Quotation software

Create quotations, then turn accepted work into invoices.

Invofolio keeps estimates, proposals, invoices, clients, projects, and payment records connected so approved work can move through billing without retyping.

Step 1

Create the quotation

Add the client, project, line items, terms, tax, discount, and payment details for the proposed work.

Step 2

Send a clean document

Export a PDF or use a client-friendly public link so the quote is easy to review without another login.

Step 3

Convert accepted work

When the work is approved, turn the quotation into an invoice while keeping the core details intact.

Useful before the invoice exists.

A quotation is often where the billing record starts. Invofolio helps keep that early document connected to the later invoice, payment record, and receivables view.

Start free

Can Invofolio create quotations and invoices?

Yes. Invofolio supports both quotations and invoices in the same workspace.

Does quote-to-invoice conversion keep the same details?

Yes. The accepted quotation can carry client, project, and line-item details into the invoice workflow.

Is this full proposal software?

No. Invofolio focuses on practical quotation and billing documents, not long-form proposal automation.