{"id":40008,"date":"2026-10-12T18:36:51","date_gmt":"2026-10-12T13:06:51","guid":{"rendered":"https:\/\/mybillbook.in\/s\/?page_id=40008"},"modified":"2026-10-12T18:40:44","modified_gmt":"2026-10-12T13:10:44","slug":"quotation","status":"publish","type":"page","link":"https:\/\/mybillbook.in\/s\/features\/quotation\/","title":{"rendered":"Quotation \/ Estimate"},"content":{"rendered":"

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Quote Before You Bill<\/p>\n

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<\/span>\n\t\t\t\tQuotation \/ Estimate\t\t\t<\/span><\/h1>\n\t\t\t\t\t\t\t
\n\t\t\t\tCreate, share and convert customer quotations into invoices without entering the same details again\t\t\t<\/h5>\n\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_row_inner][vc_column_inner width=”1\/2″][vc_btn title=”Book Free Demo” style=”custom” custom_background=”#4c3cce” custom_text=”#ffffff” shape=”round” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Ffreetrial.mybillbook.in%2Fbook-demo-v1.html|target:_blank”][\/vc_column_inner][vc_column_inner width=”1\/2″][vc_btn title=”Sign up for free” style=”outline” shape=”round” color=”blue” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Fmybillbook.in%2Fapp%2Fcreate-account”][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”40013″ img_size=”large” alignment=”center”][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_quotation_intro{padding-top:32px !important;padding-bottom:32px !important;background-color:#4c3cce !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″]
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<\/span>\n\t\t\t\tQuotation \/ Estimate Feature in myBillBook\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_column_text]Quotation \/ Estimate in myBillBook helps you prepare a price proposal for a customer before creating the final sales invoice. You can add the customer, products or services, quantities, rates, taxes, discounts and applicable terms in the quotation.<\/span><\/p>\n

Once the customer accepts the quotation, you can convert it into an invoice instead of creating the sale again from scratch. This keeps the pre-sale quotation and final billing workflow connected inside myBillBook.<\/span><\/p>\n

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<\/span>\n\t\t\t\tHow Quotation \/ Estimate Works in myBillBook\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]<\/p>\n

Step 1: Create a New Quotation<\/h3>\n

Start a new quotation or estimate for the customer before the sale is finalised.<\/p>\n

Step 2: Add Customer and Item Details<\/h3>\n

Select the customer and add the products or services, quantity, rate and other required transaction details.<\/p>\n

Step 3: Add Tax, Discount and Terms<\/h3>\n

Include applicable taxes, discounts and business terms so the customer can review the complete proposed amount.<\/p>\n

Step 4: Save and Share the Quotation<\/h3>\n

Save the quotation and share it with the customer for review before billing.<\/p>\n

Step 5: Update the Quotation if Required<\/h3>\n

Edit the quotation when pricing, quantity or other deal details change before confirmation.<\/p>\n

Step 6: Convert the Accepted Quotation into an Invoice<\/h3>\n

Once the customer confirms the deal, convert the quotation into a sales invoice without re-entering the same transaction details.<\/p>\n

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<\/span>\n\t\t\t\tWhy Use Quotations \/ Estimates in myBillBook?\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_quotation_benefits{padding-top:32px !important;padding-bottom:32px !important;background-color:#4c3cce !important;}”][vc_column width=”1\/2″]
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\n Quote Before Final Billing<\/span>\n <\/h3>\n

Share pricing with the customer before raising the final sales invoice.<\/p>\n <\/div>\n <\/div>\n<\/div>[vc_empty_space]

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\n Reuse Approved Details<\/span>\n <\/h3>\n

Convert an accepted quotation into an invoice instead of entering the transaction again.<\/p>\n <\/div>\n <\/div>\n<\/div>[\/vc_column][vc_column width=”1\/2″]

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\n Handle Changes Before Sale<\/span>\n <\/h3>\n

Update rates, quantities, discounts or other deal details while the quotation is still under discussion.<\/p>\n <\/div>\n <\/div>\n<\/div>[vc_empty_space]

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\n Keep Quoting and Billing Connected<\/span>\n <\/h3>\n

Manage the pre-sale quotation and final invoice within the same billing workflow.<\/p>\n <\/div>\n <\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_quotation_manage{padding-top:32px !important;padding-bottom:32px !important;background-color:#f1f0fc !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″]

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<\/span>\n\t\t\t\tWhat You Can Add to a Quotation \/ Estimate\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_column_text]<\/p>\n

Customer Details<\/h3>\n

Add the customer or business for whom the quotation is being prepared.<\/p>\n

Products or Services<\/h3>\n

Add the items or services being quoted along with their quantities and rates.<\/p>\n

Taxes<\/h3>\n

Include applicable tax details where required for the proposed transaction.<\/p>\n

Discounts<\/h3>\n

Add discounts where they form part of the negotiated quotation.<\/p>\n

Terms and Notes<\/h3>\n

Include applicable commercial terms or notes that the customer should review before confirming the sale.<\/p>\n

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<\/span>\n\t\t\t\tQuotation \/ Estimate vs Sales Invoice\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_column_text]Quotation \/ Estimate:<\/strong> Used before the sale is confirmed to communicate proposed pricing, quantities, taxes, discounts and terms.<\/p>\n

Sales Invoice:<\/strong> Created after the sale is confirmed to record the actual billing transaction.<\/p>\n

In myBillBook, an accepted quotation can be converted into an invoice, helping you move from quotation to final billing without recreating the transaction.<\/p>\n

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<\/span>\n\t\t\t\tQuotation Feature vs Quotation Format Templates\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_column_text]This feature page focuses on creating and managing quotations inside myBillBook<\/strong>.<\/p>\n

If you are looking for downloadable Word, Excel or PDF quotation templates, visit the Quotation Format<\/a> section instead.<\/p>\n

The two pages serve different needs: the feature page covers the software workflow, while the format pages cover downloadable quotation templates and business-specific quotation formats.<\/p>\n

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<\/span>\n\t\t\t\tWho Can Use Quotations \/ Estimates?\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_quotation_usecases{padding-top:32px !important;padding-bottom:32px !important;background-color:#4c3cce !important;}”][vc_column width=”1\/2″][vc_column_text css=”.vc_custom_1791798847851{padding-top: 16px !important;padding-right: 16px !important;padding-bottom: 16px !important;padding-left: 16px !important;background-color: #ffffff !important;border-radius: 1px !important;}”]<\/p>\n

Retailers<\/h3>\n

Share prices for larger or special customer orders before creating the final bill.[\/vc_column_text][vc_empty_space][vc_column_text css=”.vc_custom_1791798921531{padding-top: 16px !important;padding-right: 16px !important;padding-bottom: 16px !important;padding-left: 16px !important;background-color: #ffffff !important;border-radius: 1px !important;}”]<\/p>\n

Wholesalers & Distributors<\/h3>\n

Prepare quotations for bulk quantities, negotiated rates and repeat B2B orders.[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_column_text css=”.vc_custom_1791798896087{padding-top: 16px !important;padding-right: 16px !important;padding-bottom: 16px !important;padding-left: 16px !important;background-color: #ffffff !important;border-radius: 1px !important;}”]<\/p>\n

Service Businesses<\/h3>\n

Quote service charges and project costs before starting work or issuing an invoice.[\/vc_column_text][vc_empty_space][vc_column_text css=”.vc_custom_1791798950063{padding-top: 16px !important;padding-right: 16px !important;padding-bottom: 16px !important;padding-left: 16px !important;background-color: #ffffff !important;border-radius: 1px !important;}”]<\/p>\n

Contractors & Project Businesses<\/h3>\n

Share proposed material, labour or project charges and update them before confirmation.[\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_quotation_cta{padding-top:48px !important;background-color:#f1f0fc !important;}”][vc_column]

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<\/span>\n\t\t\t\tCreate Quotations and Convert Them into Invoices Faster\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_row_inner css=”.vc_custom_quotation_cta_inner{padding-bottom:28px !important;}”][vc_column_inner width=”1\/4″][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_btn title=”Book Free Demo” style=”custom” custom_background=”#ffffff” custom_text=”#4c3cce” shape=”round” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Ffreetrial.mybillbook.in%2Fbook-demo-v1.html|target:_blank”][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_btn title=”Sign up for free” style=”outline” shape=”round” color=”blue” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Fmybillbook.in%2Fapp%2Fcreate-account”][\/vc_column_inner][vc_column_inner width=”1\/4″][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_quotation_faq{padding-top:32px !important;}”][vc_column][vc_column_text]<\/p>\n

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<\/span>Frequently Asked Questions<\/span><\/h2>\n\t\t\t\t\t\t
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Can I convert a quotation into an invoice in myBillBook?<\/h3>\n\t\t\t\t\t
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Yes. Once the customer accepts the quotation, you can convert it into a sales invoice instead of entering the same transaction details again.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t

Can I edit a quotation before the customer confirms it?<\/h3>\n\t\t\t\t\t
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Yes. You can update quotation details such as quantity, rate, discount or other transaction details before the sale is finalised.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t

Is a quotation the same as a sales invoice?<\/h3>\n\t\t\t\t\t
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No. A quotation is used before the sale is confirmed to communicate proposed pricing and terms. A sales invoice records the actual billing transaction after the sale is confirmed.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t

Is this page the same as myBillBook's quotation format pages?<\/h3>\n\t\t\t\t\t
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No. This feature page explains how quotations are created and managed inside myBillBook. The quotation format pages focus on downloadable Word, Excel, PDF and business-specific quotation templates.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t

Who can use quotations or estimates in myBillBook?<\/h3>\n\t\t\t\t\t
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Retailers, wholesalers, distributors, service businesses, contractors and other businesses that need to share pricing with customers before issuing a final invoice can use the feature.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n

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