Skileo helps you easily create and send quotes and estimations and transform them into invoices. Share your quotes with your clients and set up automatic reminders.
When creating a quote, the software generates a quote document that you can download and share with your client. Once the quote is accepted, it can be easily converted into an invoice.
You can filter quotes by different criteria:
- Date and period
- Vendor
- Status
- Search by keyword
You can perform the following actions for each record:
- Add record
- Edit record
- Preview record
- Mark as approved
- Mark as rejected
- Create invoice
- Delete record
Create Quote
Go to the accounting software section „Ac“, select „Quotes“, and click on the „+Add new“ button.
You will go through several steps:
- Main information
- Quote items
- Additional documents
Main Information
Add the essential general information, such as the project name, document number, client, client’s email, currency, creation date, expiration date, message, and internal note.
Quote Items
Add the quote items, including the item name, price, and taxes. You can also add several items.
Additional Documents
Add additional relevant documents.
Try this now in your Skileo account!