Create quotes and turn them into invoices
Create professional quotes, keep decisions and deadlines visible, and transfer accepted services into an invoice in just a few steps.
How the workflow works
- 1
Prepare the quote
Capture the recipient, services, prices, validity, delivery time, and terms in a structured workflow.
- 2
Track the decision
Open, accepted, rejected, or expired: the current state stays visible on the document.
- 3
Convert to an invoice
Transfer accepted line items and customer data without entering them again.
Your benefits
Dedicated quote workflow
Quotes have their own document type, number range, and matching templates.
Validity at a glance
Validity dates stay visible and expired quotes are marked automatically.
Clear statuses
Open, accepted, rejected, expired, and invoiced cover the complete lifecycle.
Direct conversion
Turn an accepted quote into an invoice with line items and references retained.
Reopen when needed
Rejected or expired quotes can be reactivated when a conversation resumes.
Matching templates
Prepare text, design, and default values specifically for quotes.
Ready for e‑invoices?
Start with Billance and create your first e-invoices in just a few minutes.