Quotations
The quote you sent and the invoice you raise should be the same document at two points in time โ not two documents typed twice.
Included on the Starter plan and above.
Why Choose This
Quotations carry the same line items, tax treatment and totals as your invoices. When a customer accepts, the quote converts, so what you billed matches what you quoted.
Convert instead of retyping
An accepted quotation becomes an invoice or a sales order with its line items and tax intact, and the link back to the quote is kept.
Know where each quote stands
Draft, sent, negotiating, accepted, rejected, expired โ the status reflects what the buyer actually did, not what you last remembered.
Revisions without confusion
Revising a quote keeps a history rather than overwriting it, so you can see what changed between version one and version three.
Validity that expires on its own
Set a valid-until date and a quote moves to expired when it passes, so an old price cannot be accepted months later.
How It Works
Get started in just a few simple steps
Build the quote
Same builder as an invoice โ customer, line items, GST rates, discounts and terms โ so the numbers are already correct.
Send it
Email the PDF or share a link. The status moves to sent, and the validity clock starts from the date you set.
Handle the response
Record acceptance, a counter-offer or a rejection. Revise and resend if the customer negotiates, keeping the earlier version in history.
Convert on acceptance
Turn the accepted quote into an invoice or a sales order, carrying the lines across unchanged.
Feature Deep Dive
Everything you need for seamless compliance
Quote to invoice conversion
One action turns an accepted quotation into an invoice with the same line items, tax and totals, and records that the invoice came from that quote.
Quote to sales order
Where fulfilment comes before billing, convert to a sales order first and invoice from there.
Revision history
Each revision is retained rather than replacing the last, so a negotiation can be reconstructed later.
Buyer response tracking
Accepted, countered and declined are recorded against the quotation alongside its top-level status, kept in step with each other.
Validity dates
A valid-until date is printed on the document and drives expiry, so quotes do not stay open indefinitely.
Approval step where needed
Quotations can require internal approval before they go out, for teams where a discount needs a second pair of eyes.
Same GST treatment as invoices
Place-of-supply logic, valid GST slabs and round-off behave identically, so the tax on the quote is the tax on the bill.
WeSaveTax vs Others
See how we compare on what matters most
| Feature | WeSaveTax | Word / PDF quotes | Standalone quoting tools |
|---|---|---|---|
| Converts to an invoice directly | Partial | ||
| Revision history retained | Manual | Partial | |
| Validity date drives expiry | Partial | ||
| Buyer response recorded | Partial | ||
| Same GST engine as invoices | |||
| Internal approval before sending | Partial |
Frequently Asked Questions
Quick answers to common questions
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