Accounting Software Features

Quotes and Estimates

As well as creating invoices, KashFlow can be used to create quotes or estimates. Here are a few of the features available for Quotes & Estimates:

• Rename Quotes

  Call them quotes, estimates, pro-formas – anything you like.

• Unlimited Quotes

  There is no limit to the number of quotes you can create andnd no hidden or unexpected charges for creating lots of them.

• Categories

  You can set up a list of categories – perhaps Live, Pending, Closed – and assign your quotes to these categories.

• Convert

  Convert quotes to invoices – if need be you can keep the existing quote. You can also edit the resulting invoice to add/remove items.

• Multi-currency

  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.

• Copy

  You can duplicate a quote in a single click.

• Customise

  Customise your quotes with your own text and branding.