Turn customer requirements into clear quotations.
Prepare quotations with the customer, items and commercial details your team needs to review before sending.
Repeatedly rebuilding quote details creates avoidable work and inconsistent handovers.
Consistent customer context
Start from the customer record, with their currency and terms.
Clear commercial details
Items, quantities, prices, discounts and tax, with totals calculated by Atlas.
A visible next step
Draft, sent, accepted, rejected and expired statuses, and conversion to an order.
How Atlas works
- 1
Choose the customer
- 2
Add items and review totals
- 3
Download the PDF or email it from Atlas
- 4
Convert the accepted quotation to an order
Invoice workspace
Find drafts, issued invoices, balances due and everything sent to the customer.
| Invoice | Customer | Status |
|---|---|---|
| INV-1042 | ABC Trading | Partly paid |
| INV-1043 | Global Mart | Paid |
| INV-1044 | Northstar Co. | Overdue |
Illustrative product view with sample data
Quotations with PDF and email sending are available today.
Included modules and limits depend on your plan. Compare plans or ask us before subscribing.
Clear answers before your next step.
Can quotes become orders?
Yes. An accepted quotation converts to a sales order, keeping the link between the two.
Can I customize quote documents?
You can add your logo, colour, bank details, introduction, terms and closing text in the document settings.
Turn customer requirements into clear quotations.
Prepare quotations with the customer, items and commercial details your team needs to review before sending.