Professional quotes in minutes
Create quotes from reusable templates with your logo, pricing, taxes, and terms already prepared.
Finance
Quotes - From proposal to invoice in one click
Send clear quotes quickly, follow approvals, and move straight into invoicing without retyping the job.
Approved quotes can be converted into invoices in one click, without copying line items by hand.
Finance
Clear approval tracking
Know which quote is pending, approved, or expired so your team can follow up at the right time.
No duplicate entry after approval
Once a customer approves the quote, convert it to an invoice instantly with the same details already filled in.
Quotes
Close more work with clear quotes
Finance
Scale with fast approvals
- 1Build a professional quote in less than a minute
- 2Send quote links from office or field
- 3Collect customer approval online
- 4Convert approved quotes into invoices
- 5Keep a complete quote history by customer
- 6Store notes and images for each proposal
How it works
Step 1
Prepare the quote
Add services, products, and taxes to build a quote that is ready for customer review.
Step 2
Send for approval
Share the quote by email or link so the customer can review it without friction.
Step 3
Track the response
See whether the quote is still pending, accepted, or close to expiry.
Step 4
Convert to invoice
Turn the approved quote into an invoice in one click and continue the billing workflow.
Included capabilities
- Reusable quote templates
- Customer-ready share links
- Approval tracking
- Expiry reminders
- One-click invoice conversion
- Consistent taxes and totals
- Quote history by customer
Related features
Related solutions
Available in
Momentum - $24.99 / month
Momentum helps small businesses create quotes, send invoices, and keep billing consistent from day one.
See all plans