# Send quotations and proposals

> Send a proposal, then convert it to an invoice in one click.

Canonical page: https://aozo.in/docs/accounting/quotations
Last updated: 2026-11-12
Product: AOZO Accounting
Section: Guides

A quotation is an offer. It is not a demand for payment, and the customer can accept, negotiate or walk away.

1. **Open Quotations and Proposals** In Billing choose the Quotations and Proposals tab.
2. **Create a quotation** Add the customer and the items you are offering, with prices.
3. **Send it** Share the quotation with the customer.
4. **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 |