Create Professional Quotations Effortlessly
Quickly generate quotations by adding a subject line, choosing the currency, and setting an expiration date. Keep everything organized with folders for better management and a streamlined workflow.
Quotation Preview with Comprehensive Insights
Easily view detailed information about your quotations, including who created it, its current status, associated folders, and a description. Track activities related to the quotation, ensuring transparency and keeping everything well organized.
Real-Time Quotation Status Updates
Easily manage your quotations by updating their status in real-time. Set them as draft, sent, accepted, rejected, or closed, ensuring that you're always up-to-date on the progress of your deals.
Automate Quotation Follow-Ups with Reminders
Never miss a follow-up! The quotation reminder feature automatically sends reminder emails to your clients, ensuring they stay informed and helping you close deals faster.
Add Important Details with Quotation Notes
Effortlessly Convert Quotations to Invoices
Turn approved quotations into invoices with just a single click. Save time by automating this process and ensure seamless transitions from quotes to invoices, keeping your workflow efficient.
Easily Share Quotations with a Public URL
Generate a public URL for your quotation with a simple click and share it with your clients or anyone else. This convenient feature allows others to view the quotation online without needing to log in.
Download or Print Quotation for Easy Sharing
Download or print your quotation in just one click, making it easy to share with clients for approval or record-keeping. Keep everything organized and professional with this simple functionality.
