Simplify your sales process. One quote at a time.
Create, send, and convert professional quotes — all from inside Cybix. No extra tools needed. Just click, quote, and close.
Capabilities / Features
Create and Send Quotes Instantly
Generate quotes quickly and send them by email directly from the platform.
Save as Draft
Start now, finish later. Quotes can be saved as drafts and edited anytime.
Convert to Invoice with One Click
Once a quote is approved by the customer, turn it into an invoice and move directly into billing — smooth and seamless.
Download or Print
Each quote has a PDF version ready for download or print — handy for offline sharing.
Quote Dashboard & Tracking
See all your quotes in one place — track total quotes, status, and whether they’ve been sent.
Integrated with Billing
Tightly linked to the billing module for full quote-to-payment lifecycle control.
Use Cases
- Service providers – Send detailed estimates to clients and easily invoice once accepted.
- Sales teams – Quote prospects fast and track responses.
- Internal quoting – Prepare quotes for internal departments or approvals.
Benefits
Faster workflow
Go from quote to invoice in seconds.
Professional communication
Quotes are neatly formatted, branded, and easy to send.
Track status easily
Know what’s quoted, what’s pending, and what’s ready for billing.
Save time
No switching platforms or duplicating data.
Got Questions? We’ve Got Answers.
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Can I send quotes via email directly from Cybix?
Yes! Quotes can be sent instantly from the system with one click.
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Can a quote be edited after it’s created?
Absolutely — you can save it as a draft and return later to continue editing.
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What happens after a quote is approved?
You can convert it directly into an invoice and proceed with billing.
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Can I view or print quotes as PDF?
Yes, each quote can be downloaded or printed as a PDF for easy access.
Say goodbye to quote chaos.
Start creating, sending, and managing your quotes all from one place — Cybix.
