finance-backoffice · agent
Billtray
15 h/mo saved
connected$3,900One-time
Included in Growth · $990/mo
finance-backoffice · tool
Bidline
A quote the customer can sign that matches what you will later invoice
new
8 h/mo
Saved
40 min
Setup
7
Systems touched
10
Credits per run
$490
Perpetual single-workspace license · Band 1 · Utility
Or included in Starter at $290/mo, along with everything else that tier carries.
- Deployment
- hosted
- Setup
- 40 min
- Hours saved / month
- 8
- Included from
- Starter
- Credits per run
- 10
03 — Proof
What is measured, and what is not.
The hours and the setup time are catalog math at a stated volume. Production telemetry is not published yet, and nothing here pretends otherwise.
Catalog math
20 quotes/month × 25 min to pull pricing, format the PDF, and re-type accepted terms
Run telemetry
04 — What it does / 3 outputs
Builds branded quotes from a price list and writes accepted terms into the books.
- Customer-facing quote (PDF or link)
- accept log
- draft invoice or CRM line items
05 — One run
What one run takes in, and what it puts back.
No sandbox on this page yet. This is the real input and output contract from the record, not a demo recording.
In
- Price list
- customer record
- discount rules
- quote template
- validity window
Out
- Customer-facing quote (PDF or link)
- accept log
- draft invoice or CRM line items
06 — How it works / 40 min setup
Three steps, then it is furniture.
01
Connect QuickBooks Online and Xero
Scoped authorisation, revocable from your IdP or the dashboard.
02
Point it at the work
Price list, customer record.
03
It runs
Customer-facing quote (PDF or link) — on a trigger or a schedule, 40 minutes after you start.
07 — Features / 7 listed
What is actually in the box.
- Price list with SKU, unit, default tax code, and a discount ceiling per role
- Template with your logo, legal terms, and optional expiry
- Send as PDF or a hosted accept-link; records viewed/accepted timestamps
- On accept: draft invoice in QuickBooks or Xero, or line items onto a HubSpot deal
- Quote number distinct from invoice number; no silent reuse
- Revision history so “v3” is what the customer signed, not an email chain
- Blocks accept after expiry unless a named owner extends it
08 — Data
Does it fit your stack and your data?
| Input | Output |
|---|---|
| Price list | Customer-facing quote (PDF or link) |
| customer record | accept log |
| discount rules | draft invoice or CRM line items |
| quote template | |
| validity window |
09 — Integrations / 7 systems
It touches these, and nothing else.
10 — The money
Your hours, your hourly cost.
Two numbers: the hours this product removes at the catalog's stated volume, and the cost of an hour, which only you know.
8
You type this one. We do not know what an hour costs you.
Recovered per month
$400
8 h × $50 an hour, before the credits a run spends.
Where the hours come from: 20 quotes/month × 25 min to pull pricing, format the PDF, and re-type accepted terms.
11 — Pricing
Buy it outright, or get it with a plan.
One-time
$490
- Perpetual single-workspace license to this product’s logic, UI and connectors. Runs still spend credits.
- Returns $196 as non-expiring credits at your tier’s rate.
- Twelve months of updates and connector maintenance included.
Per run
10 credits
$0.20 a run at the Starter rate of $0.0200 per credit, less on every tier above it.
Credit class: light
Every run carries a published hard ceiling. A run that hits it stops and re-quotes instead of billing on.
12 — Security
Runs on nox.markets.
You type or upload into our app. Data lands in our region, is processed there, and the results stay in our app until you export them or a connected write-back exists.
Run payloads are kept for your workspace retention window — 30 days by default on Starter and Growth, 90 on Scale and Enterprise, with zero retention available on Enterprise.
13 — Customers
Someone like you, running this.
14 — Detail
The long version, including what it will not do.
Quotes die in two places: the PDF that does not match the price list, and the won deal that nobody turns into an invoice with the same SKUs and terms. Bidline is a hosted quote builder. Sales (or ops) picks customer, SKUs, discount within a ceiling, and validity date. Bidline renders your template, sends the link or PDF, and on accept writes a draft invoice skeleton to QuickBooks/Xero or a deal update to HubSpot — same SKUs, same tax treatment, same payment terms.
It is a one-time license because the job is a tool, not a monthly service. You still own follow-up; this is not a CPQ for 400 SKUs and three approval layers. If PandaDoc plus HubSpot already round-trips into the GL, you do not need it. Buy it when quotes are Google Docs and the invoice is re-typed from memory.
15 — Questions / 5 answered
Before you buy.
What does it need from me before it can run?
Price list; customer record; discount rules; quote template; validity window. Nothing else is collected for a run.
How long does setup take?
40 minutes. Runs on nox.markets. You authorise QuickBooks Online, Xero, HubSpot, Salesforce, Stripe, Gmail, Google Drive once.
What does it cost to own?
$490 once — band 1, Utility. Runs still spend credits. It is also included in the Starter plan at $290/mo — buying it outright is the way to keep it after a plan ends.
What does it hand back?
Customer-facing quote (PDF or link); accept log; draft invoice or CRM line items.
Where does the hours-saved number come from?
20 quotes/month × 25 min to pull pricing, format the PDF, and re-type accepted terms
16 — Related / 4 products
More on the Finance & Back-Office shelf.
17 — Collections / 0 shelves
Where it sits on a shelf.
No curated shelf lists this product yet.
Bidline runs 8 hours of this a month.
Or keep looking: Finance & Back-Office · Products for this team · The whole catalog
$490Included in Starter · $290/mo