Itemised prices and costs
Add descriptions, quantities, selling prices and unit costs. Include labour, transport and overheads so the estimate reflects more than the items you sell.
SMALL BUSINESS QUOTATIONSSend a clear quote.
Send a clear quote.
Know your margin.
Quotation software for small businesses that need more than a price on a page. Keep the customer, item prices, costs and estimated profit connected, then move an accepted quotation into an invoice.
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Build quotations around the real cost of the job.
A quotation starts a customer conversation about scope and price. BizAtrio keeps that conversation linked to the same customer record as the eventual invoice and payment, so your team can follow the work from enquiry to completion.
Discounts, tax and margin
Review discounted sales, configured tax, expected transaction fees and estimated profit before sending a quotation. A target margin helps you assess whether the proposed price covers your entered costs.
Customer-ready PDF quotations
Download a quotation PDF with the customer details, quoted items and terms. Internal cost and margin calculations stay out of the customer document.
A PRACTICAL WORKFLOW
How to create a quotation in BizAtrio
Start with the customer or enquiry
Choose an existing customer or create their record. Link the quotation to an enquiry when you want to retain the original request and sales context.
Set the scope, price and currency
Enter the items, quantities and costs. Choose the quotation currency, review discounts and tax, and check the estimated margin.
Save and share the PDF
Set the issue date, expiry date and terms. Save the quotation, then download its PDF to share with your customer.
Record acceptance and create the invoice
When the customer accepts, update the quotation status and create its invoice. The saved quotation provides the invoice amounts and currency.
Quote in the currency your customer uses.
Choose a currency per quotation rather than keeping every customer in one default currency. The resulting invoice and its payments use that currency. Reports keep currencies separate, so a USD job and a KES job are not added together using an assumed exchange rate.
GOOD TO KNOW
Your questions, answered.
Can I create an invoice without a quotation?
Yes. You can create an invoice directly when a quotation is unnecessary. For jobs that need customer approval first, create a quotation and convert it after acceptance.
Is estimated quote profit the same as actual profit?
No. A quotation estimates profit using the costs and fees you enter. Completed-order profit uses the invoice net sales, actual costs and actual payment fees after costs are finalised.
Can a team work on the same customer enquiry?
Yes. Owners can add team accounts within the selected plan’s limits. Customer records and assigned enquiries help your team maintain context before creating a quotation.