From Quote to Invoice, In Minutes, Not Hours.
Build an itemized quote, send it to your client, and convert it to a branded invoice the moment they confirm, without retyping a single line.
Quotes Get Rebuilt as Invoices, From Scratch.
A quote is built in one document, then the confirmed booking gets invoiced from a blank template. Prices get retyped, line items get missed, and the two documents quietly drift apart.
One Document, From First Quote to Final Invoice.
A quote becomes the invoice with one click when a client confirms. Line items, taxes and supplier costs carry over exactly as quoted, so there's never a mismatch between what was promised and what was billed.
What You Get.
Instant Quote Builder
Build an itemized, branded quote from your rates and supplier costs in minutes.
One-Click Conversion
Turn a confirmed quote into an invoice without re-entering a single line item.
Branded PDF Output
Quotes and invoices go out on your letterhead, ready to send straight from the system.
Payment Status
See which invoices are paid, part-paid or overdue without chasing accounting separately.
From First Quote to Paid Invoice.
- Quote Built
- Sent to Client
- Client Confirms
- Invoice Generated
- Payment Recorded
Quotations & Invoicing FAQs
Do we have to rebuild the invoice manually?
No. A confirmed quote converts to an invoice with one click, carrying over every line item and cost.
Can we brand our quotes and invoices?
Yes. Both go out as PDFs on your agency's own letterhead and branding.
Does this replace our accounting software?
No. It handles the sales-side quote and invoice; the Finance module records the accounting entries behind it.
Can different branches use different pricing?
Yes. Multi-branch operations run with per-branch data isolation, so each branch can hold its own rates and templates.