Documents
Create a quote document, then convert it to a draft invoice. Duration price rules power quote preview on the order.
Payments can be partial: deposit and balance show on order finance. End customers can pay via Stripe Checkout (separate from SaaS subscription billing).
A document share opens the client portal at /p/[token]: totals, lines, PDF — no login to your workspace. You control link expiry.
Suppliers get a minimal portal at /s/[token] with catalog and upcoming bookings for cross-rental.
Close the loop: document → share → payment/confirm → project/warehouse so sales stays ahead of logistics.