PRACTICAL CHECKLIST · QUOTAVANI
Invoice and quotation PDF checklist: before you share
Check the customer, work, quantities, prices, tax and payment details before sharing an invoice or quotation PDF from your phone.
Updated · Quotavani
1. The right customer and document
Check the customer name and contact details, document type, document number and date. If you repeated an earlier document, confirm that the old customer’s information has been replaced everywhere it should be.
2. The actual work
Read each description as if you were the customer. Does it make the service, product, quantity and pricing basis clear? Remove items that do not belong to this job.
3. The numbers
Verify quantities, prices, discounts and the final total. Check that any tax treatment matches your business and the transaction. Compare the exported PDF with what you intended to charge.
4. Payment and expectations
Check payment details against a trusted source. Include the agreed payment timing and relevant job terms. For a quote, make the next step for acceptance clear.
5. The file you actually send
Open the PDF after export. Look for clipped text, missing lines, blank pages and unreadable details. Confirm the recipient in your sharing app before sending.
A useful MVP test
In Quotavani, try a long service description, several items and a repeated document for a new customer. Share only with yourself during this test. Note the steps that led to any error and report them through your private tester page without including customer or bank details.
See the finished document.
See Quotavani invoices and quotations with business details, itemised work and clear totals.
Explore the PDF output ↗