Online Quoting Software Features

Everything you need to send professional quotes, get client approvals, collect payments, and sync to your accounting software — in one tool.

Quotes that are a pleasure to receive.

Send quotes as a link. Clients approve, sign, and pay online.

QuoteCrest quote creation wizard showing AI-powered and manual quote options
AI Quote Builder
Choose AI or manual. Describe the job in plain language and get a complete structured quote in seconds.
Describe the Work
Type a detailed brief, select a client, set the expiry — then hit Generate. The AI handles the rest.
Instant Quote Draft
The AI returns a professional quote with a title, scope of work, and every line item priced and ready to review.
Itemized Totals
Every line item is broken out with tax applied per item. Subtotals, tax breakdowns, and the grand total are calculated automatically.
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

Add line items from your saved library, set quantities and prices, apply tax rates — then send a clean link to your client.

Client portal

Every quote has a private link. Your client opens it in their browser, reviews everything clearly, and responds in seconds.

Accounting sync

No copy-pasting, no double entry. When a client says yes, the job appears in your accounting software ready to invoice.

Accounting Integrations

Accepted quotes go straight to your accounts

Connect your accounting software and quotes sync automatically on acceptance — no copy-pasting, no double entry.

Start sending better quotes today

Start free. Your first quote could go out today.

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