Estimates & Quotes

Streamline Your Sales Cycle with Professional Estimates & Quotes

The Estimates & Quotes module in Fakturo is designed to help you win more business with professional, compliant, and easy-to-manage proposals. Stop losing time on manual calculations and start sending quotes that convert.

1. Professional Quotation Templates

Create beautiful, branded quotes in seconds. Our templates are fully customizable and include all the legal requirements for the Spanish market, including precise IVA calculations and retention (IRPF) if applicable.

2. One-Click Conversion to Invoice

When your client accepts a quote, you can convert it into a final invoice with a single click. All data, line items, and tax settings are preserved, eliminating data entry errors and speeding up your billing process.

3. Real-Time Tracking & Acceptance

Know exactly when your client views their quote. With our integrated client portal, clients can accept or decline quotes online, providing you with instant feedback and a digital audit trail.

4. Spanish Compliance Built-In

• Automatic Tax Calculation: Apply the correct IVA and IRPF rates based on your business profile.
• Audit Trails: Maintain a complete history of quote versions and client interactions.
• AEAT Ready: Ensure your proposals align with Spanish fiscal standards from the very first step.

Business Advantages

• Faster Sales: Reduce the time from proposal to payment.
• Reduced Errors: Automatic conversion ensures your invoices match your quotes exactly.
• Professional Image: Send polished, digital proposals that stand out from the competition.