Quotations

Send professional price quotes to customers before work begins. Convert accepted quotes to invoices with one click.

Creating a Quotation

1. Go to Sales → Quotations and tap + New Quotation.
2. Select the Customer from the dropdown (or create a new one inline).
3. Set the Expiry Date — how long the quote is valid.
4. Add line items: tap + Add Line, choose a product or type a description, set quantity and price.
5. Apply a Discount per line or as a total percentage if needed.
6. Add Notes or Terms in the footer section.
7. Tap Save as Draft or Send to Customer to email the PDF directly.

Converting a Quote to an Invoice

1. Open the accepted quotation.
2. Tap Convert to Invoice (top right action button).
3. Review the invoice — adjust dates or quantities if needed.
4. Tap Confirm to create the invoice. The quotation status changes to Invoiced.

Quotation Statuses