From quote to invoice in one click
Win the job with a polished quote, then convert it to an invoice without retyping a single line. One tool, one client database, one numbering scheme.
The problems you actually have
Quotes retyped into invoices
Every retyped line is a chance to bill the wrong amount. The quote you sent should become the invoice you send.
Quotes that look like afterthoughts
A quote is your first impression. If it's a plain email or a rough spreadsheet, you're losing deals on presentation.
No link between sale and billing
When quotes live in one tool and invoices in another, follow-up falls through the cracks between them.
One flow for winning and billing the work
Create a branded quote in minutes, send it as a PDF or link, and convert the approved version straight into an invoice — same items, same prices, same client record. Your documents stay consistent and your pipeline stays visible from first contact to final payment.
What you get
Branded quote templates
Quotes that look as professional as the work you're pitching.
One-click quote → invoice
Approved quotes become invoices instantly. Nothing gets re-typed.
Shared client database
Quotes, invoices, and payment history per client, in one place.
Payment tracking
Watch the invoice you converted actually get paid.
PDF + email delivery
Send quotes and invoices without leaving the app.
Questions, answered
Can I edit a quote after converting it to an invoice?+
The invoice is a separate document, so you can adjust line items before sending it — the original quote stays intact for your records.
Do quotes and invoices share numbering?+
Quotes and invoices each follow their own sequence, managed automatically, so your paper trail stays clean.
Is this suitable for agencies with multiple clients?+
Yes. The client database keeps every client's quotes, invoices, and payments separated and searchable.
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