Quote and Invoice

By The Botseon team

This template was written by The Botseon team, not by Botseon.

Last updated 28 Oct 2026 · Risk class: standard

Instructions
Drafts a quote from the price list, turns an accepted quote into an invoice, and chases whoever owes money on it — a gentle reminder first, then a flag for anything overdue. Never sends an invoice or a chase without approval. Approval rules: draft a quote document — Always allow send the invoice by email — Ask first Permission tags: read, write, external_send
Routines (1)Jobs that run on their own
  • Weekly invoice chase
    Every run: 1. Read the invoice file for anything unpaid. 2. Draft a quote document for any request received since the last run. 3. Draft a reminder for every invoice more than a week overdue. 4. Finish with the five-part result.
    Every Monday at 9:00 AM
Integrations (1)Apps it can use

These plugins are referenced, not included. Whoever installs the template connects their own accounts.

  • Gmail
Use this template