Sales & Invoicing
Quotes, orders & invoices
Inventory
Track stock in real time
CRM Suite
Manage clients & leads
Menu Builder
Branded menus for your clients
Fulfillment
Delivery & shipping management
Accounting
Payments & financial tracking
Automations
Workflows that run your business
Budspot AI
AI employees for every role
Language
Every Sales Document.
One Platform.
Quotes, sales orders, purchase orders, intakes, and branded PDF invoices — built for the way cannabis wholesale actually works.
SO-1042 · Green Valley Dist.
SO-1041 · Pacific Leaf Co.
SO-1040 · Emerald Growers
SO-1039 · Sunstate Hemp Co.
This Month
$84,200
↑ 23% vs last month
Invoices Paid
98%
Last 30 days
End-to-end workflow
From quote to cash — in one system
Every document type in your sales cycle lives here. Click each stage to explore.
Step 1 of 6
Create a Quote
Create a Quote
Build detailed quotes with line items, pricing tiers, bulk discounts, and client-specific terms. Send for acceptance with one click.
- Custom line items & pricing
- Bulk pricing tiers
- Client-specific terms
- Digital acceptance
Built for cannabis commerce
Everything your sales team needs
Stop switching between tools. Budspot covers your entire revenue cycle.
Professional Invoices
Branded, itemized PDF invoices with your logo, payment terms, and compliance fields — generated in one click.
Quotes & Sales Orders
Create quotes, get digital acceptance, and auto-convert to sales orders with full fulfillment tracking.
Purchase Orders & Intakes
Issue POs to suppliers and receive inventory with detailed intake records linked to your stock.
Fulfillment Management
Stage-based delivery pipelines, transporter assignment, and real-time shipment tracking.
Revenue Reporting
Monthly summaries, margin analysis, and client-level revenue breakdowns ready for your accountant.
Export Anywhere
Export to CSV, PDF, or QuickBooks-compatible formats. Your data, your way, any time.
PDF Invoices
Branded invoices in one click
Generate professional PDF invoices directly from any sales order — complete with your logo, license number, product line items, tax breakdowns, and payment instructions. Send them to buyers in seconds with full email delivery tracking.
- License number & compliance fields auto-filled
- Branded with your logo and company info
- Email directly to buyers with read receipts
- Payment terms, due dates, and notes included
- Credit memos and refund management
- QuickBooks-compatible export formats
Audit-Ready
Cannabis-compliant by default
Built for cannabis compliance from day one
Every document includes the fields regulators require — license numbers, batch identifiers, product categories, and full transaction history. No extra work, always audit-ready.
Get started today
Ready to close faster?
Start your free trial and send your first invoice in under 5 minutes.
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