Proposals & quotes
Pro quotes out the door in 90 seconds.
Create a quote straight from the lead or client. Line items with quantities, prices, taxes per line or global. Branded PDF ready to send.
The problem we solve
Building a quote in Word, fixing the layout, exporting to PDF, emailing it, then forgetting 3 weeks later whether the client replied.
What it lets you do
4 key features
Rich item editor
Lines with description, quantity, unit price, optional tax, auto-calculated total. Reorder by drag-and-drop.
Reusable item catalog
Save your recurring services (audit, branding, frontend dev…) and re-insert them in one click on any new quote.
Traceable statuses
Draft → Sent → Accepted → Declined → Expired. Every transition is timestamped and tied to the lead.
1-click invoice conversion
When it's accepted, turn the quote into an invoice without re-typing anything.
Want to try Proposals & quotes?
30 days free, no credit card.