# Make a quotation, estimate or proforma invoice

> On the sale screen open Pre Sale and choose New Quotation, Estimation or Proforma Invoice. Add lines as for a sale; nothing moves in stock or money. Print or share it, and convert it to a sale when the customer agrees.

- Product: NegoBill V5 (https://negobill.com)
- Section: Sales
- Works on: web app (app.negobill.com)
- You need: Sale permission
- Updated: 2026-09-26
- Page: https://negobill.com/help/make-a-quotation

## Steps

1. Open Sales → New sale and pick the customer.
2. Open the Pre Sale menu and choose New Quotation, New Estimation or New Proforma Invoice.
3. Add the lines exactly as on a sale: search, Enter, quantity, price.
4. Save. Print it or Share the link.
5. When the customer agrees, open it under Pre Sales and press Convert to sale: the lines are carried over and stock and money move only now.

## Questions

**What is the difference between the three?**
Only the title and the number series. A quotation is an offer, an estimate a likely cost, a proforma a bill in advance for a payment.

**Can I copy lines from an old bill into a new one?**
Yes. On the sale screen, Copy from lets you tick lines of an earlier sale or pre-sale.