Quote to Invoice Converter
Convert your quotes to invoices instantly. Our quote and invoice generator makes it easy to transform accepted quotes into professional invoices. Upload an existing quote file, and we'll extract all the details automatically using AI.
AI-Powered Quote Extraction
Upload any quote file (PDF, image, or Word document), and our AI will automatically extract:
- Company names and contact information
- Line items with descriptions, quantities, and prices
- Quote numbers, dates, and terms
- Tax rates and totals
Then simply review the extracted data, make any adjustments, and convert to invoice with one click!
Upload Your Existing Quote
Have an existing quote? Upload it and we'll automatically extract all the details using AI. Simply upload a PDF, image, or Word document, and we'll populate the invoice builder below with all the information.
Quote and Invoice Generator
Use our unified quote and invoice template builder below. Start by creating a quote (or invoice), then easily switch between document types using the toggle button. When you're ready to convert a quote to an invoice, just click the 'Invoice' button—it's that simple.
Quick Tip: Create your quote first, then toggle to invoice mode when the work is complete. Adjust quantities and prices based on actual work done, and you're ready to send!
Items
| Description | Quantity | Unit Price | Amount |
|---|---|---|---|
| 1 | $0.00 | $0.00 |
How to Convert Quote to Invoice
Create Your Quote
Start by creating a professional quote with all project details, estimated prices, and terms. Use our quote templates to get started quickly.
Get Client Approval
Send your quote to the client and wait for approval. Once they accept, you're ready to proceed with the work.
Complete the Work
Perform the services as outlined in your quote. Keep track of any changes in scope or actual quantities used.
Convert to Invoice
Click the "Invoice" toggle button above. All your quote data is automatically preserved. Update quantities and prices based on actual work, then generate and send your invoice.
Why Use Our Quote to Invoice Converter?
Instant Conversion
Convert quotes to invoices with a single click. No need to recreate documents or copy data manually.
Unified Template
One quote and invoice template handles both documents seamlessly. Consistent branding and professional appearance.
Multiple Formats
Generate PDFs, Excel files, or Word documents. Export in any format your clients prefer.
Data Preservation
All quote information automatically carries over to your invoice—business details, client info, line items, and more.
Easy Adjustments
Update quantities, prices, and add new items based on actual work completed before finalizing your invoice.
Professional Results
Create polished, professional documents that build trust with clients and get you paid faster.
Difference Between Quote, Estimate, Invoice
Understanding the difference between quotes, estimates, and invoices is essential for proper business documentation. Here's how they differ:
Quote (Quotation)
A quote is a formal offer to provide goods or services at a specific price. It's sent before work begins and becomes binding once accepted by the client.
- • Sent before work starts
- • Fixed price offer
- • Binding when accepted
- • Can convert to invoice
Estimate
An estimate is an approximate calculation of costs. It's less formal than a quote and the final price may vary based on actual work performed.
- • Rough cost approximation
- • Not binding
- • Price may change
- • Less formal than quote
Invoice
An invoice is a request for payment sent after work is completed. It shows what was actually provided and the amount due.
- • Sent after work completion
- • Request for payment
- • Shows actual work done
- • Payment is due
Learn more about quote vs invoice meaning and how to convert quotes to invoices effectively. Our tool makes it easy to convert quote to invoice, quote to bill, or estimate to invoice with just a few clicks.
Auto-Convert Quotes
Our quote to invoice converter automatically preserves all your quote data when converting. Here's how the auto-convert feature works:
Automatic Data Transfer:
- • Business Information: Company name, address, contact details automatically copied
- • Client Details: Client name, address, and contact information preserved
- • Line Items: All products and services with descriptions and prices carried over
- • Terms & Conditions: Payment terms, notes, and special instructions maintained
- • Customization: Update quantities, prices, and add new items as needed
When you convert quote to invoice, you can easily adjust quantities and prices based on actual work completed. The auto-convert feature saves time and reduces errors by eliminating manual data entry. Simply toggle from quote to invoice mode, make any necessary adjustments, and generate your professional invoice.
Quick Conversion Process:
- Create your quote with all project details
- Get client approval on the quote
- Complete the work as specified
- Click "Invoice" toggle to auto-convert quote to invoice
- Update quantities/prices based on actual work
- Generate and send your invoice
Best Practices for Quote to Invoice Conversion
Update Invoice Number
Always generate a new invoice number when converting. This helps with tracking and accounting.
Adjust to Actual Work
Update quantities and prices to reflect actual work completed, not just the original quote estimates.
Set Clear Payment Terms
Specify payment due dates (Net 15, Net 30, etc.) and include payment instructions in your invoice.
Reference Original Quote
Include the original quote number in your invoice notes for easy reference and record-keeping.
Review Before Sending
Always preview your invoice before sending to ensure all details are accurate and complete.
Related Resources
Quote Templates →
Browse our collection of professional quote templates for every industry and use case.
Invoice Templates →
Explore invoice templates that work perfectly with our quote to invoice conversion tool.
Quote vs Invoice Guide →
Learn the key differences between quotes and invoices and when to use each document.
Create Invoice Now →
Start creating professional invoices and quotes right away with our free invoice builder.
Ready to Convert Your Quotes to Invoices?
Start using our quote and invoice generator today. Free, fast, and professional.