Branded quotes and invoices
Win more work with a quote that looks like your business. Then spend less time chasing the invoice, the payment and the review as three separate jobs.
The problem
Quotes go out as a plain message, or a document that could belong to anyone. After the job, someone still has to raise the invoice, ask for payment and remember to request a review.
What you receive
- Quote layouts in your colours, with your name and the details a customer needs
- A path from an agreed quote to an invoice, without retyping the job
- A payment link on the invoice, through the provider you use
- A review link where it belongs, so asking for a review is part of the invoice
- A short note of what your team checks before anything is sent
How the work usually breaks down
Branded quotes
The quote carries your name, your colours and a clear description of the job. Someone in the business checks the price and the wording before a customer sees it.
Payments on the invoice
The agreed work can move onto an invoice with a payment link. The payment itself stays with the provider you choose.
Reviews in the same step
A review request can travel with the invoice or the follow-up, so it is not a separate favour someone has to remember later.
Good to know
- We connect the invoice to a payments provider. We do not take the payment or hold the money.
- A review request is a link and a message. We do not write reviews, buy them, or promise a rating.
- Where your current quoting tool can carry the branding and the links, we use it. Where it cannot, we say so first.
Next step
Tell us how you send quotes today, and which payment tool you already use.