SlimbotPlatform › Accounting › Quotes BH
AccountingWhat is Quotes BH?
With Quotes you send professional proposals that your customer can accept immediately. Once a quote is approved, you convert it into an invoice with one click. This way you lose no time and no orders.
How does it work?
- Build your quote with lines, quantities and amounts; the total calculates automatically.
- Send the quote by e-mail with a clear expiry date.
- Track the status: sent, viewed, accepted or rejected.
- Upon approval, you convert the quote into an invoice with one click.
Use cases
Gardener who issues a detailed quote per garden project.
Photographer who offers different packages in one proposal.
Contractor who has additional work signed off in advance.
Marketing agency sending a project proposal with phases and rates.
Benefits
- From quote to invoice without retyping.
- See at a glance which proposals are still outstanding.
- Professional appearance increases your approval rating.
- No duplicate work between quote and administration.
Frequently asked questions
Can my client accept the quote online?
Yes. Your client can view the quote and approve it, after which you automatically receive notification and can convert it to an invoice.
What happens when a quote expires?
You set an expiry date. If it expires, you'll see that in the overview and can easily send a new version.
Does the invoice retain all lines from the quote?
Yes. All lines, quantities and amounts are carried over, so the invoice matches exactly what was agreed.
Also within Accounting
Set up Quotes BH for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.