request_quote Quotes & estimates

Quote today, invoice the moment it is accepted

Build a branded quote from your item list, send it as a PDF or a share link, and convert the accepted version into an invoice without retyping a line.

1 click

Quote to invoice

Link or PDF

Tracked

Win rate

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Overview What you get FAQ Related

request_quote Overview

Quotes that go quiet

A quote is only useful if you can find it, follow it up and convert it cleanly.

check_circleQuotes rebuilt from scratch as invoices, with a typo each time
check_circleNo record of what was quoted at what price
check_circleExpired quotes still being honoured months later
check_circleNo idea what proportion of quotes you actually win

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edit_document

Build it once

Pull items, prices, tax rates and terms from your catalogue, add a discount and send it out under your branding.

check_circleReusable items and price lists
check_circleLine or document discounts
check_circleExpiry date per quote
check_circleYour logo, colours and terms

send

Send it the way the customer wants

Email the PDF, or share a link the customer can open without an account.

check_circleBranded PDF attachment
check_circlePublic share link
check_circleWhatsApp send
check_circleMerge fields in the email body

swap_horiz

Convert without rework

Accepted quotes become invoices carrying the same lines, tax, currency and project coding - and the link stays visible on both.

check_circleOne-click conversion to invoice
check_circleConversion can be reverted
check_circleQuote status: draft, sent, accepted, declined
check_circlePrevents double conversion

help_outline FAQ

Questions, answered

Can a quote expire automatically?

Yes. Set an expiry date and the quote is flagged once it passes.

Does the invoice keep the quoted prices?

Yes. Conversion copies the quoted lines, prices, discounts and tax exactly.

Can I quote in another currency?

Yes, with the exchange rate captured on the quote date.

Can I see my win rate?

Yes. Quote reporting shows sent, accepted, declined and converted values by period.