Prepare professional quotations, track which ones are still open, and convert approved quotes into invoices without retyping everything. Already built and configured around how you quote and bill.
Service businesses and traders often prepare quotes in Word or Excel, send them by email or WhatsApp, and then recreate the same details when the customer accepts. Follow-up on open quotes is informal, and conversion to invoice is a second round of typing.
This system keeps quotations and the path to invoice in one place. You prepare a quote, track its status, and convert an approved one into an invoice so the line items and totals carry over. Follow-up on open quotes becomes visible rather than depending on memory.
If your main need is invoicing and payment tracking without a quotation stage, see the Billing & Invoicing Management System. For broader sales and purchase records, see the Sales & Purchase Management System.
Choose the software.
Discuss your requirements: quote layout, validity, conversion rules.
Configure the system: branding, fields, statuses and user roles.
Add business information: customers, items and terms.
Deploy for your team.
Guidance and training on quoting and conversion.
Support and maintenance after launch.
Every business works differently. Code Vise can configure the system to your quotation layout, validity rules and conversion process. Additional features or changes are discussed where needed, with scope agreed up front.
Yes. Approved quotations can be converted so you do not re-enter the same details.
Yes. Status and follow-up information help you see what is pending.
No. This system focuses on quotations and the path to invoice. The Billing system is built around invoicing and payments.
Yes. Configuration, deployment, training and support are part of the process.
Talk to Code Vise about how you quote and bill, and request a demonstration.