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Quote to Invoice template
Quotes, sales orders and invoices in one cycle for distributors, industrial suppliers, print shops and service firms.
by AgentUIUpdated November 13, 2026
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What's inside the Quote to Invoice template
- Build a quote from your catalog with quantity, list or wholesale price, discount and unit cost per line, and see the margin of each line and a warning under your minimum.
- Tax by country (ITBMS 7%, IGV 18%, IVA 19%, 16% or 13%, or your own), exempt lines, validity days and any currency with its exchange rate.
- Send the quote by WhatsApp with every line written out, or by email, print it or save it as PDF, and mark it won or lost with the reason.
- A won quote becomes a sales order and an invoice in one click, linked both ways.
- The invoice is due after the client's payment days and its balance comes from the payments recorded.
- Receivables by age, win and loss by rep, client and month, quotes about to expire, and an Ask AI chat over your own data.
- A daily automation emails each rep the quotes to follow up.
- Sales reps only see their own clients and quotes.
- Excel import (up to 500 clients or products), sample data, English and Spanish.
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Questions about this template
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Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
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