Feature
Quotes That Convert Themselves to Invoices
Send a quote with a web approval link. The client taps Approve in their browser and the quote becomes an invoice automatically.
Clients approve quotes in their browser — no app needed on their side- Approved quotes convert to invoices automatically
- Deposit invoicing links deposit, job, and final bill as one job
The detail
How it works
The gap between "quote accepted" and "invoice sent" is where jobs go wrong: numbers get retyped, details drift, and paperwork stacks up. TradeInvoice Pro closes that gap completely.
Every quote you send includes a hosted web approval link. Your client opens it in their browser — no app to download, no account to create — sees the quote laid out properly, and taps Approve. The moment they do, the quote converts to an invoice automatically, with every line item, price and client detail carried across exactly as quoted. You get a notification the second it happens.
For bigger jobs, deposit invoicing keeps the money moving: send a deposit request up front, mark the job in progress, then send the final invoice — all linked together as one job so nothing gets lost between stages.
Quotes send from your own email address like everything else in the app, so the client sees a message from you — not from a no-reply robot address they might ignore.
Questions tradespeople ask
Can clients approve quotes without installing anything?
Yes. Every quote includes a web approval link that opens in any browser. The client sees the full quote and taps Approve — no app, no account, no friction.
What happens when a client approves a quote?
The quote converts to an invoice automatically with every line item, price and detail carried across. You get a notification straight away, and the invoice is ready to send.
Can I take a deposit before starting a job?
Yes. Deposit invoicing lets you send a deposit request first, then the final invoice when the job's done — linked together as one job so the paper trail stays clean.