Cashflow Accounting System
Comprehensive cashflow management system for tracking revenue, expenses, invoices, and cash positions with real-time financial insights.
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Blueprints / Finance
Quotes & Contracts
Quote and contract workspace for creating proposals, managing approvals, capturing digital signatures, and sharing pricing-rich documents through a client portal.
5 tables · 75 fields · 1 relationship
Database Schema
These are the tables this blueprint creates in your workspace, with their fields and the links between them.
Quotes19 fields
- Quote NumberText
- StatusChoice
- Valid UntilDate
- Proposal ContentRich text
- Line ItemsLine items
- CurrencyChoice
+ 13 more fields
Invoices21 fields
- Invoice NumberText
- StatusChoice
- Issue DateDate
- Due DateDate
- Line ItemsLine items
- CurrencyChoice
+ 15 more fields
Linked toPayments
Payments8 fields
- AmountAmount
- CurrencyChoice
- Payment DateDate
- Payment MethodChoice
- StatusChoice
- Reference / Transaction IDText
+ 2 more fields
Linked toInvoices
Retainers20 fields
- Retainer NumberText
- TypeChoice
- StatusChoice
- Hours PurchasedNumber
- Hours RemainingNumber
- Hours UsedNumber
+ 14 more fields
Products & Services7 fields
- PriceAmount
- DescriptionLong text
- SKU / CodeText
- CategoryChoice
- Unit of MeasureChoice
- TaxableYes / No
+ 1 more field
How It Works
Step 1
Open Blueprints in Nixa
Go to Settings → Blueprints and find Quotes & Contracts under Blueprints by Nixa.
Step 2
Review the changes
Nixa shows every table and relationship before anything is created, and asks you to choose when an item already exists in another form.
Step 3
Apply it
Once you approve, Nixa creates the tables, and your workspace records Quotes & Contracts and its version as its starting point.
Step 4
Make it yours
Add fields, views, dashboards and plugins. When your setup is ready, generate your own blueprint to reuse it.
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See a blueprint applied to your own process
Book a demo and we will walk through the blueprint closest to your business. Already on Nixa? Workspace administrators find every blueprint under Settings → Blueprints.