Quotes and recipes

Send the quote today.
Invoice ready when the client pays.

Build the quote from templates and product recipes, share it on a link, and when the client accepts, turn it into a proforma and then an invoice. Nothing retyped.

Included in Business Pro and Full manager. Also active during the trial.

Quote, proforma, invoice

Same lines, same prices, from the first quote to the invoice sent to e-Factura.

01
Quote
Build it from templates and recipes, send it as a link. The client accepts, rejects or asks for changes.
02
Proforma
The accepted quote becomes a proforma in one click. Same lines, same prices.
03
Invoice
When the payment lands, the proforma becomes a fiscal invoice, sent to e-Factura automatically.

What you get

Quotes the client opens, reads and accepts, with no attachment lost in email.

The client answers on the link

Send the quote as a link; the client opens it in the browser, no account. With a code sent to their email, they accept, reject or ask for changes, with a note.

Private quotes

For quotes not everyone should see: the link opens only with a code sent to the recipient's email.

Templates

Save a quote as a template (lines, currency, validity, notes) and start from it next time. Editing the template never changes quotes already made.

Versions

Client wants a change? Make version 2. The version you sent stays exactly as sent, only you see the history, and the client always sees the latest.

Send the quote

Public link or private link with a code

Choose how the quote reaches the client: a link anyone with it can open, or one that needs a code sent by email.

app.billyou.ro
The Send quote drawer, with the choice between a public link and a private link
Accepted quote

The client says yes, then a proforma in one click

Client said yes on WhatsApp? Record the response yourself, then press Convert to proforma.

app.billyou.ro
Accepted quote in Billyou, with the client response recorded and the Convert to proforma button
Recipes

What you always sell together, you define once.

A recipe is a bundle of catalogue products you always sell together. Define it once, add it to a quote in one click.

Example

The "Full bathroom" recipe

Tiles, adhesive, grout and labour. In the quote, the recipe expands into its lines, with quantities and prices.

  • Tiles
  • Adhesive and grout
  • Labour
Up to 3 levels

Recipes inside recipes

"Apartment renovation" can hold "Full bathroom" and "Kitchen". Add one recipe and the quote fills in with every line underneath.

  • Apartment renovation
  • Full bathroom
  • Kitchen
From recipe to quote

Add the recipe, the quote fills in

The recipe expands into its lines, with quantities and prices, and the total is calculated for you.

app.billyou.ro
Draft quote with three lines from a recipe and the Add line and Add from a recipe buttons

Who it is for

For anyone who sends a quote before invoicing.

Trades and construction

Estimates with materials and labour, reused from recipes.

Installers and service

Standard job packages, adjusted per client.

Agencies and B2B services

Versioned quotes until agreement, then the invoice without copy-paste.

Only invoicing, no quotes?

Proformas are on every plan, including Bill free.

See proforma invoices

Quotes and recipes questions

Business Pro and Full manager. You also get them during the 30-day trial.
No. Proformas are on every plan, including Bill free. Only quotes and recipes are Business Pro and Full manager.
Yes. They get a code by email and can accept, reject or ask for changes. You can also record an acceptance yourself, if they told you by phone.
Yes, 30 days after the quote's valid-until date. Resend it and the client gets a fresh link.
No. Quotes, recipes and proformas use nothing. Only the final fiscal invoice counts.
An accepted quote becomes a proforma first, then an invoice. That way the client gets the payment document before the fiscal invoice.

Your next quote, ready in minutes.

30 days of full access, no card.