What is an estimate?
An estimate is a commercial proposal offered to a customer. This proposal includes detailed information about the product or service offered, unit price, quantity, discount if applicable, the type of VAT and the total amount. Also record the identifying and fiscal data of both the buyer and the seller.
Difference between estimate and invoice
An estimate is a proposal that, if accepted by the customer, we can convert to invoice. The estimate, unlike the invoice, has no fiscal validity nor affects your accounting. For this reason, its serial number has a different format than the invoices. In addition, an estimate can be modified without problem if we negotiate with the client. Instead, an invoice is a final document that directly affects our accounting. To cancel an invoice, we will have to issue a credit note to cancel it.
Advantages of making your estimates with Contasimple
Turn your estimates into invoices automatically
Once your client has accepted the estimate, in just one click you can convert it into an invoice. You can also edit the details to change, for example, the quantity or discount.
Turn your estimates into delivery notes
Create your delivery note automatically from your estimate if you are going to send the products to your customer. If the shipment does not correspond exactly with the same products, quantities or prices estimated; You can edit the delivery note.
Upload your digital certificate to Contasimple to sign electronically all your estimates and other documents to prove its authenticity and validity.
Just one click, manage and control the status of your estimate. And in a single glance you will have information about all of them.
Send your estimates by mail
In just one click you can send your estimate to your client.
Access all your estimates wherever you are!
Access all your estimates and other documents easily, wherever you are.
More information about Contasimple's cloud storage
You can also synchronize Contasimple with your Google Drive or Dropbox.