--- title: "Quote to Invoice Template | Ready to Use, No Code | Agent UI" description: "Quotes, sales orders and invoices in one cycle for distributors, industrial suppliers, print shops and service firms." url: https://www.agentui.ai/en/templates/quote-to-invoice/ lang: en source: en/templates/quote-to-invoice/index.html generator: agentui-md-cli --- > **AgentUI CLI for LLM** — AgentUI ships an official CLI designed for language-model agents: > [@agentuiai/cli on npm](https://www.npmjs.com/package/@agentuiai/cli) · install with `npm install -g @agentuiai/cli`. > > This file is the LLM-optimised markdown build of > [https://www.agentui.ai/en/templates/quote-to-invoice/](https://www.agentui.ai/en/templates/quote-to-invoice/) — a machine-readable alternate of > the HTML at the same URL. Content mirrors the human-visible page. > > Site index for LLMs: [https://www.agentui.ai/llms.txt](https://www.agentui.ai/llms.txt) · full content: [https://www.agentui.ai/llms-full.txt](https://www.agentui.ai/llms-full.txt) Product[All features →](/en/product/)[**Build**Apps by chatting](/en/product/#build)[**Connect**Sheets, store, ERP](/en/product/#connect)[**Automate**Agents and approvals](/en/product/#automate)[**Run**One portal, with roles](/en/product/#run)Agent UI for[Enterprise](/en/enterprise/)[Startups](/en/startups/)[Developers](/en/developers/)Explore[Templates](/en/blueprints/)[Pricing](/en/pricing/)[About us](/en/about/)[Reviews](/en/agentui-reviews/)[Consultants](/en/maintainable-blueprints/)[Partners](/en/partners/)[Help Center](https://help.agentui.ai/)[YouTube](https://www.youtube.com/@agentui)[Contact](/en/contact/)[Start building free](https://app.agentui.ai/chat)[Log in](https://app.agentui.ai)[or book a 15-minute demo](/en/book-a-demo/)FinanceVerified # Quote to Invoice template Quotes, sales orders and invoices in one cycle for distributors, industrial suppliers, print shops and service firms. [Use this template](https://app.agentui.ai/blueprints?blueprintId=cmwba8r9w0006rv08wzlcr0q3)[Book a demo](/en/book-a-demo/) by AgentUIUpdated November 13, 2026 ![Quote to Invoice template in Agent UI, main screen: Quotes, sales orders and invoices in one cycle for distributors, industrial suppliers, print shops and…](https://cdn.agentui.ai/templates/quote-order-invoice.webp) ## More screens - ![Quote to Invoice template in Agent UI, main screen: Quotes, sales orders and invoices in one cycle for distributors, industrial suppliers, print shops and…](https://cdn.agentui.ai/templates/quote-order-invoice.webp) - ![Quote to Invoice template in Agent UI, screen 2 of 7](https://cdn.agentui.ai/templates/quote-order-invoice-2.webp) - ![Quote to Invoice template in Agent UI, screen 3 of 7](https://cdn.agentui.ai/templates/quote-order-invoice-3.webp) - ![Quote to Invoice template in Agent UI, screen 4 of 7](https://cdn.agentui.ai/templates/quote-order-invoice-4.webp) - ![Quote to Invoice template in Agent UI, screen 5 of 7](https://cdn.agentui.ai/templates/quote-order-invoice-5.webp) - ![Quote to Invoice template in Agent UI, screen 6 of 7](https://cdn.agentui.ai/templates/quote-order-invoice-6.webp) - ![Quote to Invoice template in Agent UI, screen 7 of 7](https://cdn.agentui.ai/templates/quote-order-invoice-7.webp) ## 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. ## At a glance AreaFinanceBuilt byAgentUIVerifiedLast updatedNovember 13, 2026PriceNo extra charge for the template. New accounts get a 7-day free trial. [See plans and prices](/en/pricing/) ## Related templates [See all templates](/en/blueprints/)FinanceVerified ### [Recurring Billing & Collections](/en/templates/recurring-billing-collections/) Recurring billing and collections for businesses that charge clients every month: funeral and health plans, memberships, condos, schools, gyms, utilities and service… by AgentUI[Use template](/en/templates/recurring-billing-collections/)FinanceVerified ### [QuickBooks Collections](/en/templates/quickbooks-collections/) See who owes you money in QuickBooks, grouped by customer and by how late each invoice is. by AgentUI[Use template](/en/templates/quickbooks-collections/)FinanceVerified ### [QuickBooks Cash Flow Forecast](/en/templates/quickbooks-cash-flow-forecast/) See your cash for the next 13 weeks from QuickBooks: bank balances, open invoices and unpaid bills by due date, plus the payroll and rent you add. by AgentUI[Use template](/en/templates/quickbooks-cash-flow-forecast/) ## Questions about this template Something else? [Talk to a person](/en/contact) and we'll reply within a day. ### How do I start using the Quote to Invoice template? 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. ### Can I change the Quote to Invoice template? 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. ### Does it work with my own data? 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. ### How much does the Quote to Invoice template cost? 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. ## Describe it. We'll build it with you. Every template started as someone's idea. Tell Agent UI what you need and get your own version. 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