Create and manage customer quotation records with a client name, description, total amount, validity date, notes, and status. Search by quotation number or client and filter by status. Line-item editing, PDFs, sending, approvals, attachments, and automatic invoice conversion are not currently available.
Enter the client name, description, and total amount
Set a validity date and initial status
Save the quotation and update its status manually as it progresses
Create any related invoice separately in the invoicing workflow
Comprehensive project management with multi-currency support, payment milestones, file management, and real-time profitability tracking.
Client management with status segmentation, multiple contacts, industry categories, tax-reference fields, ticket links, search, filtering, and CSV export.
Create numbered invoices with line items, tax, discounts, PDF downloads, recurring schedules, payment records, remaining balances, and partial-payment status.
Put this module to work in your Eclipse Cloud workspace for $30/month.