Create it in QuickQuote
Review the AI draft, add line items, assign a quote number and save the PDF to the job.
From site visit to payment.
AI quote & invoice drafts for trades
QuickQuote Flow turns job-site data into editable quote and invoice drafts. Create the PDF directly in QuickQuote or import existing documents from your ERP. Approval, sent status and payment follow-up stay visible on the job.
- Editable AI drafts
- QuickQuote PDF or ERP import
- Track sending & payment
Settle in and work in the browser on your laptop
One workflow. Three devices.
Phone, tablet or laptop: You choose.
QuickQuote is quoting software for trades that keeps working wherever you are: on site with your phone, on the move with a tablet, or settled in at your laptop. Draft, line items and PDF stay on the same job.
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Start right on site
Photos, measurements, materials and voice notes become an editable AI quote draft.
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Review & edit on the move
Adjust line items, quantities, prices and descriptions on your phone or tablet.
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Finish at the office
See the PDF and line items side by side on your laptop. Review, number and save the quote.
Live on a phone: rebuild the draft, review the PDF and save it to the job.
3
device types: phone, tablet and laptop
1
shared quote draft directly on the job
0
files that need sending back and forth between site and office
Two routes, one workflow
Create it in QuickQuote or keep using your ERP
QuickQuote turns the site visit into an editable AI draft. Tap to change line items, quantities, units and prices; the quote PDF updates immediately.
Import it from your ERP
Upload an existing quote or invoice PDF and continue through the same approval, sending and status workflow.
The document journey
Four steps from site visit to customer
Whether it is a QuickQuote PDF or an ERP document, every step stays documented and visible to the team.
Speak the site visit in
The technician captures photos, measurements and materials on site and speaks the rest as a voice note. The AI structures everything on the project.
Draft or ERP PDF
AI creates an editable draft, or the office imports an existing quote PDF from the ERP.
Review line items
Work, quantities and prices are checked and adjusted. The finished PDF stays visible right on the job.
Approve and send
The boss approves or returns the document with a note. It is then recorded as sent to the customer.
The approval
The PDF is visible before it leaves the business
PDFs created in QuickQuote and PDFs imported from the ERP use the same workflow. The boss sees the document right in the app, can mark passages, comment and return it with a clear note instead of dictating changes over the phone.
If he approves, the office sends it out. When the customer accepts or declines, that is documented on the project. On acceptance, the project moves automatically into execution, where installers see their jobs with all the data.
- View a QuickQuote or ERP PDF right in the app
- Approve or return with a note, cleanly documented
- On acceptance, the project moves into execution
After the work
Job data becomes an invoice draft
QuickQuote uses the quote, approved hours, materials and job data as its starting point. Review the editable draft and create the invoice PDF. Alternatively, import an invoice already made in your ERP.
AI invoice draft
Job work, approved hours and materials become an adjustable draft and PDF.
Existing invoice PDF
Create the invoice in your ERP and attach it to the same QuickQuote job.
- 01Review & approve PDF
- 02Invoice sent to customer
- 03Reminder: payment checked?
- 04Mark paid or still open
Important: QuickQuote reminds the team to check. Your business still confirms whether payment has arrived.
Frequently asked questions
Quotes, invoices and ERP with QuickQuote Flow
Can QuickQuote create quotes and invoices itself?
Yes. QuickQuote turns job data into editable quote and invoice drafts. You review line items and prices before creating the PDF.
Does QuickQuote work on phone, tablet and laptop?
Yes. Review and edit the same quote draft on your phone or tablet, then continue in the browser on your laptop. Line items, prices and the PDF stay on the same job.
Can I keep using my ERP?
Yes. Create the document directly in QuickQuote or import an existing quote or invoice PDF from your ERP. Both routes then use the same approval and status workflow.
Which data does the AI use for the draft?
The AI uses work, measurements, materials, voice notes, approved hours and existing job documents as its starting point. The draft remains fully editable.
How do review and approval work?
The finished PDF stays visible on the job. The boss can review and mark it, approve it or return it with a note. Only then is it marked as sent.
What happens after an invoice is sent?
The job moves to “Invoice sent to customer”. QuickQuote later reminds the team to check whether payment has arrived, and the business marks the invoice as paid or still open.
Does QuickQuote replace my accounting system?
No. QuickQuote can handle drafts, PDFs and the operational workflow. Accounting, tax, payroll and existing ERP processes can stay in the systems you already use.
Does the customer see internal notes?
No. Drafts, check hints, comments and approvals remain internal. The customer only receives the document your team sends.
Keep reading
From quote to invoice without a broken handover
Site documentation
The basis is created on site: photos, measurements, materials and voice notes right on the project.
Learn moreTimesheets
Approved hours and recorded materials become the basis for the invoice draft after the work is done.
Learn moreThe complete workflow
See how site, office, jobs, documents and payment status work together in one job management system.
View job managementSee it first. Then decide.
Follow a job from quote to invoice.
No installation and no account required. See how the AI draft, PDF, approval, sent status and payment follow-up work together.
