01
Create New Quotation
Create customer quotations with quotation number, validity period, delivery information, product lines, quantity, pricing, discount, tax, total weight and grand total.
QUOTATIONS • CUSTOMERS • SALES
Quotation and Inventory Software for Small Business
Create professional sales quotations with customer and product records, calculate pricing, discounts and taxes, generate PDFs, and convert accepted quotes into sales with connected inventory software.
REAL QUOTATION WORKFLOW
From Quotation Entry to Convert-to-Sale
These are real ERP screens showing how quotations are created, managed and converted into sales.
02
Quotation Management
Search and manage quotations, review status and quotation value, then view, edit, print, export PDF or convert an approved quotation into a sale.
03
Quotation Details
Review the complete customer-facing quotation with delivery dates, product details, totals, approval signatures, print/PDF actions and direct conversion to a sale.
QUOTATION + INVOICE WORKFLOW
Keep Customer Quotations Connected to Sales
Build quotations from product and customer records, calculate totals, print or export PDF documents, then convert accepted quotations into sales while keeping the quotation workflow distinct from the invoice page.
Professional Sales Quotation Software
Create customer quotations with delivery details, items, weight, quantity, pricing, discount, tax and grand totals from one workflow.
Inventory Software with Quotation and Sales Workflows
Keep quotation creation, customer pricing, approval, printing and conversion connected with the sales and invoicing workflow.
Quotation-to-Invoice Workflow for Small Business
Prepare a customer quote first, retain its approval and status history, then move accepted business into invoicing or sales so the commercial workflow remains connected from offer to transaction.
Quotation Status and History
Search quotations by number or customer, review draft or converted status, and keep quotation history available for follow-up.
Convert Quotation to Sale
Move an accepted quotation into the sales workflow without manually rebuilding the same customer and product transaction.
CREATE → APPROVE → CONVERT
A Practical Quotation Workflow for Small Businesses
Start by creating a quotation for a customer, including validity, delivery information, products, quantities, pricing, discounts and tax. The quotation list then provides a searchable record of quotation values and status.
When a customer accepts the quotation, staff can open the detailed quotation, print or download the document, capture approval and convert the quotation into a sale. This keeps quotation management connected to sales and invoicing while preserving separate quotation history.
CONNECTED QUOTATION & INVENTORY
Why Use Quotation and Inventory Software Together?
Prepare estimates from the same customer and product records used by your sales team, instead of repeatedly copying data between spreadsheets and separate applications.
Customer Quotation Management
Keep quotation numbers, customer details, validity periods, delivery information and quotation history in one place for easier follow-up.
Clear Prices, Discounts and Tax
Show products, quantities, unit prices, discounts, tax and grand totals so customers can review a detailed proposal before confirming an order.
Printable Quotation PDFs
Review a quotation before printing or exporting a PDF to share with the customer for consideration and approval.
Quotation to Sale Conversion
After acceptance, convert the quotation into a sales transaction without rebuilding its customer and product lines manually.
QUOTATION VS INVOICE
What Is the Difference Between a Quotation and an Invoice?
A quotation presents proposed products, quantities, prices and terms before a customer confirms a purchase. An invoice documents a sales and billing transaction. Keeping both steps connected helps reduce duplicate entry while retaining a clear quotation history.
Creating a quotation does not itself mean inventory has been sold. Stock changes should follow the relevant confirmed sales process, rather than merely preparing an estimate.
Explore the connected sales and inventory software, inventory invoicing features and inventory tracking tools. You can also view software pricing.
FREQUENTLY ASKED QUESTIONS
Quotation Software FAQs
What is quotation and inventory software?
It helps a business prepare customer quotations using product and customer records and connects accepted quotations to the sales and inventory workflow.
Can I convert a quotation into a sale?
Yes. The quotation management screen provides a convert-to-sale action for accepted quotations.
Can I print or export a quotation as a PDF?
Yes. The quotation workflow includes printing and PDF export options.
Can quotations include discounts and taxes?
Yes. Quotations can include quantities, prices, discounts, taxes and calculated totals.
Does creating a quotation immediately reduce stock?
No stock reduction should be assumed merely from creating a quotation. Inventory changes belong to the relevant sales transaction workflow.
See Quotation Management in Action
Book a demo to walk through quotation creation, approval, PDF/printing and convert-to-sale workflows.
FREQUENTLY ASKED QUESTIONS
Questions About Quotation, Invoice & Inventory Software
Quick answers about this Inventory Accounting workflow and how it fits into the wider ERP system.
What does Quotation, Invoice & Inventory Software help a small business manage?
Create, edit, print and convert quotations to sales while keeping customers, invoices and inventory connected.
Which workflows are included on this Inventory Accounting page?
The workflow includes Create quotations, Edit quotations, PDF quotations, Print quotations, Convert to sale, Quotation history.
How does this feature connect with the rest of Inventory Accounting?
It works as part of the connected Inventory Accounting system so relevant operational records can stay linked with inventory, sales, purchasing, accounting, reporting or administration workflows where applicable.