QUOTATION SOFTWARE
Turn a quotation into a tracked commercial record.
Create branded quotations or tax quotations from a customer record, set validity dates, provide a secure customer approval link, verify the PDF by QR code and convert the quote into an invoice when the deal moves forward.
Quote once. Reuse the state.
- Persistent quotation number and customer history
- Line items from a reusable product/service catalog
- Workspace default or per-document currency
- Optional stamp and QR verification
- Approval or rejection link on eligible plans
- Expiring-quotation follow-up in Receivables
- Quote → invoice conversion with linked source record
WHY THE WORKFLOW MATTERS
The customer decision should not disappear when billing starts.
A converted invoice receives its own invoice number but preserves the customer and commercial line items. The quote remains part of the history rather than being overwritten.
Create a workspace