Features / Quotations & Estimates
Quotations & Estimates · from the Solo planSend professional quotations customers can accept online
Build quotations from your product list or free-text lines, with quantities, units, discounts and tax. Coopernut calculates totals and profit, numbers each quotation sequentially, generates a clean PDF and gives your customer a secure link to view, accept or decline.
The problem
- Quotes typed in Word with calculation mistakes
- No idea whether the customer opened the quote
- Re-creating the same details for the invoice and project
- Losing track of revisions
How it connects
- Products and prices come from your inventory
- Accepted quotations can start an automation (e.g. create project)
- Quotations appear on the customer record and in the client portal
What you can do
Line items with tax & discount
Per-line quantity, unit, price, discount and tax rate with accurate totals.
Profit visibility
Optional cost price per line shows margin and profit before you send.
PDF & print
Branded PDF with your logo, terms and validity date.
Online acceptance
A secure share link where the customer can accept (with name) or decline (with reason). Views and responses are time-stamped.
Revisions
Create a new revision while keeping the history of earlier versions.
Convert, don't retype
Turn an accepted quotation into an invoice or a project with tasks.
Try a free tool first
No signup — see how it feels.
Questions
Is online acceptance a digital signature?
No. Acceptance records the name, time and IP address of the person who accepted. It is a business record, not a legally qualified digital signature.
Does a draft quotation reserve stock?
No. Drafts never affect stock. You can optionally reserve stock when a quotation is accepted.
Try every feature free for 7 days
No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.