How to Create Quotations, Estimates & Convert to Invoices
Win more clients with professional, branded quotations and proposals. Once the client approves the estimate, convert it to a full GST tax invoice in a single click with zero re-typing.
Prerequisites: What You Need Before You Start
- Configured business profile and catalog items.
Standard Operating Procedure
Execute these 5 sequential steps to complete the workflow without compliance errors.
Navigate to Proposals
Step 1 of 5Click 'Proposals' in the sidebar under Sales (/business/proposals).
Create a New Estimate
Step 2 of 5Click '+ New Proposal'. Select your prospect, set an expiry date for the quote (e.g., Valid for 30 days), and add proposed line items and pricing.
Add Terms & Conditions
Step 3 of 5Outline scope of work, milestone timelines, payment terms, and warranty disclaimers.
Send to Client
Step 4 of 5Download the PDF proposal or share the online viewer link via email or WhatsApp.
Convert to Tax Invoice
Step 5 of 5When accepted, click 'Convert to Invoice'. The entire scope, pricing, customer details, and taxes port directly into a new invoice.
Pro Tips for Maximum Productivity
- Set validity periods on quotes to create urgency and protect your business against supplier price fluctuations.
Frequently Asked Questions
Quick answers to common questions about using this screen.