Send formal quotes before committing to invoices. Convert accepted quotes into invoices with one click — no re-entry. Quotes have their own numbering, expiry, and status tracking.
Invoices → Quotations → New Quote. Same line-item flow as an invoice.
Default 14 days; adjust per quote. Expired quotes auto-mark as Lapsed and don't clutter the active list.
Email / WhatsApp / Copy link, same as invoices. The hosted quote page has an Accept button for the customer.
Customer hits Accept on the hosted page (or you mark it accepted manually after a verbal yes). Status flips to Accepted.
On the accepted quote, click Convert to Invoice. All line items + tax + customer carry forward. Quote stays linked for traceability.