Kolva's quotes feature lets you build professional proposals with line items, generate branded PDFs, share them via a public link, and convert accepted quotes into orders — all from your phone or desktop.
Creating a Quote
Navigate to Quotes from the sidebar:
- Tap New Quote and select the client.
- Add your lines by searching the product catalog with Add product. For each line, set the quantity, the unit price and any line discount.
- The totals update as you type: Subtotal (HT), Global Discount, After Discount and Net excl. tax amount. Tax comes from your company tax settings, or from the ERP snapshot once the quote is synced.
- Set Valid until and add optional Notes for the client.
- Tap Create Quote. If Kolva raises a point under Review before validation — margin, discount or tax — confirm it before the quote is created.
Pro tip Always set Valid until. It creates urgency, and it is what Kolva uses to surface the quote in the To follow up tab before it expires.
PDF Generation
Generate a professional, branded PDF of any quote with a single tap:
- Open the quote and tap Download PDF.
- The PDF carries your company branding, the client details, every line with its pricing, the totals and your notes.
- Before the quote is sent, the PDF is an internal preview; once it has left for the client, Kolva produces the official document.
The PDF is generated using your company branding — logo, colors and contact details from your company profile under Settings > Company.
Note The PDF is produced by Kolva, not by your browser, so generating one needs a connection. In exchange, an official PDF is pinned to the quote pricing snapshot: the document you sent cannot drift if a price changes afterwards.
Public Sharing Link
Share a quote with your client via a unique public link — no login required:
- Open the quote and tap Copy Link — or WhatsApp to drop it straight into a conversation.
- Kolva builds a unique, secure URL from the quote share token (
kolva.ai/quote/<token>). - Send the link by e-mail, WhatsApp, SMS or any other channel.
- The client opens it in a browser and sees the quote without signing in.
The public page is deliberately in English, whatever language you use in Kolva. It is the seller's commercial document: the day it is localized it will follow your company language — the rule the legal tax mention frozen on the quote already follows.
Accepting or Declining
From the shared page the client answers directly. Its buttons are in English, like the rest of that page:
- Accept Quote — the client accepts. The quote moves to Accepted.
- Decline — the client can type a reason, then confirms with Confirm Decline. The quote moves to Rejected and the reason is kept.
The quote status updates automatically: Draft, Sent, Accepted, Rejected, Expired, or Converted. Each status change is timestamped and logged in the quote's history.
Pro tip Kolva cannot tell you whether the client opened the link — there is no read receipt. What it gives you instead is the To follow up tab, which gathers sent quotes that are ageing or close to expiry, and two actions on the quote itself: Create follow-up action and Plan closing.
Converting a Quote to an Order
Once a quote is approved, convert it to an order with one tap:
- Open the accepted quote.
- Tap Convert to Order.
- Kolva creates the order with the lines, quantities and prices of the quote.
- The quote moves to Converted; open the order to adjust it before it goes further.
Note Converting a quote to an order links the two records. You can always trace an order back to its originating quote for audit and reporting purposes.