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Quotations

From enquiry to invoice without retyping.

Customers email asking for a price; you quote, they accept, and the quotation becomes an invoice with the same lines and the right tax.

Quotations screen in Symtex

What you get

Quotation to invoice
Accepted quotes convert, so nothing is typed twice and prices cannot drift.
Quote requests inbox
Customer enquiries that arrive by email land in one list, ready to quote.
Commercial quotes
For bigger jobs, quote with margin visible only to those allowed to see it.
Send as PDF
Share quotations and invoices as a PDF.
Reservations
Hold a unit for a customer until it is sold or released.