Quotations
How to create and send a quotation
Build a non-binding estimate for a customer and track it through to a decision.
Before you start
A quotation is a non-binding price estimate you send a customer before doing the work — no commitment on either side until they say yes.
Building one
From Quotations, click New quotation. Pick a customer, add line items the same way you would on an invoice, and optionally set a "Valid until" date. It saves as a Draft, fully editable — change anything, or delete it outright, for as long as it stays in that state. The PDF it produces looks just like an invoice — amount in words in your own currency, the customer's tax ID if they have one on file, and classification codes if you use those — all in whatever terms your Settings are configured with, GST/GSTIN or VAT/TRN alike.
Quoting a long list of items? ✨ AI Fill can turn a customer's request into ready-to-review line items — see AI Fill: turn an order or bill into line items automatically.
Sending it
Once it's ready, mark it Sent. From there, record what the customer decided: Accepted or Declined. See Quotation status explained for what each of those stages actually means.
Turning a yes into an invoice
Once a quotation is Accepted, Convert to Invoice turns it into a draft invoice with the exact same line items and totals — no re-typing. Full details in How to convert a quotation into an invoice.