Send a priced quote with its own number and an expiry date, see when your client opens it, and turn the one they say yes to into an invoice without copying a single line across. The quote stays on file as the record of what you offered.
Pro & Business
A quote is built from the same editor as an invoice, so nothing is a special case — the same clients, taxes, discounts and branding.
Line items, quantities, taxes and discounts, plus an expiry date so the price does not stand open forever. It gets its own Q- number, separate from your invoice sequence.
Email it straight from InvoiceCast, with the PDF attached and a link to view it online. The quote moves from draft to sent, and to viewed once your client opens that link.
When the client agrees, convert the quote into an invoice. Everything carries across — items, rates, taxes, client — and you send the invoice when you are ready.
Quotes run on a Q- sequence of their own, so a quote that never turns into work leaves no gap in your invoice numbers. Your invoice sequence stays clean and sequential for your accountant.
Set how long the price holds. The expiry shows on the document your client receives, and an expired quote can no longer be converted — so a stale price cannot be quietly turned into an invoice months later.
Every quote you email carries a link to view it online, and the quote moves to viewed the first time your client opens that link. Useful for knowing whether silence means "thinking about it" or "never saw it" — though a client who only opens the attached PDF will not register.
Line items, quantities, rates, discounts, tax formula, client and branding all carry over. There is no re-entry step, which is where transcription errors normally creep into a bid.
Convert a quote you already sent and it stays on file exactly as your client received it, linked to the invoice it produced. What you quoted and what you billed are both on the record.
Duplicate any quote into a fresh draft — same items and pricing, new number and dates. If you bid similar jobs repeatedly, you are editing rather than rebuilding.
Quoting here is a document workflow you drive, not an approval portal. Knowing where the boundary sits saves a surprise later.
There is no accept or decline button for your client. They reply however they normally would — email, phone, a meeting — and you convert the quote yourself. InvoiceCast records that you sent it and that they opened it, not that they agreed.
Conversion produces a draft invoice. Nothing reaches your client until you review it and send it, so you keep the last look before a bill goes out.
Once a quote passes its expiry date it cannot be converted at all. If the client comes back late, duplicate the quote and re-price it — which is usually what you would want to do anyway.
Quotes are not part of the Free plan. Both paid plans include them in full, with a 14-day trial and no credit card, so you can send a real quote before deciding.
Not currently. Your client receives the quote by email as a PDF and replies however suits them. InvoiceCast tracks that the quote was sent and when it was opened, but acceptance happens between you and them — you convert the quote once they have agreed.
No. Quotes run on their own Q- sequence. A quote that never becomes work leaves your invoice numbering untouched, so your invoices stay sequential without gaps — which is what your accountant wants to see.
If you had already sent it, the quote stays exactly as your client received it and is linked to the invoice it produced, so you can always compare what you quoted against what you billed. A quote still in draft — never sent to anyone — simply becomes the invoice.
No. Converting creates a draft invoice. You review it and send it yourself, so nothing reaches your client until you decide it should.
No — an expired quote cannot be converted. That is deliberate: the price you offered had a shelf life. Duplicate the quote instead, update the pricing and expiry, and send it again.
Pro and Business. Quotes are not available on the Free plan. Both paid plans start with a 14-day trial and no credit card required.
Try quotes on a 14-day Pro trial. No credit card required.
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