Quoting software
Quoting software that turns approvals into invoices
A quote is the part of the job where you are still competing. If yours arrives as an attachment nobody can open on a phone, or three days after the site visit, you lose work you were qualified to do. QuipDesk gets a professional, branded quote in front of a client quickly and tells you exactly what happens to it after that.
What you get
Built around how the work actually runs
Quotes you can send from site
Build a quote on your phone before you leave the client's premises, while the scope is still fresh and the client is still interested.
You know when it was opened
Delivery, open and click tracking on every quote, so following up is a decision based on fact rather than a guess.
Online approval with a signature
Clients approve or decline in their own portal and sign with a typed or drawn signature, captured with a timestamp and IP address.
Approved becomes invoiced
An approved quote converts into an invoice in one click, with the same lines, VAT and terms. Nothing gets retyped, so nothing gets mistyped.
Expiry dates that hold
Set a validity period once and every quote expires on schedule, which protects your pricing when material costs move.
Reusable line items
Keep your standard rates, call-out fees and common materials in a catalogue so repeat quotes take minutes rather than an evening.
How it works
From first contact to money in the bank
- 1
Quote on the spot
Choose the client, add your lines, apply a discount if you are negotiating, and QuipDesk totals it with VAT in real time.
- 2
Preview before you send
See the exact PDF the client will see, on your branding, across every page, before it leaves your hands.
- 3
Client approves online
They open a secure portal link from email or WhatsApp, read the quote on their phone and approve it with a signature.
- 4
Invoice and get paid
The approval converts to an invoice automatically and the client can pay it in the same portal.
Why quotes go cold
In most small businesses a quote dies for one of four reasons, and all four are fixable.
- It took too long to send, and someone else got there first.
- It looked improvised, so the client questioned whether the work would be any better.
- It was awkward to accept, because accepting meant printing, signing and scanning.
- Nobody followed up, because nobody knew whether it had even been read.
From quote to cash in one thread
Because the quote, the invoice, the payment and the client's history all live in the same record, you can answer a question like 'what did we charge them last time' in seconds. Each client has a profile with every quote, invoice, payment, note and project attached, and a statement you can email or download at any time.
Deposits before you start
For work that needs materials up front, convert an approved quote into a deposit invoice, take payment online, and only then schedule the job. The balance invoice carries the deposit across automatically.
Questions
Common questions
- Can a client accept a quote without creating an account?
- Yes. Each client gets a secure portal link unique to them. There is no password to remember and nothing to install.
- Is a digital signature good enough?
- For ordinary commercial quotes, an approval captured with a signature, timestamp and IP address is a far stronger record than a verbal yes or an email saying 'go ahead', which is what most small businesses rely on today.
- Can I quote in a format my clients recognise?
- You choose the template, your logo, your colours, your footer and your terms. Business plan workspaces can remove QuipDesk branding from documents entirely.
- What happens when a quote is declined?
- It is recorded against the client with the date, so your conversion rate reflects reality and you can see which kinds of work you are losing.
Send a better quote this week
Start free for 14 days with full Professional features and put your next quote in front of a client in under ten minutes.