Can I send quotations via WhatsApp and email?

Yes. Available sharing options include email, SMS, WhatsApp, and web links. Check the options available to your account.

Are quotations automatically converted to invoices?

No. When a customer accepts, you can review the quotation and create an invoice from it.

Absolutely. You can customize quotation templates with your business logo, colors, and preferred layout to maintain brand consistency.

You can set a validity period so customers know how long the quoted prices and terms apply.

You can review quotation statuses in your account to see how customers have responded.

Yes, you can apply percentage or fixed discounts to individual items or the entire quotation before sending it to your customer.

Payment options depend on the provider and workflow configured for your account. Check whether a link can be included with your quotation.

If your account provides view information for shared web links, review it from the quotation details.

Present itemized prices and terms clearly, then keep the quotation status easy to review.

Multi-Channel Sharing
Share quotes by email, SMS, WhatsApp, or web link using the options available to your account.
Follow quotation status
Review quotation status as customers respond and follow up when you need more information.
Convert to invoice
Create an invoice from an accepted quote while keeping its line items, prices, and terms together.
Customizable Templates
Add your logo, colors, terms, and personalized messages to every quotation for a professional look.
Discount Management
Apply percentage or fixed discounts to individual items or the entire quotation before sending.
Validity Periods
Set a validity date so customers know how long the quoted prices and terms apply.
Professional Layouts
Use a consistent layout to present your business, pricing, and terms clearly.