Quote Management
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January 7, 2025
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7 min read
Quote to Invoice Conversion in Invoicely: Streamline Your Sales Process
Master the complete sales cycle in Invoicely from professional quote creation to seamless invoice conversion, optimizing your sales pipeline and cash flow - completely free.
Complete Sales Workflow
Create Quote
Professional quotes
Send to Client
Email delivery
Track Status
Acceptance tracking
Convert to Invoice
One-click conversion
Step 1: Creating Professional Quotes
Quote Creation Process
- Navigate to Quotes: Click "Quotes" in the sidebar menu
- Click "New Quote": Start creating a new quote
- Select Client: Choose existing client or create new one
- Add Quote Details: Quote date, valid until date, terms
- Choose Category: Select appropriate income category
- Add Line Items: Include products, services, and pricing
Quote Best Practices
- • Set clear validity periods to create urgency
- • Include detailed descriptions for transparency
- • Use professional language and formatting
- • Add terms and conditions for clarity
Quote Status Tracking
Quote Lifecycle Management
Draft
Quote created but not sent to client
Sent
Quote delivered to client, awaiting response
Accepted
Client accepted the quote, ready for conversion
Converted
Quote converted to invoice successfully
Declined
Client declined the quote
Expired
Quote validity period has ended
Converting Quotes to Invoices
One-Click Conversion Process
- Quote Acceptance: Mark quote as "Accepted" when client confirms
- Click "Convert to Invoice": Use the conversion button in quote view
- Review Invoice Details: Verify all information transferred correctly
- Adjust if Needed: Make any necessary changes to the invoice
- Send Invoice: Email the invoice to client for payment
Automatic Data Transfer
During conversion, Invoicely automatically transfers:
- • All line items with quantities and pricing
- • Client information and contact details
- • Payment terms and due dates
- • Category and tax information
Sales Pipeline Management
Quote Performance Analytics
Key Metrics:
- • Quote conversion rate (accepted/sent)
- • Average quote value
- • Time to acceptance
- • Win/loss analysis
Pipeline Insights:
- • Outstanding quote value
- • Quotes by status
- • Client engagement tracking
- • Revenue forecasting
Ready to Optimize Your Sales Process?
Start using Invoicely's quote-to-invoice workflow to streamline your sales pipeline today.