From quotation to paid invoice
Create a clear quotation from shared price lists or your own items, organise them into groups, set prices and discounts, send it directly from the portal and follow its progress.
Adapt numbering series, permissions, internal approval and business states to your company. Customers receive the quotation by email and can also view and confirm it securely online. With Invoicing and Invoice Register, you can also track billing coverage and payments.
Quotations from price lists
Use items from shared price lists or enter your own. Arrange them into named groups with clear subtotals to keep the quotation easy to follow.
Prices, discounts and VAT
Apply discounts to individual items or in bulk. Price display follows the issuer’s VAT status and your chosen discount presentation.
Numbering and appearance
Use your own numbering series to keep different types of quotations separate. Easily tailor their validity, default text and appearance to your needs.
Permissions and approval
Decide who can prepare quotations and who approves them. Set permissions for individual users or groups, or limit access to specific numbering series.
Email delivery
Send a quotation directly from its detail page with a PDF attachment. Edit the message and check the actual delivery result in its history.
Online customer acceptance
Customers can securely review a quotation and confirm it online when they agree. You can see their confirmation immediately on the quotation.
Business states and history
Adapt business states to your process. Revisions, change history and the audit trail show who worked on the quotation and what changed.
Invoicing integration
Turn an approved quotation into an invoice in just a few clicks. Invoice a summary or individual items, attach a detailed breakdown and keep track of what has already been invoiced.
Payment overview
Connect Invoicing and Invoice Register to see what the customer has paid and what is still outstanding. Once fully invoiced and paid, the quotation is automatically marked as paid.
Less retyping. A clear next step.
From preparation to acceptance
Prepare the quotation, obtain internal approval and send it to the customer. Their online acceptance appears on the same document, without searching an email conversation.
Stay in control after sending
The work does not end when you send a quotation. Custom workflow states help you follow its progress. And if you use Invoicing, you can easily turn an accepted quotation into an invoice without entering the items again.
Keep track of what follows
Connect Invoice Register to keep track of payments too. Linked applications exchange information automatically, so you know what has been invoiced, what has been paid and what still needs attention.
Standalone quotations, optional integrations
Quotations works independently. Creating an invoice from a quotation requires Invoicing; payment overviews also require Invoice Register. These applications are not included in Quotations and can be selected to suit your company.
Prepare your next quotation in one place
Try the portal for free or configure a solution for your business.