Online quote · Morocco
Quote and invoice in Morocco.
A clear offer, a followed path.
Present your services and prices in a professional PDF quote. Then include the information in a draft invoice, without rebuilding the file.
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The essentials
Factino allows you to create a quote online, issue it in PDF and convert it into a draft invoice. The invoice is verified then issued separately; this conversion does not replace the customer's agreement.
Describe precisely what you offer
A legible quote indicates what is offered and at what price. Take the customer files and catalog items, then detail the services, quantities, discounts and tax rules. Clarify the scope in your descriptions to reduce misunderstandings before starting the mission.
Give a professional form to your offer
Your company and its contact information appear on the document. Choose a PDF style consistent with your business and add your logo. Advice, digital service or product sales: the presentations change, but the detail of the offer remains central.
Go from quote to invoice methodically
The quote issued can be converted into a draft invoice. Re-read the lines, dates and conditions actually retained before the final issuance. The quote and the invoice remain two separate documents. Factino does not currently provide electronic signature of the quote or automated contractual acceptance.
Connect salespeople to payment monitoring
Once the invoice is issued, find the amounts invoiced and the payments recorded. The organization of the file facilitates exchanges between the person who prepares the proposal, the person who verifies it and the person who follows the regulations, according to the permissions assigned.
The journey in practice
Easy to find steps.
- 01
Prepare the detailed proposal
- 02
Issue the PDF quote
- 03
Convert to draft then check invoice
Frequently asked questions
Does the conversion automatically issue the invoice?
No. She prepares a draft invoice to check before issuance.
Does Factino include electronic signing of quotes?
No. No electronic quote signing service is available today.
To go further.
Your next step
Make room
for clearer invoicing.
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