01
Numbered Quotes
Convert an estimate to a quote, or just send it, and it gets the next number (Q-0001, Q-0002 and so on). The quote is then locked, so what the client signed is what you hold. To change it, revise the estimate and send it as a new quote with its own number.
02
Your Name on Every Document
Set your company name, logo, address, phone, email, website, company number and VAT number once in Settings. They appear on quotes, estimates, invoices and in the client portal, so every document clearly comes from you.
03
Sign, Ask for Changes or Decline
Clients approve by drawing their signature and confirming their name, ask for changes with a short message, or decline with an optional reason. You are told straight away, and a request for changes shows on the estimate so you can revise it.
04
By Link or in the Portal
Send the quote by email, or open it in your own email app, and the client can respond from the link. It also appears in their client portal, where anything waiting for them shows in a notification bell.
05
A Signed Copy on Record
When a client approves, a PDF with their signature, name and the time is saved against the quote. You and the client can download it, and it never changes afterwards.
06
Won or Lost, and Why
Record whether each quote was won or lost, and the reason. Compare actual costs against what you quoted, so the next price is sharper.