INSIGHTS

From Quotation to Invoice

Review line items, dates and calculations before sending a document.

Quotation Generator workspace showing an example
Practical workflow illustration. Review your own output before using it.

Separate the purpose

A quotation proposes a price; an invoice requests payment. Use Convert to keep line items while changing document type, then review numbering, dates and terms.

Review the arithmetic

The tool multiplies quantity by unit price, applies a fixed discount to the subtotal and calculates your tax percentage on the discounted amount. Line totals and tax round to two decimals.

Save a PDF locally

Use Print / Save PDF and choose your browser PDF destination. Optional drafts stay in this browser until deleted. They are not a backup.

Check local requirements

Add required business identifiers yourself. This tool does not determine tax rates or certify legal compliance.

Try the workflow

Quotation Generator

What are you ready to build?

Tell us about your business and the problem you want to solve.