Prepare · Draft01
Customer: Innovatek Soluciones SL (B-87654321). Implementation €900.00 · Annual licence €1,200.00. Taxable base €2,100.00. Next step: Send.
Create quotes.
Turn them into invoices.
Prepare a proposal from your catalogue, know its status and convert it into an invoice without rebuilding the document or losing the context of the agreement.
See the journey ↓The quote is not replaced: it stays linked to the invoice that follows.
Decide · Accepted02
Quote to review. One proposal, no confusing attachments. Valid until 30 June 2026. Accept quote ✓ · Response recorded: Today · 10:42. Next step: Convert.
Continue · Ready03
Invoice F-2026-0143, from PRE-2026-0148. Customer and lines: kept. Tax series: ready. Next action: Approve invoice →
The part that does not start over The invoice receives the agreement.
The invoice receives the agreement.
Not a manual copy.
When you convert an accepted quote, Cofactu keeps the decisions you already made. The invoice only adds what it needs to continue its tax journey.
See electronic invoicing ↗Accepted by Innovatek Soluciones SL → Invoice ready for review. No copying.
| Item | Value | What it includes | When |
|---|---|---|---|
| Customer | Innovatek Soluciones SL | Tax details and contact | What was already decided |
| Lines | Licences and service | Prices, discounts and VAT | What was already decided |
| Context | Project · Expansion 2026 | Tags and cost centre | What was already decided |
| Series and number | F-2026-0143 | — | What is completed on invoicing |
| Validation | Ready for review | — | What is completed on invoicing |
| VeriFactu | Generated on approval | — | What is completed on invoicing |
The invoice keeps the link to its source.
Sales control
What matters is not hidden in a PDF you sent.
See what is waiting for a reply, what was accepted and what needs a new version. The status tells you about the quote; the history keeps the conversation.
Create my free account → 
Draft · Sent · Accepted · Expired
| Quote | Customer | Amount | Status |
|---|---|---|---|
| PRE-2026-0148 | Innovatek Soluciones SL | €2,541.00 | Accepted |
| PRE-2026-0147 | Estudio Norte SL | €968.00 | Sent |
| PRE-2026-0146 | Meridiana Servicios | €1,214.50 | Draft |
| PRE-2026-0145 | Taller Sur | €480.00 | Expired |
4 quotes · 1 converted this month
The same thread, in each case
Three ways to reach an invoice without losing what was agreed.
01Services A clear proposal before committing hours. Groups scope, phases and terms in one document the customer can understand and accept. Create a service quote ↗ 02Sales An alternative version does not erase the conversation. Duplicate an offer, adjust its lines and keep the context of the option that ended up approved. See the sales flow ↗ 03Project Acceptance arrives with its accounting context. Project, tags and cost centre go with the invoice so the next team does not have to rebuild them. See accounting ↗ Continue the journey
After acceptance, every piece of data finds its place.
A well-tied proposal.
The answers you need before putting quotes and invoices on the same journey.
See electronic invoicing →Do the quote and the invoice share the same PDF design?
Yes. Both use the same template with your logo and tax details. The quote has its own reference; when you convert it, Cofactu creates the sequential number and the tax elements of the invoice.
What happens to the quote when it becomes an invoice?
It stays linked to the generated invoice and keeps its history. You can open the quote from the invoice and check the invoice from the quote.
Can I make quotes with several VAT rates?
Yes. Each line can use its own VAT rate: 0%, 4%, 10%, 21% or exempt. Cofactu calculates the base and VAT breakdown for each rate.
Is the internal approval workflow mandatory?
No. You can send a quote straight from draft, or switch on an internal review when the organisation needs to validate an offer before sharing it with the customer.
Quote once.
Continue with that same data.
No card, and no need to decide what to type again when the customer accepts.
See pricing ↗
