What makes a quote win
Customers compare quotes quickly. The ones that win are easy to understand: a clear description of what is included, one total, an obvious date until which the price holds, and a simple way to say yes. Each SmallKits template is built around that, with an acceptance signature block you can switch on in one click.
From yes to invoice
When the customer accepts, open the document from Documents and choose “Make invoice”. The customer and every line come across, the invoice gets its own number, and the link back to the quote is kept. Estimates can also become sales orders, and proposals can become a deposit proforma.
Validity dates
Prices change. Each quote, estimate and proposal has a valid-until date filled in from your standard validity period (30 days unless you change it), so you are never held to an old price.
Updated 2026-10-29