Manage the full sales cycle by sending quotes and converting them into invoices

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Use your own branding

Brand your quotes exactly as you want them. Impress your clients with one of our professionally crafted templates or use your design skills to create your own.

Use your own branding

Create a quote in seconds

Create and send quotes straight from your phone or tablet. Your clients can view your quotes online and print them via PDF download.

Create a quote in seconds

Convert quotes into invoices

Save time and effort by automatically creating invoices from accepted quotes.

Convert quotes into invoices

Track the status of quotes

Status management and reporting for open, invoiced and rejected quotes.

Track the status of quotes

More quote features

Custom sequence

Set up your own alphanumeric quote numbering sequence

Your own logo

Add your own custom logo to your quote templates

Email templates

Use email templates to save time and standardise the email subject and body when sending quotes

Email history

View the full email history for each quote

Price list items

Set up a price list of commonly sold products and services to quickly build future quotes

Tax rates

Default the appropriate tax rates on the quote by item, client or ledger account

Clone quotes

Copy existing quotes in no time using the clone feature