Quotations module
Win deals with quotes that convert
Build professional quotations, get internal approval, and convert winners to invoices in one click—same customers, same line items.
- Quotations with VAT and custom references
- Status workflow from draft to approved
- One-click convert to invoice
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Welcome back
Here's your finance snapshot
Open quotes
12
AED 128,600 pipeline
Win rate (QTD)
64%
+6 pts vs last quarter
Pending approval
3
Manager review
Revenue trend
6 moRecent activity
Quotation #QT-089 approved
Converted to draft invoice
QT-091 sent to client
AED 24,000 · Valid 30 days
QT-087 won → INV-1042
No re-entry of line items
Capabilities
Commercial docs that flow into finance
Sales and finance stay aligned from first quote to posted revenue.
Quote builder
Products, quantities, discounts, and VAT on branded quotations.
Approval workflow
Move quotes from draft to sent to approved with clear ownership.
Convert to invoice
Approved quotes become draft invoices with one action.
Shared customers
Same customer records power quotes, invoices, and reports.
Validity & references
Expiry dates, PO numbers, and references your buyers need.
UAE-ready totals
VAT and TRN fields consistent with invoicing and accounting.
Workflow
From proposal to invoice
Close the loop between sales and finance without duplicate data entry.
Draft the quote
Add line items, terms, and customer details in minutes.
Approve & send
Get sign-off internally, then share with your prospect.
Convert when you win
Turn approved quotes into invoices ready to send and collect.