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Quotations
2025-11-25
Aurex Team
5 min read

From Pitch to Payment: Converting Quotations to Invoices Instantly

From Pitch to Payment: Converting Quotations to Invoices Instantly

Streamline your workflow. Learn why manual data entry is killing your productivity and how one-click conversion can save the day.

The Old Way vs. The Smart Way

The Old Way:

  1. Create a quote in Word.
  2. Send to client.
  3. Client accepts via email.
  4. Open Word again, "Save As" Invoice.
  5. Manually change "Quote" to "Invoice".
  6. Update dates and invoice numbers.
  7. Hope you didn't forget anything.

The Smart Way (Aurex):

  1. Create Quote.
  2. Client accepts.
  3. Click "Convert to Invoice".
  4. Done.

Why Speed Matters

The faster you invoice after acceptance, the faster you get paid. Delays in invoicing leads to delays in payment. Removing friction from this process is the #1 way to improve cash flow.

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