A quotation explains the offer

A useful quotation identifies the customer, the products or services, quantities, selling prices, tax and total. It may also include a reference, notes and a validity date. A draft lets you review those details before issuing the document.

For example, a quotation can combine ten products at the customer’s agreed price with a setup service. Reviewing the calculation before issue helps the team confirm what is being offered.

Keep the document history clear

A saved issued version provides a reference for the customer conversation. If an offer changes, preserve the earlier version and make the revision clear. Keeping documents on the account helps colleagues understand which offer was discussed or accepted.

An invoice follows the agreed commercial work

  • Check that the customer and copied quotation details are correct.
  • Add the relevant issue date, due date and payment instructions.
  • Keep a reference when recording payment status.
  • Use the appropriate accounting process for reconciliation and reporting.

Document storage and payment-status tracking do not by themselves provide full bookkeeping, tax reporting, credit notes or bank reconciliation.

HOW THIS RELATES TO ATLAS

In the current workspace

Atlas can issue quotation PDFs and create an invoice from an accepted quote. It supports manual full-payment status and references; complete accounting, partial-payment allocation and credit-note workflows are outside the current release.

Explore the product

Atlas feature scope reviewed 17 October 2026. Plan availability and connection setup apply.