Send a quote before the work starts, not a surprise invoice after. Billbooks tracks it from sent to approved, then turns it into an invoice in one click.
Start FREE Trial| Item | Qty | Rate | Amount |
|---|---|---|---|
| Brand identity, phase 2 | 1 | 2,400.00 | 2,400.00 |
| Style guide document | 1 | 450.00 | 450.00 |
Quote a job in conversation and the scope drifts and the number gets fuzzy. A written quote fixes the price and the scope before either of you commits, and only becomes a bill once the client says yes.
Build the quote
Same line-item builder as an invoice: catalog items, quantities, tax, and a discount if the job needs one.
Set expiry and follow-up
Give it a deadline so old pricing cannot be accepted later, plus an automatic follow-up for quiet clients.
The client approves or declines
It moves Draft to Sent, then the client marks it Approved or Declined, no email chasing.
Convert to invoice in one click
Once approved, turn it into an invoice, same client and line items, no retyping.
Every row opens the same menu, Edit, Send, Convert to Invoice, Copy Link, and more. Copy Link gives a shareable URL for a chat or text, no email needed.
A quote you sent and forgot is a job you might lose. Turn on an automatic follow-up and Billbooks nudges the client every 7, 15, 30, or 45 days until they approve, decline, or the quote expires, with the tone stepping up as the deadline nears.
Billbooks pre-fills the From, To, and Subject. Tweak the message, add a Bcc, attach the PDF, and nothing leaves until you click Send.
Estimate settings
Set defaults once in Preferences, so every quote starts with your numbering, terminology, and expiry window.
Custom columns
Rename the Items, Units, Rate, and Amount headers in Preferences. The same names apply to quotes and invoices.
Approve without a login
The client opens the quote from your link, no account required, and approves or declines right there.
Are quotes and estimates the same thing in Billbooks?
Yes, the same document type. Switch which term shows in settings to match how you talk to clients.
What happens when a quote's expiry date passes?
It moves to an Expired status automatically, so old pricing cannot be accepted after the fact.
Does converting a quote to an invoice mean re-entering everything?
No, the client and line items carry over in a single click from the quote menu.
Can I share a quote without sending an email?
Yes, use Copy Link from the quote's menu to get a shareable URL. A chat message or a text works just as well as email.
Does a client need an account to approve a quote?
No, they open the link and approve or decline right there. No login, no account to create.
Is quoting included in the plan?
Yes, unlimited quotes, included at the one flat price.
A little kit of calculators and generators, on the house.
30-day free trial. No credit card required.
Start FREE TrialPairs with Invoicing for the document a quote converts into, and Expenses and Items for the catalog a quote's line items are pulled from. Browse layouts in Estimate Templates, or try the free quote generator first.