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Business Quotation Generator and Quote-to-Invoice Workflow

Prepare an itemised quotation, review prices and terms, then convert an accepted quote into an invoice in Accounts.

Create a quotation

Set the scope and price

List the deliverables, quantities and unit prices. Use the quotation terms to explain the validity period, delivery schedule and payment expectations.

Confirm the accepted version

If a customer accepts a quote for two deliveries instead of one, update and review the quote before converting it to an invoice.

Follow the commercial record

Keep the quotation and resulting invoice together so the team can trace what the customer approved.