From quote to invoice, without retyping a thing
Create quotes in minutes, track their status and turn them into an invoice with one click — one by one or in bulk.
- Quotes
- Convert to invoice
- Status tracking
- Bulk creation
Quotes
+ New quoteQuotes
96
Accepted
61
Converted
54
Quotes that don't slip through the cracks
The usual problems
Loose quotes over email
PDFs sent by email, with no control or centralized version.
You don't know if they've seen it
Sending a quote with no idea whether the customer has opened it or will accept it.
Repeating similar quotes
Retyping by hand a quote almost identical to last week's.
Losing track of status
Not remembering which quotes are pending, accepted or expired.
Invoicing wrong from manual copying
Turning the quote into an invoice by hand and getting a line or a price wrong.
How Zynvio solves it
Quotes in minutes
Create a quote with line items, prices and taxes, ready to send.
Templates
Reuse previous quotes as a starting point for new ones, without writing from scratch.
Duplicate quote
Copy an existing one and adjust what changes in seconds.
Validity and expiration
Set how long each quote stays valid.
Status tracking
Draft, sent, accepted or rejected, always visible.
Convert to invoice
Turn an accepted quote into an invoice with one click, without re-entering data.
Bulk invoicing
Invoice several accepted quotes at once.
Online customer acceptance · In development
The customer approves the quote from a link, with no printing or signing by hand.
Follow-up automations
Automatic reminders for sent quotes that have gone quiet.
Connect your tools via API
Every quote stays connected to the customer record and to your e-invoicing, with no duplicated data across modules.
- The quote uses the tax and contact details already stored in Clients.
- Once accepted, it becomes a VERI*FACTU-compliant invoice without retyping anything.
- The customer history shows their quotes alongside their invoices and payments.
- Token API to query and create quotes from other systems.
Automate your workflows
Fewer manual tasks between sending a quote and collecting the invoice.
- Automatic reminders for sent quotes with no response.
- One-click conversion to invoice on acceptance.
- Bulk invoicing of all accepted quotes in a single step.
- Numbering and customer details filled in automatically when invoicing.
Who it's for
Services and B2B
Quote projects and turn them into an invoice when the deal closes.
What you gain
Quotes ready in minutes, without starting from scratch every time.
You always know what's pending, accepted or rejected.
The invoice comes from the quote without retyping anything.
Invoice several accepted quotes at once.
Fewer forgotten quotes thanks to automatic follow-up.
Frequently asked questions
Can I convert a quote into an invoice automatically?
Yes. With one click, an accepted quote becomes a VERI*FACTU-compliant invoice, without re-entering the data.
Can I invoice several quotes at once?
Yes. You can select several accepted quotes and generate their corresponding invoices in a single operation.
Can the customer accept the quote online?
Online acceptance via a link is on the roadmap. Today you can manually set the quote status (sent, accepted, rejected).
Can I duplicate a previous quote?
Yes. You can duplicate any existing quote and adjust only what changes, instead of creating one from scratch.
Do quotes have an expiration date?
Yes. You can set the validity of each quote so it's clear how long the terms hold.
Explore more modules
Turn your operation into a connected system
Request a demo and see Zynvio in action.