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Quote Management
Create compelling quotes and convert them into invoices.
1Overview
Quotes in Vosia allow you to present your services professionally and clearly.
Digital sending
Send quotes with links for online acceptance.
Easy conversion
Turn accepted quotes into invoices with one click.
Version control
Keep track of changes and negotiations.
2Creating a quote
- 1
1. New quote
Go to 'Quotes' and click 'New quote'.
- 2
2. Select customer
Choose the recipient from your customer database.
- 3
3. Details
Add products, services, discounts and validity terms.
- 4
4. Send
Send the quote via email or share the secure link.
3Quote statuses
Quote in the drafting phase.
Transmitted to the customer for evaluation.
The customer has opened the quote link.
The customer has confirmed and accepted the quote.
The quote was not accepted.
4From quote to invoice
When a quote is accepted, invoicing is immediate.
- 1Open the accepted quote.
- 2Click the 'Convert to invoice' button.
- 3All data, amounts, and customers are copied automatically.
- 4Verify the invoice and click 'Finalize'.