The problem
Sales teams often quote in one tool, confirm orders in a spreadsheet or a separate order system, and then someone re-keys the final numbers into an invoice. Every re-entry is a chance for a typo, a missed line item, or a price that doesn't match what the customer actually agreed to.
How AccountDesq solves it
Quotes and sales orders each have their own status machine and a public acceptance link so a customer can approve a quote directly. Converting a quote to a sales order, and a sales order to an invoice, carries the line items and pricing forward automatically - the chain is Customer → Quote → Sales Order → Invoice, and every stage is a real, queryable record, not a static PDF.
How it works, step by step
Create a quote
Build it from your item catalog with the customer's agreed pricing and terms.
Customer accepts
A public acceptance link lets the customer approve the quote without needing a login.
Convert to a sales order
One action turns the accepted quote into a sales order, carrying line items forward.
Convert to an invoice
When you're ready to bill, the sales order converts to an invoice - same line items, same pricing, no retyping.
Connected to the rest of AccountDesq
Nothing here works in isolation - it posts through the same ledger as everything else.
In practice
A furniture retailer sends a customer a quote for a custom order. The customer accepts it online, the retailer converts it to a sales order to confirm stock and lead time, and when the order ships, that same sales order becomes the invoice - with the exact line items and pricing the customer already agreed to.
What this means for your business
- What the customer agreed to in the quote is exactly what gets invoiced - no re-entry gap where numbers can drift.
- A sales order gives you a confirmed-but-not-yet-billed record, useful for planning fulfillment before you invoice.
- Customers can accept quotes online without a phone call or a signed PDF round-trip.
Frequently asked questions
Can customers accept quotes without creating an account?
Yes - each quote has a public acceptance link that doesn't require a customer login.
Does converting a quote to an invoice require re-entering line items?
No. Line items and pricing carry forward automatically through Quote → Sales Order → Invoice.
Is a sales order the same as an invoice?
No - a sales order confirms the order before billing. It converts into an invoice when you're ready to bill the customer.