Quotations
Send a quotation. Get an actual answer.
Most quotations disappear. You send a PDF, the client means to reply, and three weeks later you are the one asking. InvoKita sends a quotation your client can accept or decline in one tap — and when they accept, it becomes an invoice without you retyping a thing.
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Quotations are never chased.
A client who has not replied to a quotation has not agreed to anything and owes nothing. Automated follow-up there is sales pressure, not collections — and it spends your reputation on somebody you have not won yet. InvoKita will never message your prospect about a quotation on a timer. The only automatic message about a quotation goes to you, when one expires unanswered, so you can decide whether to pick up the phone yourself.
How it works
Four steps, and two of them are theirs.
Write it
Pick the client, add the lines, set how long the price holds. Your logo, your terms, your business name — the same document builder the invoices use.
Send it on WhatsApp or email
They get a link, not an attachment. The page opens on a phone and shows exactly what you quoted, with your identifiers on it if you have entered them.
They accept or decline
One tap, no account, no login. Accepting records their name and the date, so both of you have the same record of what was agreed. Declining lets them say why, if they want to.
The yes becomes an invoice
One click carries the client, the lines, the amounts, the tax and the currency across. The invoice links back to the quotation and the quotation shows the invoice it became. From there it behaves like any other invoice — including the chasing.
What you get
The parts that stop a quotation going cold.
You can see they opened it
A quotation that has been read and not answered is a different situation from one that might still be sitting unread. The first is worth a phone call; the second is worth waiting a day. The status tells you which one you have.
A validity date that means something
Set how long the price holds. When it passes, the quotation expires and you are told — once. Your client is not messaged about it, because they never agreed to anything.
Accepted and not yet billed, in one list
Work you have already won and not yet asked to be paid for is the easiest money in any business to forget about. It gets its own line on your dashboard.
The record survives
Converting does not consume the quotation. It stays, marked accepted, with the invoice attached — so you can show a client the quote they agreed to and the invoice raised against it.
Its own numbering
Quotations run on their own sequence with their own prefix, so issuing one never puts a gap in your invoice numbers. Your accountant will not have to ask.
Never counted as money owed
A quotation is not a receivable. It never appears in your outstanding total, your overdue count or your cashflow forecast — because nobody has agreed to pay it.
Straight answers
What people ask about quotations.
Does my client need an account to accept?
No. They open the link, read the quotation and tap accept or decline. There is no sign-up, no login and no app. The link is unguessable and tied to that one quotation, so it cannot be used to see anything else.
Will you chase my client for a reply?
Never. That is a deliberate decision, not a missing feature. Someone who has not answered a quotation has not agreed to anything and owes nothing, so an automated nudge is sales pressure on a prospect — a different product with a different tone. The chase engine only ever touches invoices.
Is the typed name a legal signature?
It is a record, not a certified electronic signature, and we would rather say so plainly. Accepting captures the name the client typed, the date and their IP address, which is a good deal more evidence than a verbal yes on a phone call — but it is not e-signature with legal certification, and nothing in the product claims it is.
What happens when a quotation expires?
Its status changes to expired and you get told, once. Nothing goes to your client. If the work is still live, change the date and send it again — the same link starts working.
Can I mark one accepted myself?
Yes. Plenty of quotations are still answered in a phone call or over lunch, and a product that only knows about answers pressed through its own button knows about half of them. You can record the answer yourself, and reopen it later if they change their mind.
Does converting to an invoice change the quotation?
No. Conversion creates a new invoice and leaves the quotation standing, marked accepted, with the invoice linked to it in both directions. The document your client agreed to survives exactly as it was.
Can I quote in a currency other than ringgit?
Yes. MYR is the default because that is what most of our users bill in, and other currencies are there for overseas clients. The invoice raised from a quotation carries the currency across.
Stop wondering whether they are going to say yes.
Send the quotation, get the answer, raise the invoice. Then let it chase itself.
Free plan · no card needed