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Professional Estimates

Craft detailed project scopes with line items, milestone schedules, milestones, and terms of service. Deliver polished PDFs that win competitive bids.

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Instant 1-Click Conversion

Never copy-paste billable lines again. Approved estimates transform into final tax or LUT invoices instantly, preserving all pricing and client metadata.

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Exchange Rate Locking

Protect cross-border deals against currency volatility. Quote in USD, EUR, or AED while locking the agreed reference conversion rate for 15 or 30 days.

Eliminate Friction

From Proposal to Payment in Three Steps

1

Issue Interactive Quote / Proforma

Send a branded quote link and PDF directly to your prospect's inbox.
2

Receive Instant Approval

Clients review scope, approve terms, and lock in milestone pricing with one click.
3

Convert to Tax Invoice with LUT

System automatically issues tax/export invoice with sequential number and statutory LUT declaration.

// Flow Demonstration

Estimate: #EST-2026-089 (Status: Accepted)

Client: HyperScale Media Inc. (San Francisco)

Project: Cloud Migration & DevOps Engineering

Total: $12,800.00 USD

✓ Converted to Tax Invoice: #INV-2026-0412

✓ GST Zero-Rated Export (ARN: AD270326001928K) applied

✓ Payment Link & Wire Instructions Dispatched

Frequently Asked Questions

What is the difference between a quote and a proforma invoice?

A quote outlines estimated project pricing and scope. A proforma invoice acts as a formal pre-invoice request for advance payment or customs clearance before goods or services are delivered.

Can I customize payment milestones inside an estimate?

Yes. You can break down quotes into 50% upfront deposit, 30% milestone, and 20% completion retainers, converting each milestone as it is achieved.

Does converting a quote alter invoice numbering?

No. Quotes maintain separate numbering (#EST-XXXX) while converted invoices strictly follow GST legal sequential series (#INV-2026-XXXX).

Is this feature included on the free trial?

Yes! All users currently enjoy unlimited quotes and 1-click conversions completely free during our introductory phase.

From Proposal to Paid Invoice: The 4-Stage Conversion Pipeline

Step 1

Scope & Estimate

Draft structured proposals with itemized scopes, hourly rates, and deliverables. Include custom tax parameters and terms of service.

Step 2

Client Acceptance

Share clean PDFs with one-click review links. Track proposal viewing status and maintain a clear audit trail of client sign-offs.

Step 3

1-Click Conversion

Transform approved quotations into legal tax invoices in 1-click. Apply live exchange rates via Multi-Currency with zero re-keying.

Step 4

Settlement Tracking

Monitor settlement velocity using Invoice Tracking and deploy automated payment follow-ups from your verified domain.

Eliminate Scope Creep with Immutable Quotation Revision Records

Agencies and consultants frequently face scope disagreements when clients request revisions without adjusting billing milestones.

Version-Controlled Estimates

Every quotation version (v1, v2, v3) is preserved with its original pricing, timeline commitments, and deliverable descriptions. When project scopes evolve, generate addendum quotes without overwriting initial agreements.

Explore How Agencies Handle Scoping →

Seamless Statutory Export Invoicing

When converting quotes for international clients, Cod Xpert automatically verifies Letter of Undertaking (LUT) eligibility, applying 0% IGST under Rule 96A without forcing you to re-enter client tax codes.

Read the GST LUT Rule 96A Guide →

Frequently Asked Questions on Quotations & Estimates

Can I customize quotation terms and validity periods?

Yes. You can specify custom validity windows (e.g. valid for 14 or 30 days), payment milestone schedules, and project assumptions on every quotation.

What happens to a quotation after it is converted into an invoice?

The original quotation is marked as 'Converted' and permanently linked to the resulting invoice, preserving a full audit trail from initial estimate to final payment.