Quotations
Create professional quotations with Texeva
Put the scope and price of a proposed job in one document. Create a quote for a customer, share a PDF and follow its status as the conversation moves forward.
A clearer path from estimate to invoice
- 01
Draft
Add the customer, services, quantities and prices to a quotation.
- 02
Share and track
Download or share the quote and keep its status visible in your workspace.
- 03
Move forward
On an eligible plan, let a client accept or decline a public quote and convert a quote to an invoice.
For work that starts with a proposal
A consultant can send a written estimate before beginning an engagement. An agency can prepare a project quote, revisit it with the client and create the invoice when the work is agreed.
Check your plan before the next step
Quote creation is available with plan limits. Client accept/decline and quote-to-invoice conversion are Pro features; they are not included in every plan.
View plan comparisonQuotation questions
Can I share a quotation as a PDF?
Yes. Texeva provides PDF downloads for quotations you create.
Can I turn a quote into an invoice?
Yes, quote conversion is available on the Pro plan. Review the plan comparison for current limits and included features.
Put your next quotation together
Create a customer record and start with a clear proposal.