XeroQuickBooksSage

Quote to Invoice

Build a quote on site. Customer approves it. One tap pushes it as a draft invoice into your accounting software. No double entry, ever.

Start free trial$39/mo · 14-day free trial · No credit card required

How it works

01

Quote on site

Build the quote on your phone or tablet while standing with the customer. Add labour, materials, and any extras.

02

Customer approves

Send the quote by email for digital approval, or get a signature on screen. Quote status updates automatically.

03

Invoice appears in your accounts

One tap pushes an approved quote as a draft invoice into Xero, QuickBooks or Sage. No re-entering data.

What's included

Works with your existing accounting software

Connects to Xero, QuickBooks and Sage via official APIs. No data leaves without your permission.

PDF quotes with your branding

Professional PDF quotes with your logo, colours, and payment terms. Five templates included.

Customer approval tracking

Know the second a customer opens and accepts a quote. Email notifications and a live status dashboard.

Line item library

Save your common labour rates, materials, and services. Build quotes in seconds, not minutes.

Job linking

Attach quotes to jobs. When a quote is accepted, the job status updates automatically.

Multi-currency ready

Supports NZD, AUD, GBP, USD and more. Currency is derived from your accounting software connection.

Simple pricing

One price per company. Unlimited users, unlimited quotes, unlimited platforms.

$39
per month
or $390/yr (save $78)
  • Unlimited quotes
  • Unlimited users
  • All 3 accounting platforms
  • PDF quote generation
  • Customer email approval
  • Line item library
  • Job linking
  • Email support

Works with

XeroQuickBooksSage

Connects via official OAuth APIs. Your accounting data stays in your accounting software. We only write invoices you explicitly push.