A quotation ready to print, with a valid-until date and a line for the customer to sign.
Type the items and prices once: the quotation shows the total after any discount and tax, the date it stays valid until, and a place for the customer to accept it.
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What a quotation includes
The shop's name and phone, the customer, a number and a date, each item with its quantity and price, then any discount and tax, the total, and the date the prices hold until. The terms, such as delivery time, how to pay and what the price leaves out, go in the note line at the bottom. A number on every quotation lets the customer quote it when they order, and lets you find it.
Quotation, proforma invoice or invoice?
A quotation offers prices and waits for the customer's yes. A proforma invoice asks for payment before delivery, and is not the final invoice. The invoice records the sale once it is made. Many shops send all three for the same order, in that order; each has its own numbering here.
How long a quotation stays valid
The page sets 15 days from the quotation's date, and you can change it. When your costs move with the exchange rate, a shorter validity protects you: a quotation written at an old dollar rate is still a promise if the customer comes back weeks later.
Quotes in Dashing
In Dashing a quote becomes the invoice when the customer accepts, without typing the lines again. A quote can be priced in the other currency at a rate you type, and the invoice is then booked in the shop's own currency at that rate.
Common questions
What is the difference between a quotation and a proforma invoice?
A quotation asks the customer whether they accept these prices. A proforma invoice tells them what they will pay before delivery. Neither is a sales invoice; the sale is recorded by the final invoice.
Is the quotation saved?
The shop's details, logo, currency and number sequences are kept in your browser. The items and the customer are not, so save each quotation as a PDF when you print it.
Can I send it on WhatsApp?
Yes: as a text summary with one tap, or as a PDF you save from the print window and then send.