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              Quotes

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              • Creating a New Quotation

                The Create Quotation feature in SmartLedger.ai allows you to quickly generate professional quotations for your customers. Add customer details, products or services, pricing, taxes, discounts, terms, and attachments in one place. Save quotations as drafts, send them directly to customers, or convert accepted quotations into invoices with a single click, streamlining your sales process from quote to payment.

                Updated Jul 27, 2026
              • Convert Quote to Invoice

                The Convert Quote to Invoice feature enables you to quickly transform an approved sales quote into a sales invoice without re-entering information. It helps reduce manual effort, minimize errors, and streamline your sales and billing processes.

                Updated Jul 27, 2026