Quotations
Organize the scope and price of the proposed work.
AMS · Connected business workflows
Quotations & invoices — From the proposal to the next chapter.
Keep quotations, line items and draft invoices close to the work they represent.
Who this helps
Teams carrying an agreed commercial scope into a reviewable billing document.
The situation
An accepted quotation is ready for the next billing step, and retyping its scope and amounts could introduce mistakes.
Fictional example: a $1,000 accepted quotation contains $750 for creative work and $250 for content planning. This website example makes no live changes.
Follow the example, step by step
Start from the commercial record
- What you do
- Open the accepted quotation and check the client and status.
- What changes
- The document is identified as a quotation rather than an invoice.
- Why it helps
- You can confirm which commercial step the record represents.
Check the agreed amounts
- What you do
- Review the $750 and $250 line items and their $1,000 total.
- What changes
- The scope and amounts remain visible beside the conversion context.
- Why it helps
- The next document starts from details someone has checked.
Choose conversion deliberately
- What you do
- Decide to convert the eligible quotation when a draft invoice is needed.
- What changes
- The accepted quotation remains the starting point until that explicit action is taken.
- Why it helps
- Agreement and billing remain separate decisions.
Review the resulting draft
- What you do
- Create the draft invoice and inspect it before taking any sending or payment action.
- What changes
- The sample changes from QT-0001 to draft invoice INV-0001 with the illustrated line items.
- Why it helps
- The team can review the billing document before it leaves the workspace.
What your team gains
An explicit conversion creates a draft invoice for review while sending and payment remain separate actions.
Reuse an accepted quotation’s details when you explicitly create its draft invoice.
Inside Quotations & invoices
Line items
Keep quantities, unit prices and totals visible.
Document presentation
Use the finance document layout for a clear commercial record.
Explicit conversion
Choose when to turn an accepted quotation into a draft invoice.
Invoice status
Distinguish a draft from later invoice actions.
Client context
Keep the commercial document associated with the relevant client.
Questions and requirements
Does accepting a quotation automatically bill the client?
No. Conversion is an explicit action. Sending an invoice and recording or collecting payment happen separately.
Can any quotation be converted?
Conversion depends on its eligible status and client association. A lead-only quotation needs a client association before invoicing. The displayed scope and amounts are fictional.
Requirements and limits
Accepting a quotation does not automatically send an invoice or collect payment. Sample amounts are fictional.
Understand the next tool here
Read how each connection helps before choosing whether to open another page. Moving between tools does not itself configure an automatic handoff.
Clients & brands — read how it fits
Confirm the client relationship attached to the commercial record.
Organize client and brand records so the team knows who the work belongs to.
Fictional example: Forma Studio is the client and Forma / Autumn collection is the associated brand context.
Before you use it
Brand and user limits depend on plan. The sample businesses and people shown are fictional.
Optional: explore the full Clients & brands story ↗Documents & PDFs — read how it fits
Prepare a separate narrative proposal when the agreement needs more explanation than line items.
Turn reusable templates and variable values into consistent PDF documents.
Fictional example: an Autumn launch proposal receives Forma Studio and 21 October 2026 as its variable values.
Before you use it
Documents are a paid-plan capability. The sample PDF is fictional; it is not a signed agreement or an invoice.
Optional: explore the full Documents & PDFs story ↗