← All plugins
Offers & Quotes
Create professional quotes straight from your data, track whether they've been accepted, and convert approved offers to invoices in one click — no copy-pasting.
- ✓Build quotes from existing records: products, services, time entries
- ✓Send quotes by email with a client-facing acceptance link
- ✓Track status per offer: draft, sent, accepted, declined, expired
- ✓Auto-convert accepted quotes to invoices with one click
- ✓Version history so you always know what the client approved
- ✓Custom branding: logo, colours, and terms on every document