The short answer
Quote software for SMEs lets you create the quote, send it and convert it to an invoice when the customer accepts, with history per customer and a PDF. You do not retype the lines on the day you close.
Anyone searching for “convert quote to invoice” usually has a Word file, an email and a hand-built invoice that does not match. The work is one document that changes state, not two files that drift apart.
Vacly Facturación is priced in Soles, pay-as-you-go. 15-day trial. Converting does not file the invoice with the AEAT.
What is quote software for SMEs?
It is the place where the offer is born: you create it, send it and, if they accept, it becomes an invoice. It is not a Word template each salesperson keeps in their folder.
- For the SME: a quote with your company data (tax ID, series, logo and footer) and the customer’s, not an orphan document.
- For the advisory firm that bills its clients: the same flow, not a different PDF per person in charge.
- It must create, send and leave a trail per customer. A pretty PDF with no history is not quote software.
- It must be convertible to an invoice. If you have to rewrite the lines, the quote did not do its job.
- It does not certify you and it does not send anything to the AEAT. It is a commercial offer and, when the time comes, the step to an invoice inside Facturación.
How do you create and send the quote?
The quote has to leave the same place as the invoice. If it is born in a word processor, closing is extra work.
- Create the quote: lines, customer and the My company data already on the company file.
- You send it from the system. The customer does not depend on someone remembering which version was the last one.
- It comes out as a PDF. The PDF is the document; the record is the quote in the system.
- History stays per customer: what was offered, not an email thread that gets lost.
- We do not claim a customer e-signature or an acceptance portal. The product creates, sends and leaves a PDF and a history.
How do you convert a quote into an invoice when they accept?
Acceptance should not open a blank document. The lines are already there; the state changes.
The customer accepts
When there is agreement, you convert. You do not recopy bases or descriptions into another template.
It becomes an invoice
The quote feeds the issued invoice. It still lives in Facturación, not in a parallel file.
History per customer
You see what was offered and what was billed. A “I’ll send it again” does not wipe the trail.
What does this software not do (and should not sell you)?
Honest quote software states its perimeter. The rest is another screen.
- It does not file the invoice with the AEAT. Converting is moving from offer to a collection document in the system.
- It is not VeriFactu and it is not a certified billing system. Those conversations, if they exist, are not this screen.
- It is not the customer file and it is not the supplier directory. It fits with them; it does not replace them.
- It is not an opportunities CRM. It is the quote and its conversion.
- Facturación is priced in Soles, pay-as-you-go. The trial is 15 days.
FAQ
What quote software fits an SME?
The one that creates the quote, sends it, leaves a PDF and converts it to an invoice when they accept, with history per customer. A Word file per salesperson is not enough.
Can I convert the quote into an invoice?
Yes. When the customer accepts, you move to an invoice without rewriting the lines. That is why it lives in the system.
Does it come out as a PDF?
Yes. The quote is documented as a PDF. The record stays in Vacly.
Is there a trail per customer?
Yes. History per customer: what was offered and what was billed. Not a loose email thread.
Does Vacly file that invoice with the AEAT?
No. Converting is not filing. Facturación classifies and exports; it is not a certified system and it is not a tax-agency send.
What does it cost and how do we try it?
Facturación is priced in Soles, pay-as-you-go. The trial is 15 days.
How Vacly Facturación handles this
[Vacly quotes](/producto/facturacion/presupuestos) are created, sent and converted to an invoice when the customer accepts, with history per customer and a PDF. Header data comes from My company. It is part of the [Facturación module](/producto/facturacion), together with invoices, company expenses, customers, suppliers and creditors. Priced in Soles, pay-as-you-go. It does not file with the AEAT. 15-day trial.