QuotesPro

A quote is a pre-sale proposal — you price the work before doing it, send it to the client, and once they accept, turn it into an invoice. Quotes live in the sidebar under Billing → Quotes, separate from invoices, so your billed revenue stays clean.

1. 1
   Select Quotes in the sidebar (under Billing) → New Quote
2. 2
   Pick the client and (optionally) a "valid until" date
3. 3
   Add free-form line items (description, quantity, unit price)
4. 4
   Optionally apply a discount (with a custom discount label) and/or VAT
5. 5
   Optionally add a special mention (legal/payment note shown on the quote) and an exchange rate if quoting in a currency other than your base
6. 6
   Watch the live preview on the right update as you type
7. 7
   Click Create quote

A quote moves through these states:

• Draft — editable, no number yet
• Sent — sending (by email or "Mark as sent") assigns the quote number and freezes it; editing a sent quote re-opens it to draft
• Accepted / Declined — record the client's decision
• Converted — an accepted quote turned into an invoice
• Expired — past its valid-until date

Once a quote is sent it gets a private accept link. Share it from the quote's Client accept link box (copy it, or optionally protect it with a password). Your client opens the link, reviews the quote, and accepts it directly — no account needed.

1. 1
   Client opens the link and reviews the quote (and can download the PDF)
2. 2
   They enter their name + email and sign (typed or drawn)
3. 3
   They tick the agreement box and click Accept

You can attach a contract PDF to a quote. When the client accepts the quote, the same signature signs the contract in-house — no third-party service to set up.

1. 1
   On the quote, under Contract, attach a PDF
2. 2
   Send the quote — the client reviews the contract on the accept page
3. 3
   When they accept and sign, we stamp the signature + an audit certificate onto the PDF
4. 4
   You and the client can download the signed contract

1. 1
   Open an accepted quote
2. 2
   Click Convert to invoice
3. 3
   You're taken to the new draft invoice, a faithful mirror of the quote

The invoice copies the quote's line items, discount, and VAT, and its total is fixed to the quoted amount. If you set a topic on the quote, the conversion dialog offers the matching unbilled time — for each entry choose Detail (shown without a price), Bill as supplement (priced at its rate and added to the total), or Exclude. You can also add free-form supplement lines for work agreed after the quote. Supplements appear in their own section; the discount applies to the quoted base only, VAT to the whole.

The quote is marked Converted and links to the invoice. Converting an already-converted quote is blocked, so you never get duplicate invoices.