Quotes & Estimates

Quotation and estimate software for small business sales

Send quotations and estimates, track approvals, and convert approved quotes into invoices — all in one sales workflow.

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Quotation software helps you win work before billing begins. Accountal lets small businesses create quotes and estimates, share PDFs, track sent and approved status, and convert approved quotes into invoices.

Reuse line items from your catalog, apply tax and terms, and keep quotes connected to the invoices they become.

01 /

Sales

Customers, quotes, and invoices in one workflow. Send quotations, convert approved quotes to invoices, and share PDFs with secure links.

02 /

Purchases

Vendors and bills for everything you owe. Manage suppliers and track payables, due dates, and payments in one place.

03 /

Items

Products and services you sell or bill for. Build a catalog once and reuse line items on quotes, invoices, and bills.

When to use quotes vs invoices

Use a quote or estimate when you are proposing work and need customer approval. Use an invoice when it is time to bill. Accountal supports both and connects them in one workflow.

Track quote statuses and approvals

Send quotes, track whether they are sent or approved, and convert approved quotes into invoices. Partial billing lets you invoice in stages when a project spans multiple payments.

Reusable line items and PDF sharing

Build a catalog of products and services, reuse them across quotes and invoices, and share quote PDFs through secure links with your branding applied.

FAQ

Frequently asked questions

Does Accountal include quotation software for small business?

Yes. Accountal includes quotes, quote PDFs, approval tracking, and quote-to-invoice conversion for small business sales workflows.

Can I use Accountal as estimate software?

Yes. You can create estimates as quotes, share them with customers, and convert approved quotes into invoices when ready to bill.

Does Accountal support invoice and quotation software together?

Yes. Quotes and invoices live in the same dashboard and share customers, line items, and document settings.

Start organizing your books today

Create a free Accountal account and manage quotes, invoices, bills, reports, and compliance in one dashboard.

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