Create quotes, communicate with customers, get approvals, convert into invoices
Create quotes that make your business stand out with customers and get approvals that convert your ideas to revenue. Customize estimates with line items, expiration dates, approval options, attachments, and explanatory notes.
Send professional-looking quotes that are fully customizable. Add your company's logo, colors, line items, pricing, and customer details. You can also add custom notes and attachments to ensure that your business and clients are on the same page regarding the quoted products/services.
Encourage your customers to take action on quotes when you set expiration dates. Due to the uncertainty in the prıcing of products/services, setting an expiration date helps your customers know when the quoted price is no longer valid and ensures that the customer makes a decision.
Add approval buttons to your quotes to enable your customers to review and accept your quotation for products/services. You can share a link to quotes or email customers to get their approval. The Click-to-accept and note features work together to ensure you save time on finalizing your ideas.
Convert your proposed ideas to revenue with a few clicks. Convert your quotes to invoices with the Akaunting quoting and invoicing software. Send quotes for sales, construction, manufacturing, and more. Easily convert them into invoices once reviewed and approved by your customers.
Get notified whenever your customers view, approve or refuse your quotes, and plan follow-up actions accordingly. Keeps track of every time a customer views your quotes without taking action - "Approves" or "Refuses." With this information, you can reach out to clients for clarification.
