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Invoices

Get paid faster with invoices that generate and deliver themselves. Gutenburg turns invoicing into a seamless, automated step in your workflow—creating accurate, professional invoices instantly from your CRM data. No more manual entry, delays, or inconsistencies. As soon as a deal is closed or a milestone is reached, invoices can be generated and sent automatically, keeping cash flow moving without extra effort. The result: faster billing cycles, fewer errors, and a polished customer experience that reinforces your brand at every touchpoint.

Step 1: Build a Template

Point. Click. Done. The Gutenburg editor is built for ease of use. It is end-user friendly and removes the headache from template building.

Screenshot of the Gutenburg template builder.

Step 2: Click a Button

One click and a PDF is created. No more copy-paste, no more leaving Salesforce. Gutenburg eliminates the manual effort from the equation.

Screenshot of a Salesforce record containing a Gutenburg button.

Step 3: Deliver Invoice

Send the quote via email. Gutenburg is compatible with Salesforce email templates, ensuring end-to-end branding.

Screenshot of the Salesforce email widget with a Gutenburg PDF attached.

Optional Enhancement:

Generate invoices the instant that an Opportunity record's stage is set to Closed Won. This eliminates all manual effort from generating an invoice and allows instant billing, accelerating the revenue cycle.

Screenshot of a Flow with the Gutenburg component embedded.

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