How To Create Quotation With Invoize

Quotations (also called price offers or estimates) are one of the most important documents in business. With Invoize, you can create, manage, and send professional quotations in just a few clicks — all directly from your WordPress dashboard.

This guide will walk you through the entire process step by step.

Requirements #

Before you begin, ensure that:

• The Invoize Pro plugin is installed and activated.
• Company information (logo, business name, address, contact details) is configured.

Create a Quotation #

Step 1: Access the Quotation Module #

1. In your WordPress dashboard, go to Invoize → Quotation.
2. Click + Create Quotation to open the creation form.

Step 2: Enter Customer Information #

1. Select a customer from the dropdown.
2. Enable Same as customer if the billing details match

Step 3: Configure Quotation Details #

1. Quotation number: Auto-generated.
2. Quotation date: Select the issue date.
3. Due date: Define the quotation validity period (e.g., 7 days).

Step 4: Add Products or Services #

1. Select products/services from your catalog.
2. Enter unit price and quantity.
3. Subtotal and total amounts are calculated automatically.

Step 5: Adjust Additional Options #

1. Currency: Choose the preferred currency.
2. Discount: Apply a fixed or percentage discount.
3. Tax: Add applicable tax rates.
4. Reminder: Set reminders for customers or admin before/after the due date.

Step 6: Select Payment Method #

1. Available methods include Bank Transfer, PayPal, and Xendit.
2. Optionally enable Auto Confirmation for automatic payment updates.

Step 7: Add Notes and Terms #

1. Notes: Add internal or customer-specific instructions.
2. Terms & Conditions: Define policies such as refund, delivery, or warranty terms.

Step 8: Save and Send #

1. Click Save Draft to keep the quotation as draft.
2. Click Publish to finalize.
3. Once published, you can send the quotation via email, export it as PDF, or share
4. it using a link.

Manage Quotations #

1. In your WordPress dashboard, go to Invoize → Quotation.

This section provides tools and quick actions for managing the quotation:

• Status Badge → Displays current status (e.g., Active, Expired).
• Download Quotation as PDF → Export and save the quotation as a PDF file.
• Print → Print the quotation directly.
• Copy Link → Share a public link of the quotation with your customer.
• Convert to Invoice → Instantly turn the quotation into an invoice.
• Send → Email the quotation directly to the customer.
• Archive → Move the quotation to your archive for record keeping.
• Created By → Shows which user/admin created this quotation.
• Reminder Settings → Automate reminders for both customer and admin before or after the due date.
• History → Activity log that records actions related to this quotation (e.g., created, sent, updated).

Best Practices #

• Always define a due date to prevent outdated offers.
• Double-check product prices, discounts, and taxes before sending.
• Use company branding for a consistent and professional look.
• Enable reminders to follow up automatically with clients.

Contact Us #

Support: If you have any questions, need assistance, or would like to share feedback, you can click here.