- Quoting & Invoicing
From Pitch to Paid.
Seamless Agency Financials.
OneDesk bridges the gap between your winning proposal and your final invoice. With project templates to generate accurate quotes and link them directly to real-time work logs, you eliminate manual data entry and ensure every billable hour is accounted for.
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USE CASES
Financial Workflows for High-Growth Agencies
OneDesk streamlines the journey from the first query to the final invoice, keeping your cash flow healthy and your clients informed.
Quote with Confidence, Not Guestimates
Stop starting every proposal from scratch. Use your best projects as blueprints to generate accurate, professional quotes in minutes. By pulling in historical data and standardized rates, you ensure your estimates are grounded in reality – protecting your margins from day one and ensuring your team knows exactly what they are delivering.
- Turn previous successful projects into reusable templates for quoting frameworks that include tasks and hours.
- Automatically apply role-based, individual, or client-specific pricing to every line item.
- Instantly convert an approved quote into an invoice on delivery
Capture Every Penny of Creative Effort
Invoicing shouldn’t be a scavenger hunt. OneDesk captures time and expenses as they happen, directly on creative tasks. When it’s time to bill, all the data is already there, verified and ready for client review, ensuring you never miss a billable expense or hour.
- Link billable hours directly to project tasks for a transparent, defensible audit trail.
- Track ad spend, stock assets, and travel with expense categories.
- Provide clients with detailed time breakdowns and descriptions attached to every invoice.
Professional Invoices That Land on Time
Manual invoicing is a profit killer. OneDesk aggregates your approved time, expenses into branded PDF invoices. Whether you bill upfront, on a schedule, or upon completion, OneDesk handles the math and formatting so you can focus on the next big campaign.
- Generate and send invoices for your entire client roster in minutes, not hours.
- Support for Time & Materials (T&M), fixed-fee, and recurring retainer models.
- Customize your quotes and invoices with your logo and agency-specific terms.
Track Profitability, Not Just Payments
Growing an agency requires knowing which projects are truly profitable. OneDesk’s financial reporting compares your plans against your actual costs in real-time. Identify high-margin services and spot over-serviced accounts before they impact your firm’s bottom line.
- See your project’s profitability evolve as hours and expenses are logged.
- Identify exactly where scope creep is eating into your profit compared to your original estimate.
- Monitor agency-wide cash flow, aging accounts, and revenue forecasts.
FEATURES
Built for Profitable Agency Management
Standardize your estimates, automate your billing, and ensure your creative team is as profitable as they are inspired.
FAQ
Frequently Asked Questions
Yes, you can customize the invoice logo, memo, and line items to fit your firm's standards.
Yes. You can define rates for different teams or individuals. When a team member logs time, OneDesk automatically applies the correct billable rate, ensuring your project costs and invoices are 100% accurate.
Try OneDesk Today
See how OneDesk can tackle your quoting & invoicing with a 14 day free trial.