When a customer wants a price first, send them a quotation. Once they say yes, convert it into a tax invoice in one click, with the same customer, items and prices already filled in.

Step 1: Create a Quotation

1. Go to Sales › Quotations and click Create Quotation.
2. It works just like an invoice. Select the customer, add items and quantities, and check the total.
3. Click Save.

Step 2: Share It with the Customer

• The quotation opens with a preview.
• Click Share on WhatsApp to send it straight to the customer.
• Or click Copy share link and paste it anywhere, such as an email or SMS.

Step 3: Convert It to an Invoice

1. When the customer approves, open the quotation.
2. Click Convert and choose Convert to Sales Invoice. You can also convert it to a Delivery Challan or a Sales Order.
3. A new tax invoice opens, already filled with the same customer, items and prices. Check it and click Save.

Frequently Asked Questions

Q: Does a quotation reduce my stock?

No. Stock changes only when you convert the quotation into an invoice or delivery challan.

Q: Can I edit the invoice after converting?

Yes. Change quantities, prices or items on the new invoice before you save it.

Q: Is a quotation the same as an estimate?

Yes. Use quotations for estimates, price quotes and proforma offers.

Need Help?

Our support team is available:

• 📞 Call/WhatsApp: 8882468190
• 📧 Email: support@billclap.com
• 🕐 Support Hours: Monday to Friday, 10 AM – 6:30 PM