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Quotes that look professional — and get signed

After the site visit, put a firm, itemised price in writing. The customer accepts with a digital signature and the quote converts to the invoice — agreed variations included.

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Watch: creating a quote in TradePlanr

Sound familiar?

No record of what was agreed

Verbal prices cause disputes. Itemised, QT-numbered quotes with digital acceptance protect your price and your time.

Quotes that look homemade

Word templates and texted prices undermine your work. A branded, itemised PDF quote puts you on level footing with the big firms.

Chasing "did you get my quote?"

View and acceptance tracking shows when the customer opened it and whether they've accepted or declined — with timestamps, so you follow up at the right moment.

How TradePlanr does it

Itemised, QT-numbered quotes

A firm offer with itemised pricing and a validity date, sent as a branded PDF with a share link.

Digital acceptance

Customers accept and sign from a link on their phone — no printing, no chasing. You're notified the moment they do.

Know where every quote stands

Viewed, accepted or declined — every quote's status is tracked with timestamps on the dashboard.

Straight to invoice

Accepted quotes convert to the invoice — including any variations agreed along the way.

Need the full tour? See everything the TradePlanr app does.

See it in action

Real screens from the TradePlanr app — no stock photos, no mock-ups.

The TradePlanr quotes dashboard
Track every quote you've sent and see the moment one's accepted.
A TradePlanr quote PDF ready to send
A branded, QT-numbered quote the customer can accept and sign from any device.

Common questions

When should I send a quote instead of an estimate?

Send an estimate first for quick, early-stage pricing before a site visit, then a quote — your firm offer — once you've seen the job. In TradePlanr an accepted estimate converts to a quote with everything carried over.

How does the customer accept a quote?

They open a share link on any device, review the itemised quote and approve it with a digital signature — legally recognised in the UK (see tradeplanr.com/digital-signatures). You get notified the moment they do.

Can I add extra work after a quote is accepted?

Yes — record variations against the job, get them acknowledged by the customer, and they pull through to the final invoice automatically alongside the quoted work.

Try TradePlanr free today

Start free in your browser and set up your first job in minutes — no download needed.

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Free to start · No card · No download needed — works in your browser

Download on the App StoreGet it on Google Play