Revenue
Proposal, Invoice & Payments
Madey CRM connects proposal, invoice, and payment flows in one lifecycle so teams can move from opportunity to collection faster and with better visibility.
4+
Gateway Architectures
2x
Faster Collections
100%
Document Visibility
Feature Coverage
- Proposal and invoice creation with itemized pricing
- Public hash-based secure view links for customers
- Payment links and checkout-ready customer flow
- Payment ledger updates with receipt visibility
- Gateway event sync through controlled webhooks
- Status tracking from quote to collection
How It Works
Business Benefits
Faster Revenue Closure
Reduce delays by connecting documents and payment actions in one system.
Cleaner Client Experience
Share secure links for proposal and invoice viewing without back-and-forth friction.
Quick Payment Follow-through
Payment links and gateway flows help clients complete transactions faster.
Status Reconciliation
Webhook-backed updates improve reliability of payment status synchronization.
Included in This Feature
Quick FAQ
Does Madey CRM support public proposal and invoice viewing?
Yes. Customers can view proposals and invoices through secure public hash-based links.
Which gateways can be configured?
Razorpay, Stripe, Cashfree, PayU, and PayPal-ready architecture are supported.
Customer Perspective
Ritu Chawla · Finance Ops, NexTrip
“The proposal-to-payment journey became much smoother once we started sharing public links from Madey CRM.”
Implementation Deliverables
- Proposal and invoice setup
- Public link sharing workflow
- Gateway configuration support
- Payment reconciliation visibility