Customer-ready quotations
Put the details in one place
Bring customer information, line items, quantities and commercial terms together before sharing your proposal.
Quotations
Give every business opportunity a clear starting point.
Prepare organized quotations, keep customer and item details together, and carry accepted proposals into your sales workflow.
- Customer-ready quotations
- Organized item details
- Connected sales records
Designed for everyday accounting
More clarity at every step of quotations.
Bring the important details together in a workflow your team can understand.
Organized item details
Review before you send
Work on a draft, check the details and prepare a clear document for your customer.
Connected sales records
Keep the next step connected
Use the quotation as the starting point for the next supported sales document, preserving the context of the original offer.
A more organized routine
From the first detail to a clearer quotations workflow.
- 1
Choose a customer
Start with the right business context.
- 2
Add items and terms
Keep the important details together.
- 3
Review the quotation
Review the records with confidence.
- 4
Continue the sales workflow
Continue with a clear view of the next step.
Why businesses choose Accounttally
Simple financial workflows.
Better business visibility.
Organized records
Keep customer, supplier and transaction information in the right place.
Useful financial summaries
Review the accounting reports that support your everyday decisions.
Traceable accounting
Follow posted records and explicit corrections back to their source.
A connected workspace
Use web and supported desktop workflows for your business.
See the bigger picture
See your business finances in one workspace.
Connected records help you understand the detail behind your financial position.
We're here to help
Questions about quotations?
How can Accounttally help with quotations?
Prepare organized quotations, keep customer and item details together, and carry accepted proposals into your sales workflow.
How do I get started?
Talk to our team about your business and the workflows you need. You can also explore the plans or open the web workspace to create an account.
Can I use Accounttally on web and desktop?
Accounttally has a connected web workspace and an offline-first desktop client. Initial desktop sign-in and device setup require connectivity; some workflows remain online-only.
What should I know about quotations?
A quotation records a proposal. It does not post a journal or create a customer receivable.
Where can I find pricing or ask a question?
Explore the Pricing page for Starter, Business and Custom options. Use the Home inquiry form to discuss your requirements with the Accounttally team.
Have a different question? Talk to our team