from one step to the next with no re-entry at all.
Quote templates by service type
Every industry has its own quote templates. A construction contractor needs lines for materials, labour, and subcontracting. A consultant needs lines for fees and reimbursable expenses. toncrm.io offers customizable templates by service type. You build your template once, and every new quote is pre-filled with the right categories.
Numbering and archiving
Quotes and invoices are numbered automatically according to the format you define (e.g., QT-2026-001, INV-2026-001). Archiving is automatic and compliant with Revenu Québec's requirements: a minimum of 6 years of retention. Everything is accessible, filterable, and exportable to PDF or CSV.
Real-time tracking
You know exactly where each quote stands: sent, viewed, approved, declined, expired. Quotes that go unanswered trigger automatic reminders through your workflows. You can also see your quotes' conversion rate (how many are accepted vs declined) and spot the patterns: which project types convert best, at what amounts, and so on.
Margins and profitability
For each quote, toncrm.io calculates your gross margin if you enter your costs. You know before you even send the quote whether the project is profitable. It's a decision tool, not just an invoicing tool. You can also analyze profitability by project type, by client, or by period.
Collaborative quotes
If you work as a team, several people can contribute to the same quote. Changes are tracked and internal approval can be required before sending to the client. This is especially useful for complex bids that involve several departments.
Currencies and clients outside Quebec
If you have clients in Ontario, British Columbia, or elsewhere in Canada, toncrm.io automatically adjusts taxes based on the client's province (HST in Ontario, GST in Alberta, etc.). You can also create quotes in US dollars for clients in the United States.
toncrm.io's quote-contract-invoice flow eliminates double entry, reduces errors, and speeds up your sales cycle. It's available in every plan, starting at $79/month. Try it with the 14-day free trial.
