No record of what was agreed
Verbal prices cause disputes. Itemised, QT-numbered quotes with digital acceptance protect your price and your time.
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.
Verbal prices cause disputes. Itemised, QT-numbered quotes with digital acceptance protect your price and your time.
Word templates and texted prices undermine your work. A branded, itemised PDF quote puts you on level footing with the big firms.
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.
A firm offer with itemised pricing and a validity date, sent as a branded PDF with a share link.
Customers accept and sign from a link on their phone — no printing, no chasing. You're notified the moment they do.
Viewed, accepted or declined — every quote's status is tracked with timestamps on the dashboard.
Accepted quotes convert to the invoice — including any variations agreed along the way.
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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.
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.
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.
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