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Quotation & Proforma

Menu Sales → Proforma Invoices (`/invoice/proforma-invoice`). Create quotations/proformas for customers, approve drafts, print/share, and Generate Sales Invoice when the deal is ready. Often follows a Sales Order and sits before the final Sales Invoice.

List

Quotation & Proforma List

The list page helps users scan quotations and proformas, filter by status, search by customer or document number, and open preview, edit, copy, download, or share.

Overview & toolbar

  • Page heading for Quotation or Proforma with overview KPI strip where available
  • Search by customer name, document number, or document details as supported
  • Primary CTA to create a new quotation or proforma
  • Toggle table and card view when both layouts exist
  • Empty state guides the user to Create New

Product screenshot coming soon

The list is the control panel for proposal documents before they become invoices.

Columns & useful status signals

  • Typical columns: Customer Name, Document Details, Status, Amount, Due Date, Actions
  • Status helps separate Draft, Sent, Confirmed, Expired, or already Converted documents depending on product rules
  • Rows may show indicators when a Relative Order or converted invoice already exists
  • Card view highlights document number, customer, amount, and current state

Product screenshot coming soon

List view is where teams quickly spot which documents need follow-up or invoice conversion.

Row actions

V

View

Open Preview for PDF, sharing, relative order, and convert-to-invoice.

E

Edit / Copy

Edit the document or copy it into a new quotation/proforma.

D

Download / Share

Use preview for PDF download, WhatsApp, and Email.

X

Delete

Delete when business rules allow removal.

Related features

Overview

What is Quotation & Proforma?

Quotation and Proforma are customer-facing sales documents you send before the final Sales Invoice. They follow the same sales-side logic as Sales Order: customer party selection, sales prices, tax and totals, share-ready previews, relative Sales Order links, and convert-to-invoice flow.

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Create

Create Quotation & Proforma

Create Quotation and Proforma follows the same sales-side pattern as Sales Order: customer billing, sales dates, item lines with sales prices, tax, discounts, totals, and Save as Draft or Create.

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Preview

Preview, Templates & Share

Preview is the main working screen for quotation and proforma: choose templates, download or print PDF, share by WhatsApp or Email, open relative Sales Order, and convert to Sales Invoice.

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Related

Relative Sales Order

When a quotation or proforma is linked to a Sales Order, preview shows the relative order so users can jump back to the original commitment and compare customer, items, quantities, and totals.

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Convert

Convert to Sales Invoice

Once the customer accepts the quotation or proforma, users can convert it to Sales Invoice so the commercial proposal becomes the final bill with carried-over customer, items, prices, tax, and totals.

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Ready to try Quotation & Proforma List?

Jump into Billoxy and see it in action on your own data.

Open Proforma Invoices