Billoxy · Features
DesktopQuotation & 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.
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.
What you can do
- List all Quotation and Proforma documents with overview KPIs, search, status filters, and table/card views
- Create them with Party types Customer and Customer + Supplier only
- Load line sales price from the item by unit and conversion rate
- Use the same sales-style tax, discount, totals, and customer billing flow as Sales Order
- Preview PDF templates, download, print, and share by WhatsApp or Email
- Open Relative Order when this quotation/proforma was created from or linked to a Sales Order
- Convert the quotation/proforma to Sales Invoice when the customer confirms
- Set notifications for 3 days before due date, on due day, and 1 day after due date through WhatsApp, SMS, and Email (configure in Settings)
Product screenshot coming soon
Ideal for sales teams
Same sales logic
Same party filter and sales-price loading as Sales Order.
Order-aware
Open the relative Sales Order when this document came from one.
Invoice-ready
Convert the confirmed quotation/proforma directly to Sales Invoice.
Due-date reminders
Remind by WhatsApp, SMS, and Email before, on, and after due date.
Train end users to think of Quotation/Proforma as the same customer-and-price flow as Sales Order, but focused on customer-facing proposal documents before the final bill.
Frequently asked
Is this different from Sales Order?+
The selling logic is almost the same: Customer / Customer+Supplier parties, sales prices, tax, preview, and convert. The main difference is document purpose: Quotation/Proforma is customer-facing before final billing, while Sales Order is the order commitment. See Sales Order.
Can I open the related order from proforma?+
Yes. When the proforma/quotation has a linked order, preview shows Relative Order so the user can jump back to the Sales Order.
Related features
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.
View featureCreate 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.
View featurePreview, 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.
View featureRelative 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.
View featureConvert 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.
View featureReminder Notifications
Quotation and Proforma reminders are based on due date timing: 3 days before, on due day, and 1 day after — through WhatsApp, SMS, and Email configured in Settings.
View featureReady to try What is Quotation & Proforma??
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