Sending quotations and converting them to invoices

Create a quotation

Go to Quotations → New quotation, choose the client and add items, quantities, tax and an optional discount (amount or %).

Send it

Share it on WhatsApp, by email, or copy the link. The client sees a clean page with Accept and Decline buttons — no login needed.

When the client responds

You get an email, the response is logged on the client's history, and an accepted quotation marks the linked deal as Won.

Convert to an invoice

Click Convert to invoice. All items, prices and the discount are copied into a new invoice that you can review and send.