Send quotations and proposals
Send a proposal, then convert it to an invoice in one click.
A quotation is an offer. It is not a demand for payment, and the customer can accept, negotiate or walk away.
Open Quotations and Proposals
In Billing choose the Quotations and Proposals tab.
Create a quotation
Add the customer and the items you are offering, with prices.
Send it
Share the quotation with the customer.
Convert it
When they accept, convert the quotation into an invoice. If the customer needs something to arrange payment first, convert it into a pro-forma invoice instead.
| Document | Use it for |
|---|---|
| Quotation | An offer before the sale |
| Pro-forma invoice | A preview of the final bill, for example for a purchase order |
| Tax invoice | The real document that records the sale and carries the GST details |