Professional Quotes in Minutes
Loved by Businesses Everywhere
Join thousands of businesses creating quotes that convert
"EasyQuote cut our quote-to-cash time in half. The live links and automatic payment processing are game changers."
"We close 40% more deals since switching to EasyQuote. Clients love the professional presentation and easy payment options."
"The automatic CC fee calculation alone saves me hours every month. Plus, I get paid instantly!"
Perfect for Product-Based Businesses
Whether you're selling custom furniture, gym equipment, or industrial supplies, EasyQuote handles your complex products and pricing with ease
Custom furniture makers and interior designers love our visual quoting
- Full-screen product galleries
- Custom finish options
- Detailed specifications
- Delivery scheduling
Perfect for complex equipment configurations and installations
- Multi-item packages
- Installation services
- Warranty options
- Floor plan attachments
Handle complex B2B quotes with multiple stakeholders
- Volume discounts
- Net payment terms
- Multi-approver workflows
- Purchase order matching
Who EasyQuote is For
We built EasyQuote specifically for small to medium businesses that need professional quoting without the enterprise complexity.
"We were using spreadsheets and email for quotes. EasyQuote transformed our sales process - we close deals 40% faster and our quotes look absolutely professional. The Xero sync alone saves us hours every week."
Not ideal for: Service-only businesses, enterprises needing complex ERP integration, or businesses that don't use quotes
Powerful Quote Features That Convert
Everything you need to create professional quotes that clients love to accept
Never Send an Outdated Quote Again
One link. Always current. Make changes anytime and your client sees the latest version instantly. No more confusion with multiple PDF versions floating around in email threads.
- Single source of truth - edit once, updates everywhere
- Client always sees the most recent pricing and terms
- No more "Please see attached updated quote" emails
- Real-time collaboration with your team
Get Paid the Moment They Say Yes
❌ How competitors do it:
- 1. Client accepts quote
- 2. You manually create an invoice
- 3. You send a separate payment link
- 4. Client pays (maybe, eventually)
✅ The EasyQuote way:
- 1. Client accepts quote and pays instantly
- 2. Money hits your account
- That's it. You're done.
- One-click accept & pay - no separate invoice needed
- Credit card, ACH, or wire transfer options
- Automatically calculate and add CC fee upcharge on credit card payments
- Instant payment confirmation to both parties
Pay instantly with credit card or ACH
🔒 Secure payment powered by Stripe
Showcase Products with Stunning Visuals
Add high-resolution images that expand to full-screen. Let your products speak for themselves with beautiful visual presentations.
- Full-screen image galleries
- Multiple images per product
- Automatic image optimization
Send Professional Quotes Directly to Clients
Send beautifully formatted quote emails with live links and PDF attachments. Automatically CC your team and track when quotes are opened.
Send Quotes with One Click
Send professional quote emails directly from EasyQuote. Each email includes the live quote link and can attach a PDF version. Your team stays in the loop with automatic CC options.
- Live quote link included in every email
- Optional PDF attachment for documentation
- Automatically CC team members on quotes
- Customize email subject and message
- Track when clients open and view quotes
Hi John,
Thank you for your interest! I've prepared a custom quote for your office furniture needs.
Quote #Q-2024-089
Total: $24,850
Click above to review and approve your quote online.
One-Click Sending
Send quotes directly from EasyQuote without switching apps
Team CC Options
Automatically CC team members on quote emails
Open Tracking
Know when clients open emails and view quotes
Instant Notifications
Get alerts when quotes are viewed or accepted
Work Better Together
Collaborate seamlessly with your team while maintaining control and visibility
Built for Teams from Day One
Whether you're a team of 2 or 20, EasyQuote scales with you. Invite team members, assign roles, and collaborate on quotes without stepping on each other's toes.
Team Activity
John Doe created quote #Q-2024-089
2 minutes ago
Sarah Miller approved quote #Q-2024-088
15 minutes ago
Tom Chen received payment for #Q-2024-087
1 hour ago
Emma Wilson added comment to #Q-2024-086
2 hours ago
Role-Based Permissions
Control who can view, edit, or approve quotes with granular permissions
Real-Time Activity Feed
See who's doing what with complete activity tracking and audit logs
Internal Comments
Leave notes for your team without clients seeing them
Quote Sharing
Share quotes between team members for review and approval
Set It and Forget It
Powerful automation that follows up, reminds, and converts while you focus on growing your business
Automated Quote Workflows
Create custom workflows that trigger based on client actions. Send follow-ups when quotes are viewed but not accepted. Remind clients before quotes expire. Celebrate when deals close.
- Trigger emails based on quote status
- Set custom follow-up schedules
- Automatic status updates in Xero
Auto-Expiry Reminders
Never let a quote expire silently. Automatic reminders keep deals moving.
Instant Notifications
Know the moment a client views, accepts, or pays for a quote.
Smart Follow-Ups
Automated email sequences that nurture leads without lifting a finger.
Quote Analytics
Track open rates, time-to-accept, and conversion metrics automatically.
Connects with Your Favorite Tools
EasyQuote seamlessly integrates with the tools you already use, eliminating double-entry and keeping everything in sync
Two-Way Sync That Just Works
No more manual data entry. When a quote is accepted, it flows to Xero. When a payment is received, it updates everywhere. When you add a product in Shopify, it's ready to quote.
Manual entries
Synchronization
Accurate
Xero
Seamless accounting sync
- Auto-sync invoices on quote acceptance
- Real-time payment reconciliation
- Contact sync both ways
- Tax rate mapping
Shopify
Product catalog integration
- Import products directly
- Real-time inventory sync
- Customer data import
- Variant support
QuickBooks
Full accounting integration
- Invoice & payment sync
- Customer management
- Tax compliance
- Financial reporting
Zapier
Connect 5000+ apps
- Custom workflows
- Trigger automations
- Data synchronization
- No-code integration
More integrations coming soon: Stripe Invoicing, HubSpot, Salesforce, and more
Simple, Transparent Pricing
Professional quoting software that pays for itself
All plans include:
Activity tracking • Team collaboration • Email support • 99.9% uptime SLA
Frequently Asked Questions
Everything you need to know about EasyQuote
Still have questions?
Contact our support team →