AI Outreach & Lead Qualification Engine
You have a target list and no consistent way to work it. Leads sit unscored, outreach is inconsistent, and nobody can tell you which ones are actually worth a call.
$3,000setup, once
$1,200per month
Quote-to-Invoice Automation
Quotes go out by hand, invoices go out late, and chasing payment is an afterthought.
$2,000 setup, then $600 a month. Fixed price, US dollars. Live in 10 business days from a signed scope and the deposit.
Free audit, no accounts, we change nothing.
Or ask a person: aimarketing@gonzo.co.in +91 7390990227 WhatsApp
Quote-to-Invoice Automation is one of Gonzo Digital's nine fixed-price systems. It costs $2,000 to set up and $600 a month, in US dollars, and goes live 10 business days after a signed scope and the deposit. It is for B2B service businesses billing more than ~20 invoices a month by hand. Anything it sends on its own says it is from an AI.
What you get
- Quote generation from a standard input form, sent within minutes
- Automatic invoice on acceptance, no manual re-entry
- Staged payment reminders that stop the moment payment lands
- Monthly aging report: who owes what, and for how long
Who it is for
B2B service businesses billing more than ~20 invoices a month by hand.
How it behaves
- Anything this system sends to a person on its own says it is an AI. There is no setting to turn that off.
- Fixed scope. The deliverables above are the scope, and the price does not move with the hours.
What this page does not show
Client results. This page describes what the system can do, not what it has done for someone. We will publish a result only when a real client has earned it and agreed to be named.
More detail
How it runs
- Builds the quote from your standard form, inside the price limits you set.
- Issues the invoice on acceptance, with a payment link.
- Reminds on a schedule and stops the moment payment lands. A monthly aging report shows who owes what.
What it covers, step by step
| Step | What the system does |
|---|---|
| Quote | Builds it from your standard input form, inside price limits you set, and sends it within minutes |
| Invoice | Issues it automatically when the quote is accepted, with no re-entry |
| Payment link | Attaches one, for money coming in |
| Reminders | Staged, and they stop the moment payment lands |
| Reconciliation | Matches a payment to its invoice. A payment that does not match, for example by forty dollars, is not closed automatically and goes to a person |
| Aging | A monthly report of who owes what, and for how long |
Where it connects
Each row says what exists today and what has to be true before it runs for you. "Tested in the sandbox" means tested against simulated services.
| Connection | Status today | What going live needs |
|---|---|---|
| Intake form (web or email) | Built, tested in the sandbox. | Your standard input form, agreed when scope is signed. |
| Stripe payment links | Built for money in only. Never run live. The payment port handles whole US dollars only today. | Stripe live keys and a webhook receiver. |
| Built, tested in the sandbox. | Quotes, invoices and reminders leave from your mailbox or domain. That needs sending access over SMTP or Microsoft Graph, which is not configured on our side yet. | |
| Your accounting package | Not connected today. Invoices live in the system's own book. | Whether it mirrors into your package is checked per package before you sign. |
| Your limits | Built. Amounts above a cap, a discount past the floor or terms past the ceiling are held for a person. | Your own limit values. The code ships none. |
| Durable storage for the invoice book | The book is held in memory in the sandbox. | A database. Until then a restart would lose numbering state, so it is part of going live. |
What this does not do
- It cannot move money out. Refunds, credit notes, write-offs, payouts, transfers, chargeback replies and signing a contract are not functions it has. Such a request is written down and passed to a person.
- It negotiates only inside the limits you set. Above them it sends a holding line and asks you.
- A dispute or a cancellation stops the monthly invoices only when a named person says so.
- One quote becomes one invoice, and one period one invoice. A duplicate acceptance is built not to make a second. That is tested inside one process, not proven across restarts.
- It sends no WhatsApp. Outside the 24-hour window that would need a template.
- It gives no tax advice. How GST, VAT or sales tax applies to your invoices is a question for your accountant. The code has not had a chartered accountant's review of the GST treatment.
What it leaves to your accountant
- Bookkeeping. It is not accounting software. Invoices live in the system's own book today, and mirroring into your accounting package is checked per package before you sign.
- Tax. The system does not decide how GST, VAT or sales tax applies to your invoices. The code has not had an accountant's review of GST treatment.
- Filing, payroll, year-end. None of it.
When your current tools are enough
If your accounting package already sends invoices and reminders, and your quotes come from a template you fill in within two minutes, you do not need this. It is for the business that sends more than about twenty invoices a month by hand and finds that late cash is a habit, not an accident.
Looking for the old billing and invoicing page? This is now the one page for the product. The old address redirects here.
Doubts people raise about this one
Can it refund, discount or pay out money on its own?
It cannot move money out. Refunds, credit notes, write-offs, payouts, transfers and chargeback replies are not functions it has. It writes the request down and passes it to a person.
It can quote, invoice and send payment links where money comes in. On price questions it answers from the price list and negotiates only inside limits you set; above them it sends a holding line and asks you.
Do I pay tax, GST or VAT on top?
Not on file for USD invoices, so we will not guess. A person will confirm how tax is treated on an invoice to your country.
The one thing that is on file: the India price list is shown excluding GST.
What if I want a refund, or want to cancel?
Refund, cancellation, notice-period and minimum-term terms are not on file, so we will not invent them here. A person will give them to you in writing before you sign.
One thing we can say: the automated systems never decide or send a refund. A refund, chargeback or credit-note request is written down and passed to a person.
What does it connect to?
What exists today, by product. Everything below has been built and tested against simulated services only; nothing has run live for a client.
- Lead Response Engine: the official WhatsApp Business API and email are built. The web form and web chat adapters are not built yet. Your CRM: it writes to our own CRM log, and whether it mirrors into yours is checked per CRM.
- AI Receptionist: web chat and a calendar adapter (Google or Microsoft) are built against a sandbox calendar. The phone line and voice gateway are not built. Confirmations go by email.
- Client Onboarding Pipeline: an e-signature webhook, an intake form, email, WhatsApp (when a template is supplied) and a calendar are built in the sandbox. The calendar tools have never run live, and the store for onboarding state is not built.
- Dormant List Revival: email and the official WhatsApp Business API are built in the sandbox. It needs a separate sending domain and a persisted consent store.
- AI Outreach & Lead Qualification Engine: email and official WhatsApp (opted-in contacts only) are built in the sandbox. Apollo enrichment has never run live.
- Quote-to-Invoice Automation: an intake form, email and Stripe payment links (money in only) are built. Stripe has never been run live. Your accounting package is not connected: invoices live in the system's own book.
- E-commerce Support Assistant: an adapter for your storefront is written per platform. Email, WhatsApp and web chat are built in the sandbox.
- Connected Operations Layer: four Microsoft 365 read tools and two Google Drive read tools are built. Gmail or Outlook, Google Calendar, HubSpot and WhatsApp go through an integration router that has never run live, and most write connectors are not built.
Your exact version of a tool, a self-hosted system or a niche CRM is not on file. A person will check it before you sign.
What if it gets something wrong?
It will sometimes get things wrong. It is not error-free, and we will not say it is.
What happens next: a failed action is retried, then set aside in a queue where you can see it, rather than dropped quietly. A question outside its data or policy is passed to a person instead of guessed at. Each action is written to a tamper-evident log, so you can see what it did and when.
What do I need to provide to get started?
It depends on the product, and the build names what it reads:
- AI Receptionist and Lead Response Engine: your knowledge base and business hours.
- Dormant List Revival: your customer list, with consent records for who may be contacted.
- E-commerce Support Assistant: your order data, your return policy and your product data.
- Connected Operations Layer: you connect each account through its own sign-in, and can revoke it.
The exact checklist for your system is agreed when scope is signed. The full list is not on file, so a person will give it to you.
Related
- Weighing the alternatives: Build it yourself with Zapier, Make or n8n, or buy it done, covering stitching quotes and invoices together yourself in a workflow tool.
- Client Onboarding Pipeline: what starts when the quote is accepted and the contract is signed.
- Managed Automation & Infrastructure Retainer: keeps the billing system monitored.
- Prices in rupees are on the India price page. Your own numbers go in the calculator.
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Start with the free audit.
Send one web address. In about five business days you get a short written report. If a system fits, a fixed-price scope follows.
Free audit, no accounts, we change nothing.
Or ask a person: aimarketing@gonzo.co.in +91 7390990227 WhatsApp