Quotes that win the work

Send a clear, branded quote while the client is still keen. When they say yes, turn it into an invoice in one click, with every line carried over.

Free plan available. No credit card required.

Two people shaking hands across a desk after agreeing a deal
QUO-0062 Awaiting reply
For Harbour HomesValid until 30 Nov
Rewire kitchen (2 days)$960.00
Materials and fittings$415.00
Certification$120.00
Quote total$1,495.00

Quote

Look professional from the very first message.

Build a quote from your saved products and services, set an expiry date and add notes on scope and terms. Your branding is applied automatically, so every quote looks like it came from an established business.

  • Saved products and services with your standard prices
  • Expiry dates so clients know how long a price stands
  • Notes for scope, assumptions and payment terms
  • Quote in your customer’s currency
QUO-0062 Awaiting reply
For Harbour HomesValid until 30 Nov
Rewire kitchen (2 days)$960.00
Materials and fittings$415.00
Certification$120.00
Quote total$1,495.00

Share

Send it while the conversation is still warm.

Email the quote with a link to view it online, or download a PDF to attach to a proposal. Clients can open it on their phone without hunting for an attachment.

  • Email with an online copy
  • Pixel-perfect PDF download
  • Inline preview while you edit
  • Clear statuses: draft, sent, accepted, declined

To [email protected]

Subject Invoice INV-0143 from Fastbooks Studio

Hi Sam, please find your invoice for $2,462.40, due on 30 Nov.

PDFINV-0143.pdf View online

Convert

Accepted? It’s an invoice in one click.

No retyping. Convert an accepted quote into an invoice and every line, price and tax rate comes across. Invoice the full amount, or edit the lines to bill a deposit first.

  • One-click quote to invoice conversion
  • Edit lines before sending to bill deposits or stages
  • The quote stays linked to the invoice for reference
  • Revenue lands in your reports as soon as the invoice is sent
QUO-0062 Website redesign Accepted
Convert to invoice
INV-0151 Draft
  • Deposit (40%)$3,200.00
  • Balance on launch$4,800.00

How it works

Up and running in four steps.

  1. 01

    Build the quote

    Pick the customer and add lines from your catalog. Totals and tax are worked out for you.

  2. 02

    Send it online

    Email it with a view link, or download a PDF for your proposal.

  3. 03

    Mark it accepted

    Track which quotes are waiting, accepted or declined.

  4. 04

    Invoice in one click

    Convert the accepted quote into an invoice with every line carried over.

Two colleagues celebrating with a high five at a desk

The faster the quote, the more jobs you win.

Clients often go with whoever replies first. With your products, prices and branding ready to go, a polished quote takes minutes, not an evening.

Using our free quotation generator?

Keep using it for one-offs. Fastbooks saves your customers and prices, tracks which quotes were accepted and turns them into invoices without retyping.

FAQ

Frequently asked questions

Something else on your mind? Talk to our team, we reply within one business day.

What is the difference between a quote and an estimate?

A quote is usually a fixed price for a defined piece of work, while an estimate is an approximate price that may change. In Fastbooks you use the same quote document for both and explain the terms in the notes.

Can I turn a quote into an invoice?

Yes. Convert an accepted quote into an invoice in one click. All lines, prices and tax rates are copied across and you can edit them before sending.

Can I bill a deposit from a quote?

Yes. Convert the quote and edit the invoice lines to bill a deposit or the first stage, then invoice the rest later.

Do quotes affect my accounts?

No. Quotes are not posted to your ledger. Revenue is only recorded once you send the invoice.

Can I add my branding to quotes?

Yes. Your logo and business details from your business profile are added to every quote and PDF.

Send a better quote today

Create a free account, save your products and prices, and send your first branded quote in minutes.