Shared template system
Use the selected invoice and quotation template across both document types.
QuickBill overview
Quote with confidence
Professional quotation software without repeated admin
Turn saved customers and service items into clear proposals, apply your preferred document design and move approved work into invoicing.
Browser and Android
Mobile responsive
Built for SMEs
What it includes
Built into the existing QuickBill workflow
This capability works with the platform's current records and controls rather than creating a disconnected process.
Validity dates
Show issue and valid-until dates clearly on every quotation.
Convert accepted work
Create an invoice from a quotation when the customer is ready.
Print-ready output
Open responsive public views and save quotations as PDF.
Practical by design
A quotation workflow connected to invoicing
Quotations use the same company identity, service library, tax settings and document templates as invoices, keeping every customer-facing document consistent.
Reusable contacts and services
Build quotes quickly from customer and service records already in QuickBill.
Clear status tracking
Manage sent, accepted and rejected quotation states.
Secure sharing
Deliver a public quotation link through email, SMS or WhatsApp.
Quote-to-invoice conversion
Move successful proposals into the invoice workflow without starting again.
How it works
A short path through the workflow
QuickBill keeps common actions clear on mobile and desktop.
Choose the opportunity
Select the customer or lead and add the proposed services.
Set the commercial details
Add dates, quantities, prices, tax, discounts and terms.
Share the quotation
Send the secure link through the customer channel you prefer.
Convert when approved
Turn accepted work into an invoice and continue tracking payment.
Questions
What businesses and clients should know
Can a quotation become an invoice?
Yes. QuickBill includes a quotation-to-invoice workflow for approved work.
Do quotations use my company branding?
Yes. They use the company information, logo, theme colour and document template saved in settings.
Can customers open quotations on mobile?
Yes. Public quotation pages are responsive and designed for mobile and desktop viewing.
Are draft quotations visible to customers?
No. Draft documents remain inside the authenticated business workspace.
Keep exploring
Related QuickBill capabilities
Put QuickBill - The Invoice Man into your daily workflow
Start with the existing free registration path, or sign in to continue working.