Quotations

Use quotations when you need customer approval before invoicing.

#Create a quotation

1. Open Quotations → Create.
2. Add customer, line items, and validity date. Add a discount per line or on the quotation total if needed.
3. Send by email, share a web link, or download PDF.

#Convert to invoice

When the customer accepts, convert the quotation to a VAT invoice in one click — line items carry over automatically.

Unlimited quotations are included on every plan.