Quotations & Estimates in billing software
Quotation software creates priced proposals for a customer, tracks whether each quote is sent, viewed, accepted or expired, and converts an accepted quote into an invoice without retyping. It keeps prices consistent between what you quoted and what you bill.
What you can do with quotations & estimates
- Branded quotation PDFs
- Validity dates and follow-ups
- Accepted / declined status
- One-click conversion to invoice
- Revisions with version history
- Proforma invoices for advance payments
Quotations & Estimates: FAQ
Can a quotation become an invoice?
Yes. Convert an accepted quotation into an invoice with one click; nothing is retyped.
Can I see if a quote was accepted?
Each quotation shows its status: draft, sent, accepted, declined or expired.
Can I send a proforma invoice?
Yes. Issue a proforma invoice to request an advance before the final tax invoice.