Quotes, estimates and proforma invoices
Win work with quotes, estimates and proforma invoices.
- Quotes, estimates and proforma invoices explained Before you raise a real invoice, Sales Scribe lets you send a customer one of three "pre-invoice" documents: a quote, an estimate or a proforma invoice. They look similar on paper…
- Create a quote A quote is a binding price offer you send a customer. This guide shows how to create one and save it as a draft, ready to send. Creating a quote has no effect on your accounts.
- Create an estimate An estimate is a non-binding, ballpark figure you give a customer before committing to a firm price. It works exactly like a quote, but it signals that the amount is approximate…
- Create a proforma invoice A proforma invoice is a pre-payment request that looks like an invoice but isn't a real one yet. It's commonly used to ask a customer to pay before you deliver. Unlike a quote or…
- Send a quote or estimate Sending is the step that turns a draft into a live document your customer can see. It assigns the number, locks the document so it can no longer be edited, generates a public link…
- When your customer accepts or declines online When you send a quote or estimate, your customer gets a private link to view it online and either Accept or Decline it. This guide explains what the customer sees, what happens…
- Revise a sent document Once a quote, estimate or proforma invoice has been sent, it's locked and can't be edited — this keeps a faithful record of exactly what the customer received. When you need to…
- Convert a quote, estimate or proforma to an invoice When a customer is ready to go ahead, you turn your quote, estimate or proforma invoice into a real invoice. Convert creates a draft invoice that copies the lines across and keeps…
- Record a payment on a proforma invoice A proforma invoice isn't a real invoice, so a payment is never recorded against it directly. Instead, Sales Scribe gives you a guided Record Payment flow: it converts the proforma…
- Quote, estimate and proforma statuses Every quote, estimate and proforma invoice moves through a series of statuses from the moment you create it to the moment it's accepted, converted or closed. This guide explains…