Commercial workflow

Move from a clear quote to an organized sale.

Prepare line items, taxes, discounts, validity, notes, sharing, status, and conversion without presenting the result as a fiscal document.

Illustration about commercial documents and review

Exact scope today

Every capability is labeled so an internal operation is not confused with an official fiscal service.

Quote preparation

Create customer, line, tax, discount, validity, currency, and note details.

Available

Status and sharing

Track draft, sent, accepted, rejected, expired, and converted states.

Available

Conversion to sales draft

Reuse accepted quote data in an internal sales document for review.

Available

Stock review

Products can be linked, but availability should be reviewed before promising delivery.

Assisted

Official fiscal issuance

Issue the final official document with your current fiscal provider.

External

Electronic signature acceptance

No contract-signature or payment collection service is included.

Not available

A Kontafico quote and its converted draft are commercial records, not official fiscal documents and not electronic contracts.

A commercial handoff without retyping

Define the offer

Choose the customer, products or services, quantities, prices, taxes, terms, and validity.

Share and follow up

Send the quote and keep its commercial status visible to the team.

Confirm the acceptance

Mark the accepted version so later edits do not blur what the customer approved.

Convert for review

Create an internal sales draft, then use the fiscal provider for the official document.

Best beta fit

  • Service businesses that quote before starting work.
  • Teams that currently copy accepted quotes into spreadsheets or invoices.
  • A current fiscal issuer for the final official document.
  • A clear person responsible for commercial approval.