> ## Documentation Index
> Fetch the complete documentation index at: https://docs.horizonmanaged.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quotes, billing & contracts

> Quoting with online e-sign approval, invoicing and AR, a full contract signing flow, purchase orders with Pax8 procurement, and the product catalog land in NEXOS CORE.

Mid-week ship, extending the [v1.14.x platform](/changelog/2026-07-01). Four new
product areas cover the deal-to-cash path: quote, sign, provision, and bill.

## New features

### Quotes & invoices

Build sectioned, versioned price quotes with discounts, tax, validity dates, and
optional or quantity-adjustable line items — then send them for **online client
approval with a captured e-signature** (name, title, IP, timestamp, full audit
trail). Convert an approved quote to an invoice in one click; only accepted
lines and client-selected quantities carry over. Record payments (check, ACH,
wire, credit card, cash), issue credit memos, and review outstanding balances by
age bucket on the AR aging report. Nexie can also draft a quote from a pasted
sales-call transcript. See [Quotes & invoices](/billing).

### Contracts & e-sign

Turn a client agreement into a fully executed document package. From one
contract record NEXOS CORE auto-generates the **Service Order**, **MSA**, and
**Contract Summary** from your DOCX templates, walks the client through an
ordered signing flow (with an optional ACH authorization step), stamps each
signature into the document, and assembles a printable **Executed Contract
Package**. Completing the final signature flips the contract to **Active**,
promotes the company from prospect to customer, and applies escalation and SLA
policies. See [Contracts & e-sign](/legal/contracts).

### Purchase orders & procurement

Route purchases through an approval workflow — auto-approve small POs under a
configured dollar threshold, gate the rest on a permissioned approver with
optional signature capture, and push approved POs to QuickBooks. For distributor
SaaS, dispatch an approved PO to **Pax8** to provision the subscription and
activate the linked contract line. Failed dispatches open a **remediation**
queue with Retry (as-is or edit-and-retry) and Abandon, plus a per-PO audit
timeline. See [Purchase orders & procurement](/po).

### Product catalog

The master list of everything you sell — services, hardware, and managed
offerings — with monthly/yearly/unit pricing, automatic margin, **MRR / ORR /
NRR / product-sales** revenue classification, SKU, MPN, QuickBooks account
mappings, and product images. Attach legal documents (MSA, SLA, DPA, BAA) that
must be signed when an item is sold. Nexie can auto-fill description, category,
revenue type, billing type, and cost/price from just a product name. See
[Product catalog](/product).

## Updates

* The **Distributor catalog (Pax8)** now lives under the Quotes, billing &
  contracts group alongside the new product catalog. See [Distributor
  catalog](/distributors/catalog).

## Known limitations

* **Contracts** — there's **no automatic email** on send yet. Sending generates
  the secure signing link; share it with the client manually from the contract's
  detail page. The Executed Contract Package is HTML you print to PDF, not a
  pre-rendered PDF.
* **Procurement** — approving a PO does **not** auto-provision; dispatch is a
  deliberate action from the procurement queue. Distributor provisioning is
  **Pax8-only** today — other distributors return a "not provisionable" result.
  Procurement also requires the platform encryption key to be configured.
* **Quotes** — the transcript-to-quote drafter and product-catalog AI
  auto-classification both require a tenant Claude API key (Settings →
  Integrations).

Earlier [known limitations from v1.14.x](/changelog/2026-07-01#known-limitations)
and the [week of June 29](/changelog/2026-07-02#known-limitations) remain
unchanged.