Clear line items
Build your quote with descriptions, quantities, prices and VAT.
Quote management
From quote to invoice without duplicate work
Create professional quotes with clear lines, send them to your client and convert accepted work into an invoice.
Quotes
Booking your hours in UurKlus is super easy
Quotes use statuses, line items, language choice and a flow into invoicing. This lets you create professional proposals without retyping the work later.
Status and validity
Track whether a quote is draft, sent, accepted or expired.
To invoice
Use accepted quote lines as the basis for invoicing.
Based on the quotes module
What can you do with it?
Quote statuses
The docs highlight statuses as a way to know whether a quote is still draft, has been sent or can be converted.
Invoice-like lines
Quotes use a similar line structure to invoices, which makes the move into invoicing straightforward.
Client language
The quote module accounts for language, helping your communication fit the client.
Less duplicate work
The goal is simple: create the proposal once and reuse it as the basis for the invoice when accepted.
Workflow
How it works in UurKlus
1
Choose client and language
Use existing client data and select the language that fits your client.
2
Add line items
Use clear descriptions, quantities, prices and VAT.
3
Send the quote
Share the proposal professionally and track the status.
4
Convert acceptance to invoice
After acceptance you do not need to enter the lines again.
Frequently asked questions
- Can I convert a quote into an invoice?
- Yes, that is the purpose of the flow: accepted work can move directly into invoicing.
- Can I still change quote details?
- As long as the quote is in an editable status, you can adjust lines and details.
- Why choose a language for quotes?
- Quotes are often sent directly to clients. Language keeps the proposal clear and professional.