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Quotes in BillaBear

BillaBear allows you to create and manage quotes for your customers. Quotes are formal proposals that outline the products, services, and pricing you're offering to a customer. They provide a way for customers to review and accept your offerings at their leisure before committing to a purchase.

What You Can Do with Quotes​

With BillaBear's quote functionality, you can:

  • Create detailed quotes that include subscription plans and one-off items
  • Specify pricing and tax settings for each item in the quote
  • Send quotes to customers for their review and acceptance
  • Track the status of quotes you've created
  • Convert accepted quotes into active subscriptions and invoices

When to Use Quotes​

Quotes are particularly useful in the following scenarios:

  • Sales Process: When you need to provide formal pricing information to potential customers
  • Complex Offerings: When offering multiple products or services with different pricing options
  • Negotiation: When you want to document agreed-upon terms before finalizing a sale
  • Enterprise Sales: When selling to businesses that require formal quotes for approval processes

Quote Management​

BillaBear provides a dedicated section for managing quotes, accessible through the Invoices menu. From there, you can:

  • View all existing quotes
  • Create new quotes
  • Track the status of quotes
  • Manage quote-related actions

Quote Components​

A quote in BillaBear can include:

  • Subscription Plans: Recurring services or products with specific pricing models
  • One-off Items: Single purchases with custom descriptions and pricing
  • Tax Settings: Specifications for how tax should be applied to each item

Quote Actions​

Learn how to perform common quote tasks: