Build a clear client-facing quote
Add client details, reusable items, taxes, discounts, notes, validity dates, and your chosen template.
QUOTES & ESTIMATES
Send a clear quote now. Turn it into an invoice when work is approved.
BizBeat helps small businesses prepare professional estimates and quotations, maintain the client context, share a PDF, and convert an approved quote into an invoice without rebuilding the work.
What you can do
Keep the path from proposal to payment simple
Share a PDF that is easy to review
Generate and share a professional quotation PDF instead of maintaining separate proposal spreadsheets for routine work.
Reuse the approved work
Convert an accepted estimate into an invoice, retaining the key details instead of entering the same information twice.
How it works
Quote confidently, then keep moving
A quote should make the next decision easier
A good estimate gives clients the amount, scope, terms, and validity date they need to decide. Keeping it connected to the invoice that follows means you can preserve that context without duplicating the work.
- 1
Start with the client and scope
Choose the customer and add the items, services, prices, tax, and any conditions that matter to the proposal.
- 2
Set the terms clearly
Review the total, quote validity date, notes, and payment context before sharing the PDF.
- 3
Convert approved work to an invoice
When the client accepts, convert the estimate and continue through the normal invoicing and payment workflow.
FAQ
Quotation Maker FAQs
Can I create quotations and estimates in BizBeat?+
Yes. BizBeat lets you create estimates and quotations with client, item, pricing, tax, discount, and validity information.
Can I convert a quote into an invoice?+
Yes. An approved quotation can be converted into an invoice so you do not need to re-enter the same work.
Can I share a quotation as a PDF?+
Yes. BizBeat generates quotation PDFs that you can share with clients for review.
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