Professional quotations
Present items, quantities, rates, taxes, discounts, validity dates, and terms in a clear document.
Quotations
Create clear quotations and move to invoicing faster
Prepare consistent estimates for customers, reuse saved products and services, and convert approved quotations into invoices without duplicate entry.
A better process before the sale
Keep pricing, customer details, taxes, terms, and notes together in a professional document your team can find and reuse.
Faster repeat work
Select saved customers and products instead of entering the same information for every quotation.
Simple conversion
Move an accepted quotation into the invoice workflow while keeping its original commercial details.
Organized history
Review draft, issued, accepted, and converted documents from one searchable list.
Create a quotation right here
Fill in the form and the document builds itself below. Download it as PDF or print it. Nothing is saved on our servers.
Preview
| # | Description | Qty | Price | Tax | Amount |
|---|
A clear four-step workflow
Each part follows the same practical patterns used throughout TopNote, making it easier for teams to learn and work consistently.
- 01
Choose the customer
Select an existing customer or create one while preparing the quotation.
- 02
Add products or services
Enter quantities, units, rates, tax details, discounts, and descriptions.
- 03
Review and share
Preview the final document, print it, or provide a PDF copy to the customer.
- 04
Convert when approved
Continue to invoicing without rebuilding the document from the beginning.
See it working in your business
Try the system yourself or book a guided demonstration with our team.