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Quotation

  Updated May 2026Mewayz

Quotation

Create professional quotes and estimates — add line items, send them to clients, and convert accepted quotes straight into invoices, all inside Mewayz.

Quotation is one of 50+ modules in the Mewayz platform. It runs your whole pre-sale workflow — from drafting a quote to turning the accepted one into a paid invoice — and shares clients, products, and accounting with every other module you switch on. Turn it on when you need it, off when you don't; like every Mewayz plan it's white-label, so you can even run it under your own brand.

What you can do

  • Create quotes and estimates. Build a quote with line items, quantities, taxes, and discounts, and see the total calculated for you.
  • Send to clients. Share a quote with a customer and track whether it's open, accepted, or declined.
  • Convert to invoice. Turn an accepted quote into an invoice in one step instead of re-keying everything.
  • Pull from your catalogue. Add products and services you already sell so line items stay consistent and priced correctly.
  • Keep client records. Every quote builds on your customer profiles, shared with CRM and invoicing.
  • Track it on the dashboard. See quotes by status and value at a glance so you know what's still in play.

How to enable Quotation

  1. Open the module marketplace. In your Mewayz dashboard, go to Modules and find Quotation.
  2. Switch it on. Activate it on any plan with a free module slot — no setup fee, no per-seat pricing. Step-by-step: enabling a module →
  3. Start quoting. Create your first quote, add line items, and send it to a client.

Good to know

  • One platform, not ten subscriptions. Quotation shares clients, products, and reporting with CRM, Invoicing, and Accounting — nothing to integrate.
  • White-label and resell. Run it under your own brand, or resell Mewayz to other businesses and keep 100%. See the reseller program →
Start free → Quotation overview

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