Professional quotes Impress clients. Win more work.
Send your client a link. They open it on any device, review everything clearly, and accept in seconds. Quick, professional, done.
Quotes that are a pleasure to receive.
A link, not an attachment. Clients say yes right there.
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AI Quote Builder
- Choose AI or manual. Describe the job in plain language and get a complete structured quote in seconds.
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Describe the Work
- Type a detailed brief, select a client, set the expiry — then hit Generate. The AI handles the rest.
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Instant Quote Draft
- The AI returns a professional quote with a title, scope of work, and every line item priced and ready to review.
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Itemized Totals
- Every line item is broken out with tax applied per item. Subtotals, tax breakdowns, and the grand total are calculated automatically.
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Payments & Accounting
- Require payment at acceptance and auto-create a QuickBooks or Xero invoice — configure it per quote in one step.
Everything your quote workflow needs.
Every step handled, from sending to getting paid.
- Quote builder
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Add line items from your saved library, set quantities and prices, apply tax rates — then send a clean link to your client.
- Client portal
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Every quote has a private link. Your client opens it in their browser, reviews everything clearly, and responds in seconds.
- Accounting sync
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No copy-pasting, no double entry. When a client says yes, the job appears in your accounting software ready to invoice.
Loved by teams who send quotes.
What teams who send quotes say about us.
“I used to dread sending quotes. Now I send a link and the client accepts the same day. It just works.”
“Our team of five all work from the same quote list. No more emailing spreadsheets back and forth. Game changer.”
“QuoteCrest pays for itself every month. Clients pay at acceptance on the Business plan — we get money in before the job even starts.”
“The QuickBooks sync alone is worth it. Accepted quotes appear as invoices automatically. I haven't done manual data entry in months.”
“Our close rate went up noticeably after switching. Clients can select optional add-ons themselves — they feel in control and we sell more.”
“Switching was easy. Everything I needed was there. The client portal is cleaner and clients actually read the quote now.”
Start sending better quotes today
Start free. Your first quote could go out today.
Frequently asked questions
Still have questions? We're happy to help.
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All plans include unlimited quotes, including the free plan. There are no send limits.
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Each quote gets a unique shareable URL. You send it to your client and they can view the quote, accept it, reject it, or ask questions — all without creating an account.
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Choice groups let you offer mutually exclusive options on a quote. For example, you could present three subscription tiers and let the client pick one. Only one item in a choice group can be selected.
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QuoteCrest integrates directly with QuickBooks and Xero via OAuth. No third-party aggregator is involved. Accounting sync is available on the Pro plan and above.
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Yes. A digital signature pad is included on the Pro plan and above. Clients can sign directly in the browser when accepting their quote.
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Any line item can be marked as optional. You set whether it's checked or unchecked by default when the quote is created. Clients can toggle optional items on or off before accepting.
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Clients can pay at the point of accepting their quote on any plan. Connect your Stripe account via Settings and payments will be collected directly into your account. A small transaction fee applies on Free and Pro plans; no fee on Business.
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On the Business plan, you can describe the job in plain language and QuoteCrest will generate a structured quote with line items for you to review and edit before sending.
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Yes. Each client can have multiple contacts. One contact is designated as the main contact — they always receive the quote, even when another contact from that company requests it.