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What is a quote?
A quote is a commercial proposal detailing the prices and terms of a sale or service before it is carried out. Unlike an invoice, it does not commit the client to payment — it only becomes contractual once accepted (signed), and can then be converted into an invoice.
Good to know about quotes
Validity period
A quote usually states a validity deadline (often 30 days), beyond which the proposed prices are no longer guaranteed.
Accepted quote = commitment
Once signed by the client, the quote becomes a contractual commitment that can serve as proof in case of dispute.
Quote to invoice
Once accepted, the quote can be directly converted into an invoice to formalize the sale, without re-entering the information.
No fiscal value
Unlike an invoice, a quote has no accounting or fiscal value until it is followed by an invoice.
Multi-version quotes
Several versions of the same quote can be proposed (options, price variants) to let the client choose before validation.
Want to track all your quotes in one place?
Iberis finances lets you create, send and track the status of all your quotes, and convert them into invoices in one click once accepted.
See the quotes module
Frequently asked questions
Is a quote required before an invoice?
How long is a quote valid?
How do I turn an accepted quote into an invoice?
Does a quote commit the client?
Can a quote be edited after it has been sent?
Can a quote include a discount?
Need to turn your quotes into invoices in 1 click?
With iberis finances, create your quotes, track their status and convert them into invoices instantly — all from a single app.
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