Quote to Invoice
Quotation Software
Send professional quotations and turn approved ones into GST invoices instantly
1-Click Quote to Invoice
What it does
Inside Quotation Software
Create branded quotes and convert accepted ones to invoices in a click.
Branded quotation templatesAdd your logo, terms, bank details, and signature to every quote.
Items, HSN, and GSTPick from your item master and have rates, HSN or SAC codes, and taxes filled in.
Discounts and termsApply line-level or overall discounts and set validity, delivery, and payment terms.
Share by email or WhatsAppSend the quote as a PDF or a link the customer can open and accept.
Convert to sales order or invoiceOne click turns an accepted quote into a GST invoice with the same lines.
Quote status trackingTrack draft, sent, accepted, declined, and expired quotes with reminders for open ones.
How it works
Quotation Software in 3 steps
01
Create QuoteChoose the customer, add items, and apply discounts and terms using your branded template.02
Send & TrackShare by email or WhatsApp and see when the quote is viewed, accepted, or expires.03
ConvertTurn the accepted quote into an invoice in one click, keeping every line and tax detail.Why teams switch
What changes on day one.
- Quotes go out in minutes with consistent branding and correct tax.
- Customers can accept online, so approvals do not wait on email chains.
- An accepted quote becomes an invoice without retyping a single line.
- You can see which quotes are pending, accepted, or expired at a glance.
- Discounts, terms, and validity dates are standardised across the team.
- Follow-ups are prompted instead of depending on someone remembering.
Questions
Quotation Software: FAQs
Yes. Convert an accepted quote to a sales order or GST invoice in one click and all line items, discounts, and taxes carry across.
Yes. Share a quotation as a PDF or a link by WhatsApp or email directly from the app.
Yes. Our free quotation maker lets you create and download a quotation without signing up.
Yes. Add your logo, colours, terms and conditions, bank details, and signature to the quotation template.
Yes. Set a validity date, and expired quotes are marked so you can revise or follow up.
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See Quotation Software on your own data.
A 30-minute demo built around your team, branches and compliance rules.