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Updates

Complete Quotation and Estimate Management System

man in black jacket wearing black fitted cap while using phone

WeFiscalise now supports comprehensive Quotation and Estimate management, giving you full control over your pre-invoice documentation.

  • Create, edit, and manage professional quotations with teal-themed PDF output

  • Set validity periods with automatic expiry status tracking

  • Convert quotations to fiscal invoices with one click

  • Track status: ACTIVE, EXPIRED, CONVERTED, CANCELLED

  • Create, edit, and manage estimates with amber-themed PDF output

  • Professional disclaimer "NOT A BINDING AGREEMENT" on all estimates

  • Track estimate status: ACTIVE, CANCELLED

  • Customer selection with individual/company support

  • Multi-currency support (USD/ZWG)

  • Itemized line items with tax calculations and discounts

  • Terms & conditions library with reusable templates

  • Email delivery with PDF attachments

  • Share via link, WhatsApp, Messenger, Telegram, email

  • Clone existing documents for quick creation

  • PDF download and print functionality

  • Full permission-based access control (view, edit, delete, share)

#quotations #estimates #documents #new-feature

WeFiscalise now supports comprehensive Quotation and Estimate management, giving you full control over your pre-invoice documentation.

  • Create, edit, and manage professional quotations with teal-themed PDF output

  • Set validity periods with automatic expiry status tracking

  • Convert quotations to fiscal invoices with one click

  • Track status: ACTIVE, EXPIRED, CONVERTED, CANCELLED

  • Create, edit, and manage estimates with amber-themed PDF output

  • Professional disclaimer "NOT A BINDING AGREEMENT" on all estimates

  • Track estimate status: ACTIVE, CANCELLED

  • Customer selection with individual/company support

  • Multi-currency support (USD/ZWG)

  • Itemized line items with tax calculations and discounts

  • Terms & conditions library with reusable templates

  • Email delivery with PDF attachments

  • Share via link, WhatsApp, Messenger, Telegram, email

  • Clone existing documents for quick creation

  • PDF download and print functionality

  • Full permission-based access control (view, edit, delete, share)

#quotations #estimates #documents #new-feature

man in black jacket wearing black fitted cap while using phone

Complete Quotation and Estimate Management System

Updates

Article by: B Towindo

Other updates

Other updates