Quotations

The Quotations page lists every quotation you have sent in one place, with search, status tabs, running totals and an actions menu on each row. This guide shows you around it.

When you pick a service, IzzyTap loads that service's terms and conditions onto the quotation. You can rewrite, restyle, reorder, add or delete any block before you send, and the wording freezes onto the sent quote.

Build and send a branded quotation with your terms, line items and tax, for a client you already have or a brand new one, so they can review and accept it online.

Change a quotation you already sent, or send it to the client again. This guide shows both, and when a quotation can no longer be edited.

Each quotation line has a kind: Government fee, Service charge or Other. The kind sets whether VAT is added, and a separate internal service tag keeps your revenue reports accurate without ever printing on the PDF.

When a client signs and accepts a quotation, IzzyTap files the signed copy and automatically raises the matching invoice, so you never re-key the figures.

Preview builds the real branded PDF exactly as your client will see it, without saving or sending anything. Because sending is instant and cannot be undone, always preview first.

A plain guide to every quotation status (Sent, Accepted, Converted, Declined, Expired, Cancelled) and the Lead tag, so you know at a glance where each quote stands.

Sent a quotation by mistake or with the wrong figures? Withdraw it so it can no longer be accepted. This shows you where the button is, the optional note, and what the client sees.

Tried to cancel a quote and got blocked? Once a client accepts, the quote becomes a real invoice, so you cancel that invoice instead. Here is what each message means.

Every quotation is valid for 30 days from its date. This explains how the window works, how back-dating shortens it, what the client sees after it lapses, and how to re-quote.

Fix a client who cannot reach or accept your quotation: no email on the quote, an expired or withdrawn link, or one already accepted or declined.