Can an invoice be used as a quotation?

Not exactly. While both provide cost estimates, a quote is more informal and used earlier in the sales process. A proforma invoice is more formal and typically used once terms are agreed upon, especially in international transactions.

What is the difference between a proforma invoice and a quotation?

A quote isn't a done deal and there is no expectation of payment. A proforma invoice is sent after the prices have been agreed upon. Even though a proforma invoice is sent when payment is expected, payments can't be made on it and it needs to be converted into a finalised invoice.

Do you pay for the invoice or the quotation?

A quote estimates costs before work begins; an invoice requests payment after it's done. Knowing when and how to use each helps you stay organized, get paid faster, and build client trust.

What comes first, an invoice or a quotation?

A quote is always given before the work is started. It details how much a job or project will cost and the materials or services involved. An invoice comes after the work is complete, and when payment is due.

Is quotation the same as proforma invoice?

A quote isn't a done deal and there is no expectation of payment. A proforma invoice is sent after the prices have been agreed upon. Even though a proforma invoice is sent when payment is expected, payments can't be made on it and it needs to be converted into a finalised invoice.

What is invoice and quotation?

A quote is provided before work begins and details the estimated cost of goods or services. An invoice is issued after the work is completed, requesting payment for those goods or services. Quotes help in understanding the potential cost, while invoices serve as a formal bill for the completed transaction.

What is the difference between an invoice and quotation?

A price quote is issued before the delivery of goods, services, or before a project starts, and details the projected costs. An invoice is issued after the delivery of goods, services or after a project is completed and details all accrued costs.

Electronic Signature
Features
Invoice templates
Create Quotation Invoice Effortlessly

Create and Manage Your Quotation Invoice Effortlessly

airSlate SignNow simplifies document sending and eSigning, providing a cost-effective solution for your business needs.

Sign documents online

Learn more

Collect payments & signatures

Learn more

Add wet ink signature online

Learn more

Sign documents on iPhone or iPad

Learn more

Award-winning eSignature solution

Move your business forward with the airSlate SignNow eSignature solution

Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.

Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.

Organize multiple documents in groups and automatically route them for recipients in a role-based order.

Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.

Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.

Create teams within airSlate SignNow to securely collaborate on documents and templates. Send the approved version to every signer.

See airSlate SignNow eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

Try airSlate SignNow with a sample document

Complete a sample document online. Experience airSlate SignNow's intuitive interface and easy-to-use tools
in action. Open a sample document to add a signature, date, text, upload attachments, and test other useful functionality.

sample

Checkboxes and radio buttons

Try a sample document

sample

Request an attachment

Try a sample document

sample

Set up data validation

Try a sample document

Understanding Quotation Invoices

A quotation invoice is a document that outlines the estimated costs for goods or services before a transaction occurs. It serves as a formal proposal to potential clients, detailing pricing, terms, and conditions. This document is essential for businesses to provide clarity and build trust with customers. By using airSlate SignNow, users can create a quotation invoice quickly, ensuring that all necessary details are included to facilitate a smooth transaction.

Creating a Quotation Invoice with airSlate SignNow

To create a quotation invoice using airSlate SignNow, users can start by selecting a template that fits their business needs. The platform allows for easy customization, enabling users to input specific details such as:

Client information
Itemized list of products or services
Pricing and discounts
Payment terms
Validity period of the quotation

Once the information is filled in, users can save and send the quotation invoice directly to their clients for review.

Benefits of Using Quotation Invoices

Quotation invoices offer several advantages for businesses, including:

Clarity: They provide a clear breakdown of costs, helping clients understand what they are paying for.
Professionalism: A well-structured quotation invoice enhances the business's image and fosters trust.
Record Keeping: They serve as a formal record of the proposed transaction, which can be referenced later.
Negotiation Tool: Clients can use the quotation invoice to negotiate terms before finalizing the deal.

Sending Quotation Invoices for Approval

Once a quotation invoice is created, sending it for approval is straightforward with airSlate SignNow. Users can easily share the document via email or a secure link. The platform supports electronic signatures, allowing clients to approve the quotation directly. This process not only speeds up transaction times but also ensures that all parties have a signed record of the agreement.

Tracking Quotation Invoice Status

Tracking the status of a quotation invoice is essential for effective follow-up. airSlate SignNow provides features that allow users to monitor whether the document has been viewed, signed, or requires further action. This capability helps businesses stay organized and responsive, ensuring they can follow up with clients in a timely manner.

Customizing Quotation Invoices for Different Clients

Customization is key when it comes to quotation invoices. With airSlate SignNow, users can tailor each invoice to meet the specific needs of different clients. This may include adjusting pricing, adding personalized notes, or incorporating branding elements. Such customization not only enhances the client experience but also increases the likelihood of securing the deal.

airSlate SignNow solutions for better efficiency

Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to quotation invoice.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and quotation invoice later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly quotation invoice without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to quotation invoice and include a charge request field to your sample to automatically collect payments during the contract signing.

Collect signatures

24x

faster

Reduce costs by

$30

per document

Save up to

40h

per employee / month

Our user reviews speak for themselves

Kodi-Marie Evans

Director of NetSuite Operations at Xerox

airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

Check 5000+ reviews

Samantha Jo

Enterprise Client Partner at Yelp

airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

Check 5000+ reviews

Megan Bond

Digital marketing management at Electrolux

This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

Check 5000+ reviews

be ready to get more

Why choose airSlate SignNow

Free 7-day trial. Choose the plan you need and try it risk-free.
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.

Start free trial

How to generate a quotation invoice using airSlate SignNow

Generating a quotation invoice has never been simpler with airSlate SignNow. This platform provides an intuitive interface that enables businesses to effectively manage their documents and signatures. With its powerful features and clear pricing, airSlate SignNow is an excellent choice for small to medium-sized enterprises aiming to optimize their invoicing workflow.

Instructions to generate a quotation invoice

Launch your web browser and go to the airSlate SignNow website.
Sign up for a free trial or log into your current account.
Choose the document you wish to sign or send for signatures.
If you intend to reuse this document, save it as a template for future reference.
Open your document and make necessary adjustments, such as adding fillable fields or inserting specific details.
Sign the document and allocate signature fields for your recipients.
Click 'Continue' to set up and send an eSignature invitation.

By using airSlate SignNow, businesses can achieve a substantial return on investment due to its all-inclusive features designed for budget-aware users. The platform is built for easy scalability, making it appropriate for small and mid-market organizations. Furthermore, users have the advantage of straightforward pricing without hidden costs and outstanding 24/7 support across all paid tiers.

Begin enhancing your invoicing process today with airSlate SignNow and discover the advantages of effective document management. Register now!

How it works

Upload a document

Edit & sign it from anywhere

Save your changes and share

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online

Generate templates of your most used documents for signing and completion.

Learn more

Create a signing link

Share a document via a link without the need to add recipient emails.

Learn more

Assign roles to signers

Organize complex signing workflows by adding multiple signers and assigning roles.

Learn more

Create a document template

Create teams to collaborate on documents and templates in real time.

Learn more

Add Signature fields

Get accurate signatures exactly where you need them using signature fields.

Learn more

Archive documents in bulk

Save time by archiving multiple documents at once.

Learn more

Connect airSlate SignNow to your apps

Check out airSlate SignNow integrations

Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

Learn more about security

be ready to get more

Get legally-binding signatures now!

Start your free trial

FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

What active users are saying — quotation invoice

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

This service is really great! It has helped...

5

anonymous

This service is really great! It has helped us enormously by ensuring we are fully covered in our agreements. We are on a 100% for collecting on our jobs, from a previous 60-70%. I recommend this to everyone.

Read full review

I've been using airSlate SignNow for years (since it...

5

Susan S

I've been using airSlate SignNow for years (since it was CudaSign). I started using airSlate SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

Read full review

Everything has been great, really easy to incorporate...

5

Liam R

Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

Read full review