Quotes

Create and manage quotes for your customers with professional layouts and seamless conversion to invoices.

Overview

Quotes in Slonge Billing offer:

• Automatic numbering in format AN-YYYY-NNN (e.g., AN-2026-001)
• Validity date for time-limited offers
• Status workflow: Draft → Sent → Accepted/Rejected
• One-click conversion from accepted quotes to invoices

Creating a Quote

1. Navigate to Quotes in the main menu
2. Click New Quote
3. Fill in the details:
   • Client: Select an existing client or create a new one
   • Valid until: Set an expiration date
   • Line items: Add products or services with prices
   • Notes: Optional remarks for the client

Status Workflow

Tabs and Filters

The quotes list shows tabs with counts:

• All: All quotes
• Draft: Not yet sent
• Sent: Pending quotes
• Accepted: Approved quotes
• Rejected: Declined quotes

Converting Quote to Invoice

Once a quote has status Accepted:

1. Open the quote
2. Click Convert to Invoice
3. All data is automatically transferred:
   • Client
   • Line items and prices
   • Project assignment (if any)
4. Review and save the invoice

Templates

Quotes use the same document templates as invoices. You can:

• Set different default templates for quotes
• Customize colors and branding
• Personalize headers and footers

Best Practices

• Set validity dates: Create urgency with clear expiration dates
• Detailed line items: Clearer descriptions mean fewer questions
• Quick follow-up: Mark quotes as Accepted/Rejected promptly
• Use templates: Professional templates increase acceptance rates