Included on every plan
Estimates and quotations are on Starter, Professional and Enterprise.
Send professional quotations and turn accepted ones into invoices
A quotation is the first document in most sales. Build it from your product list and price list, send it with a validity date, track whether the customer accepted or declined, and convert the accepted quotation without typing the lines again.
30-day trialNo credit cardSetup assistance included
eSolverBooks / Sales / Estimate / quotation
How it works
From setup to a review-ready result
A practical workflow your team can follow without adding disconnected spreadsheets or repeated data entry.
- 1
Build the quotation
Choose the customer, add items and quantities, and let VAT be worked out for each line.
- 2
Set the validity
Give the offer a Valid Until date so everyone knows when the price expires.
- 3
Send and follow
Send the estimate, then mark it sent, accepted or declined as the conversation moves.
- 4
Convert
Convert an accepted estimate to an invoice. On Professional and Enterprise, carry it through a sales order and delivery challan first.
What you get
Built for how quotations & estimates actually works
Faster quotes, fewer re-keying errors, and a clear view of which offers are open, won or lost.
Built on your records
Quotations use the same customers and products as invoices, so details are entered once.
Validity built in
Every estimate carries a Valid Until date, so an old quote is not honoured by accident.
Clear statuses
Draft, sent, accepted and declined statuses show where each offer stands.
No re-keying
Converting an accepted estimate carries across customer, lines and tax treatment.
One search for everything
Find any estimate by number or customer name.
Feature details
Every item and sub-item, clearly explained
Understand the main workflow, what belongs inside it and how each capability supports accurate daily work.
01
Main feature item
Create the offer
Everything on one form.
What it includes
4 connected capabilities designed to keep this part of quotations & estimates organized.
Included sub-items
What belongs under create the offer
01
Customer and contact
Pick a saved customer so billing details, terms and price list come with them.
02
Items and services
Add products or services with quantities, prices and discounts. VAT is worked out per line.
03
Valid until
Give every quotation a Valid Until date so an old price is not honoured by accident.
04
Totals as you type
Subtotal, discount, VAT and grand total update as lines change.
02
Main feature item
Send and track
Know what is open.
What it includes
4 connected capabilities designed to keep this part of quotations & estimates organized.
Included sub-items
What belongs under send and track
01
Send estimate
Issue the quotation to the customer and record that it has been sent.
02
Accepted or declined
Mark the outcome so open quotations are separated from won and lost ones.
03
Estimate register
Search and filter every estimate by customer, number and status.
04
Valid until
See at a glance which quotations are still within their validity period.
03
Main feature item
Convert without retyping
From offer to order to invoice.
What it includes
4 connected capabilities designed to keep this part of quotations & estimates organized.
Included sub-items
What belongs under convert without retyping
01
Convert to invoice
Turn an accepted estimate into an invoice with the same lines, prices and VAT.
02
Sales order path
On Professional and Enterprise, confirm a sales order first, then deliver on a challan and invoice.
03
Linked records
The invoice remembers the estimate it came from, which makes disputes easy to resolve.
04
Same customer ledger
Accepted work flows into receivables through the invoice, not through a side spreadsheet.
04
Main feature item
Good selling habits
Quotations that protect margin.
What it includes
4 connected capabilities designed to keep this part of quotations & estimates organized.
Included sub-items
What belongs under good selling habits
01
Consistent records
Every quotation is numbered and tied to a customer record, so offers are easy to find later.
02
Searchable register
Find any estimate by number or customer name, and filter by status.
03
Same customers and items
Quotations use the same customer and product records as invoices, so nothing is set up twice.
04
Audit trail
Every estimate records who created it and when.
Keep exploring
Related features, solutions and guides
Put quotations & estimates to work for your business
Create a clearer workflow and give your team information they can understand and trust.