Build a clean, numbered quote from your client list and line items. When the client says yes, turn the whole thing into an invoice with a single click — same items, same totals, zero re-typing.
Pick a client, list what you’re proposing, and send a tidy quote with its own number and an expiry date. Every quote keeps its status, so you always know which ones are still open.
Each quote gets a clean reference like QT-2026-001, generated automatically so numbering never clashes.
A “valid until” date prints on every quote, so the client knows how long the price holds.
Add descriptions, quantities and prices; subtotal, tax and total work themselves out.
One button copies the client, every line item and the totals into a brand-new invoice — auto-numbered, with a due date set. The quote is marked Converted so nothing gets billed twice.
Same items · Same client · Nothing re-typed
Draft, Sent, Accepted or Declined — every quote wears its status, so you know what’s still in play.
Pick an existing client or create a new one right inside the quote — it’s saved to your CRM instantly.
Download a clean, branded quote to email or print — ready to hand straight to the client.
Choose from your client list or add a new one inline — no leaving the quote.
List descriptions, quantities and prices; totals and tax calculate as you type.
Send the PDF; when it’s accepted, one click turns it into a ready-to-bill invoice.
Quotations isn’t a standalone estimating tool to sync. Because every app shares the same database, the client you quote is already in your CRM — and an accepted quote becomes an invoice in one click, with zero re-typing.
No connectors · No API glue · No syncing
An accepted quote becomes an invoice in one click — same items, same client, ready to send.
Quote to the same client records every app shares — or add a new client without leaving the quote.
Won the deal? Carry the quoted items straight into an order, with the same client and pricing.
Send your next quote in minutes — and turn it into an invoice the moment the client says yes.
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