Create professional quotes and proforma invoices in minutes
Pick products from your own price list, build the quote, send it for approval if needed and track what happens next. Try it with 24 free quotations.
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What you get
Quotes from your price list
Keep products and pricing in one database so every quote uses the right numbers.
Proforma invoice builder
Turn an accepted quote into a proforma invoice without retyping.
Approval before it goes out
Route discounts or large quotes to a manager before the customer sees them.
Quote to follow-up
Every quote stays linked to its lead, so follow-ups are not forgotten.
One connected workflow
Frequently asked questions
What is the difference between a quotation and a proforma invoice?
A quotation is an offer with prices. A proforma invoice is a preliminary bill sent before delivery or payment. It is not a tax invoice.
Can I control discounts?
Yes. Approval workflows let a manager review quotes before they are sent.
How many quotations are free?
The free plan includes 24 quotations.
Keep reading
How to Set Up a Quotation Approval Process for B2B Sales
Simple rules for who approves which quotes, so discounts stay controlled and customers still get fast answers.
SolutionLead follow-up CRM
Capture leads, assign owners and never miss a follow-up.
SolutionExpense approvals
Submit expenses on the go and route them to managers and finance.
Ready to see it with your own team?
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