Create professional quotes or proforma invoices, share them with a private link, and get customer approval instantly!

Create professional quotes quickly, send them to your customers with a unique link, and receive approval or rejection directly from your customer.

Quote & Proforma PDF helps businesses and professionals create quotes and proforma invoices, generate professional PDFs, share quotes, and manage the entire customer approval process in one place.

🔗 SHARE YOUR QUOTE WITH A LINK

After creating your quote or proforma invoice, generate a unique link and share it with your customer. Your customer can view the quote directly through the link without installing any app.

Your customer can:
✓ View the quote in detail
✓ Select the products or services they want in option-based quotes
✓ Choose from the packages you offer in package-based quotes
✓ Approve or reject the quote
✓ Provide a reason when rejecting a quote
✓ Sign the quote with their name and digital signature when approving

Get notified when your customer views, approves, or rejects your quote.

📋 3 DIFFERENT QUOTE TYPES

You don't have to use the same quote format for every customer.

Standard Quote
Create professional quotes with product and service items, discounts, taxes, notes, and validity dates.

Package Quote
Offer your products and services in different packages. Set the package price based on the total of its items or define a fixed package price.

Selectable Quote
Offer alternative products and services. Your customer can select the items they need after receiving the quote and customize the final offer.

📄 PROFESSIONAL PDF QUOTES

Create your quotes in professional PDF format. Choose from multiple PDF templates and select the design that best fits your business.

Add your company information, logo, bank account details, and digital signature to make your quotes look professional and consistent with your brand.

👥 CUSTOMER MANAGEMENT

Manage all your customers in one place. Save customer names, company information, email addresses, phone numbers, addresses, and tax details.

Easily select existing customers when creating a quote or add a new customer whenever needed.

🛍️ PRODUCT & SERVICE MANAGEMENT

Save the products and services you use frequently. Manage units, prices, tax rates, categories, and currencies.

Quickly add your saved products and services to your quotes.

Save frequently used quote items as templates and reuse them whenever you need.

📊 TRACK YOUR QUOTES

Track your quotes by status, including draft, sent, approved, rejected, and expired.

Use the dashboard to monitor quote counts, revenue information, status distribution, and conversion rates.

Keep track of quotes waiting for a response with reminders so you never miss an opportunity.

🔔 REAL-TIME NOTIFICATIONS

Get notified when your customer views, approves, or rejects your quote.

Easily keep track of quotes that are waiting for a response.

✏️ EDIT & DUPLICATE

Edit and resend rejected or expired quotes.

Duplicate existing quotes to quickly create new ones without starting from scratch.

Quote & Proforma PDF is more than just a PDF generator. It helps you create professional quotes, deliver them to your customers, and manage the approval process from start to finish.

Create your quote. Share your link. Let your customer review it. Get your approval.

Quote & Proforma PDF – Professional quotes, faster customer approvals.

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