Quotes

Send quotes by email or WhatsApp. Track open, view, and accept status. One-click conversion to MRA-fiscalised invoices.

How it works

Create a quote with the customer, line items, pricing, and terms. Send by email or WhatsApp. Each quote has a unique URL the customer can open to view, accept, or request changes. Track open, view, and accept status.

One-click invoice conversion

When the customer accepts, one click converts the quote to a MRA-fiscalised invoice. No re-entry of customer or line items. The original quote is linked to the invoice for audit.

Pipeline integration

Won deals in the pipeline convert to quotes in one click. Pre-filled with the customer and line items from the deal. Sales cycle flows seamlessly.

Approval workflows

Configure approval workflows for quotes above a certain value. Manager approval required before the quote is sent.

Internal links

See CRM module, Pipeline Tracking, and Invoicing module.

Why this feature matters in daily operations

Quotes is most useful when it removes a repeated manual step from the business. For a Mauritius company using MRA-compliant billing, every operational shortcut must still preserve tax accuracy, invoice traceability, customer records, and audit history. Codeblix keeps the feature connected to the same customer, item, user, and reporting data used elsewhere in the platform.

This means staff can work faster without creating a second source of truth. Managers get cleaner reporting, accountants get better supporting records, and owners can review what happened without searching through spreadsheets, WhatsApp messages, or separate desktop files.

Setup and usage guidance

During setup, define who can use this feature, what approval rules apply, and what information must be captured before a record is saved. For best results, test the workflow with real examples from the business: common products, typical customers, normal discounts, and the edge cases that usually cause mistakes.

How Codeblix keeps it audit-ready

Every action should support a clear audit trail. Codeblix is designed so operational features support compliance instead of bypassing it: records are structured, permissions are controlled, and reports can be reviewed when the business needs to explain a transaction or reconcile activity.

Buying and rollout advice

Before choosing software for Quotes, ask for a workflow demonstration using your own type of transaction, not only sample data. The test should include the normal case, a correction, a credit note or refund where relevant, a report export, and the user permissions your team will actually use. This quickly shows whether the system is ready for daily work or only looks good in a short demo.

Also check support and onboarding. For Mauritius businesses, local context matters: VAT treatment, MRA fiscalisation, offline behaviour, document wording, accountant expectations, and staff training can all affect the success of the rollout. A good implementation should make these details clear before go-live.

Why Codeblix is a strong fit

Codeblix is built around the Mauritius compliance environment and the practical needs of small and medium businesses. The platform is designed to keep invoicing, POS, inventory, accounting, reports, and customer records connected, so owners can reduce manual reconciliation and operate with cleaner data.

The best result is a system your staff can use every day without workarounds. That means clear screens, reliable records, exportable reports, controlled access, and a support team that understands the local EBS requirements.