BeeQube Documentation

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Quotations ​

The Quotations module lets you prepare and send price quotes to prospects before a sale is finalized. A quotation lists products/services, quantities, rates, and terms. Once approved, you can convert it to an invoice without re-entering details.

Create a New Quotation ​

  1. Go to Quotations → New Quotation.
  2. Enter header details:
    • Customer
    • Quote Date and Expiration Date
    • (Optional) Currency, Price List, Salesperson, Reference/PO No.
    • (Optional) Payment Terms, Delivery Terms, Notes
  3. Add line items for each product/service:
    • Item / Description
    • Quantity, Rate
    • (Optional) Discount (line-level or overall)
    • Tax (if applicable)
  4. Review Subtotal, Tax, Shipping/Adjustments, and Total (auto-calculated).
  5. Click Save.

Preview & Send ​

  • Open the quotation → Preview to check formatting and totals.
  • Click Save & Send to email a PDF to the customer (or Save to keep a draft).
  • You can also Download PDF or Print.

Convert to Invoice ​

  • When the customer accepts, open the quotation → Convert to Invoice.
  • A new invoice is created with the same items, prices, and terms.
  • Review, Send or Finalize the invoice as usual.

Statuses & Actions ​

  • Statuses: Draft, Sent, Accepted, Declined, Expired, Converted.
  • Common actions: Edit, Duplicate, Email, Share link, Download PDF, Print, Delete.

Tips ​

  • Set an Expiration Date to encourage timely decisions.
  • Use Price Lists for customer-specific pricing.
  • Add clear Notes/Terms (delivery timelines, warranty, payment terms).