Estimate & Quotation
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By Oneflow

January 1, 2025

Accounting
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Generate accurate, professional estimates and quotations in minutes with our easy-to-use Estimate & Quotation feature. Design branded quotes, calculate taxes automatically, and convert approved quotations directly into invoices—saving time and eliminating repeated data entry.

Key Features

Quick Quote Creation Create detailed estimates or quotations with products, services, taxes, discounts, and multiple price tiers in just a few clicks.

Professional Templates Use customizable, branded quote templates with your logo, terms & conditions, and contact details for a polished presentation.

Automatic Tax & Discount Calculation Apply VAT, service tax, discounts, and adjustments automatically to ensure error-free totals.

PDF & Online Sharing Download quotations as PDFs or share instantly through online links and messaging applications for easy client access.

Direct Email to Client Send quotations instantly to clients directly from the system using the built-in email feature—no need to download files or use external email platforms.

Real-Time Status Tracking Track quote status—Draft, Sent, Viewed, Approved, or Rejected—so you know exactly where each proposal stands.

One-Click Invoice Conversion Instantly convert accepted quotations into invoices without re-entering data, ensuring a smooth billing process.

Revision History Edit and resend updated quotes while maintaining version history for full transparency.

Expiry Date Management Set quote validity periods and receive alerts for expiring proposals to avoid missed opportunities.

Customer Database Integration Auto-fill client information from your customer records to prepare documents faster and more accurately.

Cloud Access Create, manage, and send quotations anytime, from any device, with secure cloud access to all your data.

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