Prepare the quote
Create a quotation for project scope, timeline, line items, tax, discount, and client-facing terms.
Invofolio keeps the billing workflow close to the work itself: quotations, invoices, client records, project numbering, payment records, PDF exports, public links, and receivables visibility in one focused workspace.
Start freeCreate a quotation for project scope, timeline, line items, tax, discount, and client-facing terms.
Switch between 12 invoice and quotation templates while keeping the same numbers, client details, and line items.
Record payments and review receivables so unpaid balances do not disappear into another spreadsheet.
Yes. Invofolio templates support both invoice and quotation output, so documents can stay visually consistent across the billing workflow.
Yes. Numbering sets help organize invoice and quotation numbers around the way a workspace operates.
A quotation can be converted or linked with invoices so approved work can stay connected to one or more billing records.
No. Invofolio focuses on practical quotations and billing documents, not long-form proposal automation.