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.
Plan gratuito · Sin tarjeta de crédito · Configuración en minutos
Los problemas que realmente tienes
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.
Cómo funciona
Create your free account
Sign up with your email and both quoting and invoicing are ready to use within a minute: no credit card, and nothing to install before you can send a proposal. Because it runs entirely in the browser, you can put a quote in front of a prospect the same day you decide to try it, without waiting on any setup.
Add your business and clients
Set up your business profile and branding once, then add the clients and products or services you typically quote for. If you're bringing across an existing client list, import it from a spreadsheet in bulk rather than re-entering every contact by hand. Saved records mean a quote and the invoice it later becomes both pull from the same client details.
Send your first invoice
Draft a quote first if the job needs approval before it starts, send it as a branded PDF or link, and once the client agrees, convert it into an invoice in a single click. The same line items carry over with nothing retyped. From there, track the invoice through paid, partial, or overdue from the same client record the quote came from.
Lo que obtienes
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.
From quote to invoice, without retyping a line
Quotation and invoice software earns its keep at exactly the moment most tools break down: the handoff between winning the work and billing for it. Send a branded quote for a job before it starts, and the moment a client approves it, convert it into an invoice in one click: the same line items, the same client record, and no chance for a price to drift between what was agreed and what actually gets billed. The quote itself stays on file as a record of exactly what was proposed and accepted, in case anyone needs to check it later.
Quotes and invoices deliberately keep their own numbering sequences, each automatic and sequential, so a quote that never converts doesn't leave a gap in your invoice numbers, and an invoice doesn't inherit a number that makes sense only in the context of the quote it came from. Both document types share the same branding and the same client and product records, so a quote and the invoice that follows it look like they came from one consistent process rather than two different tools stitched together, even if weeks pass between sending the quote and issuing the invoice.
If a client is VAT-registered, or the work is taxed at more than one rate, set VAT per line item on the quote and the same logic carries through automatically when it becomes an invoice: net, VAT, and gross shown clearly on both documents, without recalculating anything by hand. Billing an international client works the same way across both stages: quote and invoice in their currency, and your reports still consolidate everything back into your home currency, whether the deal was won in one currency or several.
Not every quote turns into exactly what was agreed. If the scope changes before the client signs off, edit the invoice's line items directly before sending. The original quote stays untouched as a record of what was first proposed. And if something needs correcting after an invoice has already gone out, issue a credit note against it rather than editing history, so the full arc from quote to invoice to correction stays traceable in one place, per client.
Ready to send a quote your next client actually signs off on?
Start freePreguntas frecuentes
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.
Does VAT carry over from a quote to the invoice it becomes?+
Yes. Set VAT per line item on the quote, and the rate carries through automatically when you convert it into an invoice. Both documents show the same net, VAT, and gross breakdown, so nothing needs recalculating by hand between the two stages, even if the quote sat unanswered for weeks before the client finally approved it.
What does quotation and invoice software cost?+
There's a free plan covering quotes, invoices, and payment tracking, so you can run the full quote-to-invoice flow before deciding whether to upgrade. When you outgrow it, a paid plan raises your limits rather than introducing a separate fee for sending a quote versus an invoice. Pitching a job costs nothing beyond the time it takes to write it up.
What if a client wants changes after I've already invoiced the approved quote?+
Issue a credit note against the invoice rather than editing it directly. It keeps a clear record of what was originally quoted, what was invoiced, and what changed afterward, useful when a client questions a total months later and you need the full history, not just the final number, laid out document by document.
How long does it take to send my first quote and invoice?+
Most users send a quote within minutes of signing up. Add your business details, one client, and your line items, and it's ready to send as a branded PDF or link. There's no onboarding call and nothing to install, so the full quote-to-invoice flow is usable the same day you create an account, from the very first proposal through to the invoice it eventually becomes.
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