A quotation maker that becomes an invoice in one tap

What a good quotation does

It tells the customer exactly what they will pay and when. It sets a deposit, a timeline and a valid-until date, which prevents price arguments later. See our quotation template.

How it works in Aurum

1. Choose New quotation and pick or type the client.
2. Add each item and price. Aurum totals it and writes the amount in words.
3. Set the valid-until date and the deposit needed to start.
4. Send it as a private link, PDF or image.
5. When the client accepts, tap Make invoice. The items carry over exactly.

A quotation that looks premium

Your logo, your colours, your signature and a space for the client to accept. A premium-looking quote signals a premium service, and makes it easier to say yes.

Quotation, estimate, proforma

Not sure which you need? Read invoice vs receipt vs quotation and proforma invoices.

Everything else in the same app

• All six documents: invoices, receipts, quotations, delivery notes, credit notes and purchase orders.
• Your branding: your logo, signature, stamp and bank details already on every document.
• A private link your client opens as an experience: a wax-sealed envelope, a gift box or an invitation card, instead of a plain PDF.
• Know when it is opened: you see the moment your client opens it, so you know when to follow up.
• One-tap receipts: turn a paid invoice into a receipt, and the balance updates itself.
• See who owes you: and send a polite WhatsApp reminder in one tap.
• Works on your phone: installs like an app, works without data, light and dark mode.
• Pay once: no monthly fees.

Questions people ask