Understanding Quotations

Learn how Officaid connects your deals to quotations and invoices, creating a seamless sales-to-finance workflow.

Creating a Quotation

Build professional quotations in Officaid with line items, taxes, discounts, and client-ready formatting.

Managing Quotation Details

View, edit, and take action on your quotations from Officaid's quotation details page.

Sending a Quotation

Email quotations directly from Officaid with the PDF attached automatically and client emails suggested for you.

Quotation Statuses Explained

Understand each stage of the quotation lifecycle in Officaid, from draft to converted.

Converting a Quotation to an Invoice

Turn approved quotations into invoices with one click in Officaid, connecting your sales and finance seamlessly.