It’s a snap to create quotes, or estimates or pro-forma invoices – you can rename them whatever you like, in KashFlow. You can create as many as you like, with no hidden charges, and print them or send them via mail (of both the ‘e’ and snail variety) from within the app. If the client wants to go ahead with everything, it only takes a click to convert the quote to an invoice.
Call them quotes, estimates, pro-formas – anything you like.
There is no limit to the number of quotes you can create and no hidden or unexpected charges for creating lots of them.
You can set up a list of categories – perhaps Live, Pending, Closed – and assign your quotes to these categories.
Convert quotes to invoices – if need be you can keep the existing quote. You can also edit the resulting invoice to add/remove items.
Produce a quote in any currency you like with exchange rates automatically updated daily.
Print, Email, Post
Quotes are produced as PDFs which can be printed, posted or sent by email from within the software.
You can duplicate a quote in a single click.
Customise your quotes with your own text and branding.