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Quotes and invoices with PDF template
Quoting and invoicing for small businesses.
by AgentUIUpdated November 13, 2026
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What's inside the Quotes and invoices with PDF template
- Build quotes with line items, per-line tax and discounts, send them as a PDF by email, and let clients accept online.
- Turn an accepted quote into an invoice in one click, record partial payments, and track what's overdue with an aging report.
- Numbering series, multiple tax rates (including withholding), a product and service catalog, Excel/CSV import for clients and products, and sample data for services, retail, logistics, manufacturing and health.
- English and Spanish, including the PDF and emails.
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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.
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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.
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