From quote to project to invoice, without starting over.
OneDesk Quoting lets you build a quote from your project templates, send it to your client for approval, and turn it into an invoice when the work is won. Because quotes live in the same place you manage projects, time, and billing, nothing has to be re-entered along the way. You also get a clear view of your costs, profit, and pipeline so you know which work is worth taking on.
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Build quotes fast from project templates
If you deliver similar projects again and again, you shouldn’t be rebuilding every estimate from scratch. Create a quote from one of your project templates and adjust it for the client’s needs. Your scope, tasks, and pricing start from a proven structure, so quotes go out faster and stay consistent.
Get client approval right from email
A quote that sits in someone’s inbox is a deal that stalls. Send your quote by email, and your client can review and approve it from the message itself. There’s no back-and-forth or extra login, and you know right away when the answer is yes.
Turn approved quotes into invoices
Once a client says yes, the numbers are already done. Convert the approved quote into an invoice instead of typing the same figures into another tool. It saves time, avoids mistakes, and gets you from agreement to billing faster.
See costs, profit, and pipeline on one dashboard
Quoting is only useful if it helps you win profitable work. Use your dashboard to monitor costs, profit, and your pipeline of open quotes, all in one view. You can spot which projects are earning their keep and plan with confidence about what’s coming next.
FAQs OneDesk Quoting
Can I create quotes from my project templates?
Yes. You can start a quote from a project template and adjust it for each client. This saves time and keeps your quotes consistent from one client to the next.
How do clients approve a quote?
Clients can approve a quote directly from the email you send them. This keeps things simple for them and speeds up your sales cycle.