The customer answers from the link
No login needed. Acceptance or rejection reaches you with an optional note, and a notification arrives.
Quotes and proforma
Prepare a quote or proforma and send it to your customer as a link. They see it without logging in and accept or reject it; an accepted document becomes an invoice in one click.
Try free for 15 days
Who it is for: For service, repair and sales companies that quote a price before winning the work.
Invoice in one click
An accepted quote becomes a sales invoice dated today; stock and balance update with the invoice.
See what has expired
Quotes past their validity date are flagged, and you are notified before they run out.
What is in this module?
Quotes and proforma
Prepared on the same screen, with separate number series.
Validity period
The number of days in company settings is suggested. A quote past its date is marked “Expired”.
Status flow
Draft, sent, accepted, rejected and invoiced.
Public link
The customer sees the quote without logging in. You can close or renew the link.
Accept and reject
The customer answers from the link and can leave a note. You get a notification when they answer.
Convert to an invoice
A sales invoice is created from an accepted document in one click.
Default terms
Payment, delivery and validity terms are added to the document automatically.
Link to a project
Link a quote to a customer project and follow the process.
Guides on this topic
Frequently asked
What is the difference between a quote and a proforma?
A quote is a price offer, while a proforma is sent as a preliminary invoice. Both are prepared on the same screen and use separate number series.
What if I update the quote while the customer is answering?
The customer’s answer is not saved; they are asked to refresh and look at the new version. That way a customer never approves a document they have not seen.
Try it free for 15 days
No card required. Then $5 a month.