Structured line items
Capture products, services, quantities, rates, discounts, and applicable tax in a consistent format.
Product / Estimates and quotes
Turn an approved scope into billable work without re-entering the details.
VirtusCloud helps teams prepare clear commercial estimates, present line items and terms, and carry accepted details into the invoicing workflow with less manual duplication.
Talk to our teamAvailable with setup
Estimate and quote workflows are configured around your approval, tax, currency, and document requirements.
What changes for your team
01
Present clear line items
02
Record customer approval
03
Reuse accepted details
04
Keep commercial context together
Capabilities
What the product actually does.
Branded documents
Present customer and company details with the commercial terms needed for review.
Validity and terms
Set an expiry date, payment expectations, and the assumptions attached to the offer.
Approval record
Track whether a quote is drafted, sent, accepted, declined, or expired.
Invoice handoff
Carry accepted commercial details into invoicing without rebuilding every line item.
Custom approval flow
Internal review or customer acceptance requirements can be scoped for your operating process.
Available with setupEnd-to-end workflow
How the work moves.
01
Define the scope
Add the customer, work description, line items, pricing, validity, and commercial terms.
02
Review the offer
Confirm totals, wording, tax treatment, and approval ownership before sharing.
03
Record the decision
Keep acceptance, decline, expiry, and follow-up status visible to the responsible team.
04
Move into billing
Use the approved details as the starting point for an invoice or contracted delivery workflow.
Where it fits
Professional services
Present scoped work, fees, assumptions, and validity before delivery begins.
Project sales
Give customers an itemized commercial offer that can move into invoicing after approval.
Repeat proposals
Use consistent structures for common services while retaining customer-specific terms.
Questions
Before you decide.
Can an accepted quote become an invoice?
That is the intended workflow. Exact conversion and approval behavior is confirmed during setup.
Does this replace a legal contract?
No. Quotes communicate commercial scope and terms, but legal requirements should be reviewed for your business and jurisdiction.
Continue exploring
Scope the right version