Quotes & Invoicing
From quote to confirmed order – without the paperwork
Build a line-item quote from your product catalogue, send it to the customer as a PDF, and convert it to a confirmed order with a single click. All inside EasyCRM, right on the deal.
Quote builder
A line-item quote in minutes
Add products from your catalogue, set quantity, unit price, and tax rate. EasyCRM calculates each line total and the overall quote value automatically – no manual maths, no spreadsheet.
- Line items with quantity, price, and tax rate
- Section headings to structure multi-part quotes
- Automatic recalculation of line totals and overall value
- Pick from your product catalogue with preset pricing
PDF & sending
A professional quote, ready to download and send
Download the finished quote as a PDF with one click. Your customer receives a professionally formatted document with your line items, totals, and contact details. Track quote status right inside EasyCRM – draft, sent, accepted, declined, or expired.
- One-click PDF export directly from the quote
- Quote statuses: draft, sent, accepted, declined, expired
- Full change history with timestamps
- Quote linked to its deal and contact in the pipeline
Convert to order
Once the customer says yes – the order is right there
When a quote is accepted, convert it to a confirmed order with one click. EasyCRM generates an order number, records the transition from quote to order, and tracks it through a guided status flow – from confirmed through fulfilment to completed.
- Convert an accepted quote to an order with one click
- Auto-generated order number (ORD-YEAR-NNNNN)
- Guided order status flow: confirmed, in progress, completed
- Orders and quotes kept in separate, clearly labelled lists
Why quotes in EasyCRM
Benefits you will feel every single day
- Quote built right on the deal – no tool switching
- Customer receives a PDF with your branding and line items instantly
- No manual calculation – EasyCRM recalculates automatically
- Full audit trail: who created it, when it was sent, when accepted
- Total open quote value visible on the dashboard
- Smooth transition from quote to order with no re-entry of data
Works together with
Quotes are connected to the whole of EasyCRM
Sales pipeline
Create a quote directly from the deal card and track its status without leaving the pipeline.
Learn moreContacts & relationships
Every quote is linked to a contact or company – see the full quote history on one card.
Learn moreReports & lead scoring
Track total quote value and count by status in your sales activity reports.
Learn moreFrequently asked questions
Questions about quotes and invoicing
Start sending professional quotes today
Your first quote is ready in minutes. No spreadsheet chaos, no credit card required.