Invoice the option they accepted, never twice
Converts a won quote to an invoice in one tap.
Part of quoting & estimating in Gaffer, which replaces Word documents, a spreadsheet of prices and a Sunday evening.
Quotes out in minutes, accepted from the customer’s phone.
Start from one of 218 priced templates or your own price book, offer good-better-best options, take a deposit on acceptance and turn the quote into a job and an invoice without retyping a line.
Quotes go out the same day, so you win work that used to go to whoever replied first.
Quote to invoice is one of the 10 things in quoting & estimating. See the rest →
- Turn an accepted quote into an invoice with the lines, prices and VAT rates carried across
- Tiered quotes invoice the option the customer accepted, never the tiers they turned down
- A deposit taken at acceptance is linked to the new invoice and credited, so nobody pays twice
- The same quote cannot be converted twice, which is the usual source of duplicate invoices
- Issue date, due date, number and notes can all be overridden at the point of conversion
Step 02 of the job: quote
Pick one of 218 priced quote templates for your trade or pull lines from your own price book. Offer good-better-best options. Send it from the van, and the customer signs on their phone.
Quoting & Estimating is where quote to invoice sits, and that is the step it shows up in most. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What is quote to invoice for?
Turn an accepted quote into an invoice with the lines, prices and VAT rates carried across Tiered quotes invoice the option the customer accepted, never the tiers they turned down
Can I still write a one-off quote from scratch?
Yes. Templates are a starting point, not a cage — add free-text lines, change any price, delete the lot and type your own. What the templates buy you is not having to remember what a consumer unit change costs.
What happens to a quote nobody answers?
It chases itself on a schedule you set, then expires on its date rather than sitting open forever. Quotes that went quiet surface as opportunities so you can ring the ones worth ringing.
Which plan is it on?
Every paid plan. Quote to invoice is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
The rest of Quoting & Estimating
All 10 →- Build line-item quotes in minutes and win the job
- Customers accept and pay the deposit on their phone
- Change a price once, every quote follows
- Take the deposit the moment they accept
- Chase a quote before it expires, not after
- Quote with confidence using smart price suggestions
- Offer good, better and best on one quote
- Snap a few photos. Get a ready-to-send quote in seconds.
- Win more quotes faster with ready-made templates
Put quote to invoice to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.