Overview
Paid helps you track, understand, and optimize revenue with ease, now in Attio. Create professional quotes for your customers, clone existing templates to save time, and instantly convert approved quotes into active billing orders. Streamline your entire quote-to-cash workflow without switching platforms.
How it works
When a deal is active in Attio, sales teams can create and manage quotes directly from the deal record without leaving their CRM. With a single click on the Paid.ai widget, they can access the full quote builder, view quote history, and convert approved quotes into active orders that trigger billing.
The app provides a seamless quote-to-cash workflow embedded in Attio's interface. Sales reps can configure complex pricing models including one-time setup fees, recurring platform charges, and usage-based pricing for individual signals.
The integration eliminates context switching by keeping all quote data connected to deal records. Quotes display status badges (Draft, Sent, Converted) and support multiple versions, allowing teams to track the complete sales cycle. The clone feature lets reps quickly create similar quotes for recurring deal patterns.