Can I convert a quotation to an invoice?

Yes. Convert any approved quotation to a GST invoice with one click. All line items, taxes, and customer details carry over — no re-entry needed.

What is the difference between a quotation and proforma invoice?

A quotation is a price estimate sent before confirmation. A proforma invoice is a preliminary bill sent before delivery or payment. ReadyBooks supports both with distinct numbering and workflows.

Can I track which quotes were accepted or rejected?

Yes. Track quotation status — draft, sent, accepted, rejected, or converted to invoice. See your win rate and average deal size.

Do quotations include GST?

Yes. Quotations include full GST breakup (CGST, SGST, IGST) based on place of supply, so your customer sees the exact final amount.

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QUOTATIONS & ESTIMATES

Win more deals with professional quotations

Create polished quotations and proforma invoices in seconds. Convert to GST invoice with one click when the deal closes. Track every quote from sent to won.

Quote-to-invoice workflow

From the first estimate to the final invoice, ReadyBooks streamlines your entire sales cycle.

Professional quotations

Create branded quotations with your logo, GST breakup, terms and conditions, and validity period. Share as PDF via email or WhatsApp.

Proforma invoices

Generate proforma invoices for advance payments or pre-delivery billing. Distinct numbering series keeps your records clean.

One-click conversion

Convert accepted quotations or proforma invoices to final GST invoices with one click. All details carry over automatically.

Share instantly

Send quotations via email or WhatsApp directly from ReadyBooks. Track when the customer views your quote.

Status tracking

Track every quotation — draft, sent, accepted, rejected, or converted. Know exactly where each deal stands.

Win rate analytics

See your quotation conversion rate, average deal size, and time-to-close. Make data-driven improvements to your sales process.

Why businesses choose ReadyBooks for quotes

Stop sending quotations from Excel. Get a professional, trackable workflow.

Close deals faster

Send professional quotes in minutes, not hours. One-click conversion means no delay between acceptance and invoicing.

No duplicate data entry

Every field from the quotation flows into the invoice. Customer, items, taxes, discounts — everything converts automatically.

Look professional

Branded quotations with proper GST breakup and terms. First impressions matter — your quotes should look as good as your work.

Track your pipeline

See all outstanding quotes, their status, and total potential revenue. Know what is likely to convert and plan accordingly.

From first quote to final payment

ReadyBooks connects your entire sales flow — from the initial quotation through proforma invoice to final GST invoice and payment collection. Every step is tracked, and every conversion carries data forward.

For businesses that send dozens of quotes a month, this eliminates hours of manual work. No more copying data between Excel and your invoicing tool. One system, one workflow, zero data re-entry.

Frequently asked questions

Start sending professional quotations

Create your first quotation in under a minute. Convert to invoice when the deal closes. Free — no credit card required.