What is SendQuoteNow?
SendQuoteNow is a quoting tool for people who sell work, not products. You type in what the job involves and what it costs. It produces a professional PDF with your business name and logo on it, emails that PDF to your customer, and gives them a web page where they can approve or decline with one click. You get an email the second they do.
That's the whole product. There is no CRM to configure, no pipeline to maintain, and no onboarding call. If you can write a job down on the back of a business card, you can send a quote in about a minute.
The problem it solves: most jobs are lost in the gap between "I'll get you a price" and actually sending the price. The contractor who sends a real, professional-looking quote from the driveway usually beats the one who sends a text three days later.
What "Send Quote" actually does
"Send Quote" is one button in your dashboard, but it does four things at once. Understanding them makes the rest of the product obvious:
- It generates a PDF. A clean, branded document with your company name, logo, contact details, the line items, subtotal, tax, total, expiration date, and your terms and conditions.
- It emails your customer. The PDF is attached, along with any personal message you wrote and an optional CC.
- It publishes a hosted quote page. A private link, unique to that quote, that shows the same document in the browser. No login, no app, no account for your customer.
- It starts tracking. The moment your customer opens the link, you can see it was viewed. When they approve or decline, you get an email and the status changes in your dashboard.
That last part is the one people underestimate. A PDF sitting in an inbox is a dead end — you have to chase it. A quote with an Approve button on it closes itself.
How it works, start to finish
Add the customer
Name, email, phone. This is who the quote is addressed to and where it gets emailed. That's the entire "customer record" — there's nothing else to fill in.
Add your line items
One line per piece of the job: a description, a quantity, and a unit price. Add a longer description under any line when the customer needs the detail — "3-ton condenser, 10-year parts warranty, permit included". Subtotal, tax, discounts, and the total calculate as you type.
Set the terms
Pick an expiration date so the price doesn't follow you around forever, add notes or a scope of work, choose a currency (USD, CAD, EUR, GBP, or AUD), and your saved terms and conditions get attached automatically.
Send it
One click. Your customer gets the branded PDF in their inbox plus a link to the hosted version. You can also just download the PDF and send it yourself however you like — text it, print it, hand it over.
They approve or decline
Your customer opens the link on whatever device is in their hand, reads the quote, and clicks Approve or Decline. Declines can include a reason. You're notified by email immediately, and every state change is recorded in a timeline you can look back at.
Turn it into an invoice
Job's done — convert the accepted quote into an invoice in one click. The line items and numbering carry over, so your paperwork stays consistent from first price to final bill.
Quote vs. estimate vs. invoice
These three words get used interchangeably, and getting them wrong costs real money — an "estimate" your customer read as a fixed price is an argument waiting to happen. Here's the practical difference:
| Document | When you send it | What it means |
|---|---|---|
| Estimate | Before the job is fully scoped | Your best guess. The final number can move once you open the wall, get on the roof, or see the site. |
| Quote | Once you know the scope | A firm price you're offering to honor, usually with an expiration date. This is the one the customer says yes to. |
| Purchase order | When you're the one buying | Your commitment to buy specific goods or services from a supplier at an agreed price. |
| Invoice | After the work is done | The request for payment. Same line items, different intent — now you're asking to get paid. |
SendQuoteNow builds all four from the same screen. You choose the document type and the numbering follows automatically — Q-0042 for quotes, INV-0042 for invoices, PO-0042 for purchase orders — so a quote and the invoice it became stay recognizably related.
What you actually get
Branded PDF documents
Your logo, business name, contact details, and terms on every document. Five accent templates to choose from.
Works from your phone
The whole app is built for a phone screen. Quote the job in the driveway, before the next guy gets a chance.
One-click online approval
A hosted page per quote with Approve and Decline buttons. No account needed on your customer's side.
Instant notifications
Email the moment a customer approves or declines, plus a status timeline showing when it was sent and viewed.
Quote → invoice in one click
Accepted work converts straight into an invoice with numbering that carries over.
Multi-currency & tax
USD, CAD, EUR, GBP, and AUD, with automatic tax and discount math on every line.
Who it's for
Anyone who has to put a price in writing before the work starts. In practice that's mostly trades and service businesses, plus freelancers and small agencies who send proposals:
If you've ever typed a price into a text message and hoped it looked official enough, this is built for you.
What it costs
Free gets you 5 documents a month — quotes, invoices, and purchase orders all count toward the same 5 — with PDF download, your branding, quote history, and multi-currency. No credit card.
Premium is $4.99/month for unlimited documents, client email delivery with online approve and decline, custom logo and colors, and priority support. One extra job won a year pays for a decade of it.
See the full pricing breakdown →
Not sure what belongs on your paperwork? We publish a free quote, estimate, and invoice template for 30 trades — real line items, worked examples, and the mistakes that cost each trade money.
Software and AI agents can use it too
Everything described above is also available as an API. An AI assistant handling your inbound leads, a voice receptionist taking calls, or your own CRM can generate a real branded quote automatically — including a hosted approval page, a QR code, and a Stripe payment link — without a human opening the dashboard.