Mobile-first invoice and payment system for small businesses

Broadly already offered a payment feature that enabled businesses to create and send invoices directly to customers easily. Still, we discovered that offering businesses a convenient way to text quotes to prospective customers and convert those quotes to invoices was a critical first step in a complete mobile-first payment experience. Our primary objectives were to track all quotes in one place, reduce miscommunication between businesses and their customers, and make approving services and the cost of goods a convenient, one-click process.