Quotation software
that converts to billing.
Create professional quotes from your saved catalog, track every status change, and convert accepted work into an invoice with one click — because it's the same workspace, not a separate tool.
Quote Q-0142
Acme Corp · Web Design
Acme Corporation
Sent to contact@acme.com
Draft
Sent
Accepted
Quote Total
USD
$4,300.00
Quote viewed!
2 minutes ago
Approved via email
By acme@corp
Shorten the gap between yes and paid
Build quotes from real business records
Choose the customer, saved line items, quantities, taxes, expiry date, and related deal so the quote reflects the work you are actually trying to win. Pull from your catalog so pricing stays consistent.
Share and track the response
Send or download the quotation as a professional PDF. Keep status changes visible so the team knows what is pending, accepted, expired, or ready to revise at a glance.
Convert accepted work into an invoice
When a customer says yes, turn the quotation into an invoice without retyping the customer, line items, tax, or totals. One click moves you from accepted quote to billable invoice.
Keep the quote, approval, and invoice connected from the start
Quote Q-0142
Acme Corp · Web Design
Acme Corporation
Sent to contact@acme.com
Draft
Sent
Accepted
Quote Total
USD
$4,300.00
Quote viewed!
2 minutes ago
Approved via email
By acme@corp
Build quotes from customers, items, and deal context
Use saved products and services to keep pricing and descriptions consistent across every quote. Attach a quote to a deal when the opportunity already exists in CRM, so your sales process stays connected from first contact to signed agreement.
Track sent, accepted, expired, and revised states
Share a customer-facing quote without leaving the workspace. Keep customer details and quote history close together so you always know the current status of every quotation.
Move from approved quote to invoice seamlessly
Reduce errors caused by copying accepted work into a new document manually. Keep the quote-to-cash trail visible from first price quote to final payment with full traceability.
From first price to invoice without rebuilding the job
New Quote
Drafting for John Doe
UI/UX Audit
Qty: 1
$850.00
Dashboard Redesign
Qty: 1
$2,400.00
Add Line Item
Catalog Synced
Prices auto-filled
Linked to CRM
John Doe (Acme Corp)
Create professional quotes from real data
Use saved customer records, product catalogs, and pricing to build accurate quotes in minutes. Preview totals, apply taxes, and set expiry dates before the quote reaches your customer.
Share and track with full visibility
Send quotes as PDFs or share links directly from the workspace. Track who has viewed, accepted, or let a quote expire so you know exactly when to follow up.
Attach quotes to CRM deals
When a quote is part of an active sales opportunity, attach it to the deal. Your team sees the full picture from first contact to accepted quotation.
From the blog
Articles to help you create better quotes and close deals faster.
July 14, 2026
How to Build a Sales Pipeline for a Small Business
A sales pipeline turns a messy list of prospects into a repeatable process. Here's how to design one that fits a small business — stage by stage — without over-complicating it.
July 10, 2026
Lead Management for Small Businesses: A Practical Guide
Capturing leads is easy. Managing them so none fall through the cracks is where most small businesses struggle. This guide covers a simple, repeatable lead management process.
July 6, 2026
CRM vs Spreadsheet: When Your Business Has Outgrown Excel
Spreadsheets are where every business starts tracking customers — and where many quietly start losing them. Here's how to tell when it's time to move from a spreadsheet to a CRM.
Frequently asked questions
Common questions about quotations with Qyri.
Choose a customer, add saved products or services from your catalog, set quantities and taxes, and preview totals before sending. Everything is in one workspace, no switching between tools.
Yes. When a customer accepts your quote, convert it to an invoice with one click. All line items, taxes, and totals carry over automatically—no retyping required.
Yes. Track sent, accepted, expired, and revised states so your team always knows where each quote stands. No more wondering if a customer received or reviewed your proposal.
Yes. When an opportunity already exists in CRM, attach the quote to the deal for full visibility from first contact to closed and invoiced.
Yes. Share a customer-facing quote as a professional PDF or send it directly from the workspace. Customers can view, print, or save the quote.
Yes. Set an expiry date on any quote. When the date passes, the quote status updates automatically so your team knows it needs revision.
Yes. Create a revised version of any sent quote. The original and revised versions are both tracked so you maintain a clear history.
Yes. Create quotes in different currencies for customers who prefer to transact in their local currency.
Yes. Apply taxes to individual line items or the entire quote. Tax calculations are automatic and accurate.
Customers can accept your quote through a shared link, by email confirmation, or you can mark it as accepted on their behalf after verbal agreement.
Turn yes into paid faster
Start for free and send your first professional quote today.