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Quotes and invoicing

Custom quote software, built on your rates and your trade.

You write your quotes in the evening, from an old template or software that doesn’t know your services. We build a quoting tool that holds your rates and produces a clean invoice, with no retyping.

The problem

Quotes that eat up the evening

For a tradesperson, quoting is often evening work. You have to find the right price for a material, copy the same lines again, recalculate the discount, check the VAT. When the client accepts, everything is retyped elsewhere for the deposit invoice, then the final invoice.

Generic quoting software helps, but it is designed for everyone. Your fixed-price packages, your options, your markups or the way you present a job don’t always fit. The result: workarounds, copying errors and quotes that go out late.

Our answer

A tool that knows your prices and your standard jobs

We put your rates, your standard jobs and your calculation rules into the tool. A quote is built by picking ready-made lines, then adjusting what is specific to the job. The document comes out in your colours, with your mandatory notices.

Once the quote is accepted, the deposit invoice and the final invoice follow directly from it. Nothing is sent to the client without your approval.

  • Service library

    Your standard jobs, materials and packages, updated in one place.

  • Calculations by your rules

    Quantities, discounts, VAT and deposits calculated the way you do it today, with no copying errors.

  • Quote tracking

    Sent, accepted, declined, to follow up: you can see where each quote stands.

What is included

What the quote and invoicing tool includes

  • 01

    Your document templates

    Quotes, deposit invoices, invoices and credit notes, with your layout.

  • 02

    E-invoicing

    The tool connects to the approved platform of your choice for sending and receiving e-invoices.

  • 03

    Link to your accounts

    Export or connection to your accounting software or your accountant’s, where possible.

  • 04

    Access from the job site

    A simple quote can be prepared on a phone or tablet, at the client’s premises.

  • 05

    Hosting and data

    Hosting chosen with you, including in Europe. Your data and your access belong to you.

Starting price

Starting price

Custom quote and invoicing software is quoted per project, from €2,500 excl. VAT. The price takes into account the number of services to bring across, the documents to produce and the links to your accounts. If some of your enquiries arrive by email, Aristide, our assistant, can prepare a draft quote for you to approve, from €79 excl. VAT per month.

  • Web software and CRM

    For the tool you are missing.

    from€2,500excl. VAT, on quote

    • CRM, quotes, scheduling
    • In-house business tool or SaaS
    • Price in writing before we start
  • Aristide, the AI assistant

    To hand over the groundwork.

    from€79excl. VAT per month

    • Emails sorted
    • Quotes and follow-ups prepared
    • You approve everything
  • First callFree

    30 minutes to talk about your project.

  • AI audit€790 excl. VAT

    Deducted from any project over €3,000 excl. VAT.

How it works

  1. 1

    Free call

    30 minutes in which you show us a recent quote and how you prepare it.

  2. 2

    Written proposal

    What goes into the tool, the price and the timeline, before any commitment.

  3. 3

    Bringing in your rates

    We load your service library and test the tool with you on real quotes.

  4. 4

    Go-live and maintenance

    You write your first quotes in the tool. Support and maintenance follow the terms of the proposal.

Frequently asked questions

My current quoting software is no longer enough. Do I need to change everything?

Not necessarily. Sometimes a module that prepares quotes and passes them to your current tool is enough. We first look at what is really holding you back.

Will the tool handle e-invoicing?

Yes: the tool connects to the approved platform of your choice for sending and receiving e-invoices. The approved platform remains the one you choose. The rules and timeline of the French e-invoicing reform are explained in our guide on e-invoicing. For accounting or tax questions specific to your business, your accountant remains your point of reference.

Can I write a quote from the job site?

Yes, the tool runs in a browser, on a phone or tablet. The input screens are simplified for this case.

Who sends the quotes to the client?

You do. The tool prepares the document, you check it and you decide whether to send it.

Do you also work with tradespeople in Switzerland?

Yes, we work across France and Switzerland. VAT and invoicing rules differ on each side of the border: the tool is set up for your country.

Show us your latest quote

The 30-minute first call is free. Bring a recent quote: it is the best starting point to see what a custom tool would change in your day-to-day work.

Discuss my project