Smart Quote CRM That Wins More Business

Create professional estimates, track acceptance, and convert to invoices with one tap—sync seamlessly between iOS and the web.

➕

Quick Quote Creation

Build quotes in minutes with templates, items, and discounts

🎨

Pro Templates

Brand your quotes with logos, colors, and polished layouts

📊

Status & Analytics

Track pending, accepted, expired, and conversion rates

🔄

Quote → Invoice

Instantly convert accepted quotes and get paid faster

Quote CRM Made Simple

From creation to conversion—streamline your quote workflow

1

Professional Quote Builder

Add line items, apply discounts, set validity periods, and customize terms—everything you need to create compelling quotes quickly.

Templates & custom branding
Quick add items & taxes
Validity periods & terms
PDF-ready output
Create Quote on iOS
2

Track Quote Status

Monitor pending, accepted, and expired quotes in a centralized list. Follow up with automated reminders and client activity insights.

Status tracking & filters
Follow-up reminders
Client activity timeline
Conversion analytics
Quote List on iOS
3

Deliver Stunning Proposals

Impress clients with beautifully designed PDF quotes. Enable digital signatures and streamline approvals.

PDF export & email
Digital signatures
Client portal access
Brand-consistent layouts
Quote PDF on iOS

Intelligent Quote crm Suggestions

Let smart prompts boost acceptance and keep quotes actionable

Quote Suggestions on iOS
⏱️

Expiry Reminders

Automated nudges before quote validity ends to increase conversions

✨

Template Recommendations

Suggest best-performing layouts based on past acceptance rates

📊

Pricing Insights

Highlight line items driving wins and suggest optimal discount ranges

🔁

Duplicate Detection

Prevent duplicate quotes with intelligent matching of titles and clients

Actionable Quote Insights

Understand performance and optimize your quote-to-cash cycle

📈

Acceptance Rate

Track acceptance and identify trends by template, client, or segment

💰

Revenue from Quotes

See how quotes convert to invoices and impact monthly revenue

⏳

Time to Close

Measure average days from quote sent to accepted and invoiced

🔗

Linked Records

Track associated clients, invoices, and payments per quote

And on the Web — Manage Quotes Effortlessly

Use our web CRM to manage quotes with pro templates, live tracking, and seamless sync with iOS.

Quotes Dashboard (Web CRM)
Quotes Dashboard
Create Quote (Web CRM)
Create Quote on the Web
Quote PDF Preview (Web CRM)
Quote PDF Preview

App ⇄ Web Sync — Your Quotes Everywhere

Create and manage quotes on iOS and see them instantly on the web CRM. Status, templates, and linked invoices stay in sync automatically.

Trusted by Smart Businesses

AJ

Alex Johnson

Freelance Designer

★★★★★
"Creating professional invoices used to take me hours. With BillMate, I send them out in seconds from my phone, and clients pay much faster. A total game changer."
SM

Sarah Miller

Consultant

★★★★★
"The payment tracking is brilliant. I get a notification the moment a client views the invoice, so no more 'I didn't receive it' excuses. My cash flow has never been better."
DR

David Ross

Construction Business

★★★★★
"I run three different companies and being able to switch profiles and invoice from the correct brand instantly is invaluable. The legal support feature is great peace of mind too."
EP

Emma Patel

Marketing Agency

★★★★★
"The automated reminders are my favorite feature. I don't have to have awkward conversations about money anymore; the app handles the chasing politely and effectively."
MJ

Mike Jones

Plumber

★★★★★
"Sending an invoice before I even drive away from the job site is amazing. The templates look professional and it makes my small business look like a big corporation."
LW

Lucy White

Copywriter

★★★★★
"I love that I can track expenses against my invoices to see my real profit. The dashboard gives me a perfect snapshot of my business health every morning."
TB

Tom Baker

IT Contractor

★★★★★
"The multi-currency support is flawless. I invoice clients in the UK, US, and Europe, and BillMate handles the conversions and formatting perfectly every time."
RC

Rachel Clark

Event Planner

★★★★★
"Best invoicing app on the App Store. Simple, clean, and fast. The ability to download PDF reports for my accountant saves me days of admin work at tax time."
Read More Reviews

Invoicing FAQs

Can I customize the invoice design? +

Yes! You can add your logo, choose from multiple professional templates, change colors to match your brand, and customize payment terms and footer notes.

How do I know if an invoice is viewed? +

When you send an invoice link, BillMate tracks when the client opens it. You'll receive a notification instantly, so you know they've received it.

Does it support VAT and tax calculations? +

Absolutely. You can set up custom tax rates (like VAT) and apply them to specific items or the entire invoice. The app calculates totals automatically.

Can I send invoices in different currencies? +

Yes. BillMate supports multi-currency invoicing. You can select the currency for each client, and the system handles the formatting and symbols correctly.

What happens if a client doesn't pay? +

BillMate sends automated reminders first. If payment is still overdue, our built-in Legal Support feature helps you escalate the issue and recover unpaid funds professionally.

Can I use this for multiple businesses? +

Yes, BillMate is built for multi-business owners. You can create separate profiles for each business, with unique logos and invoice sequences, all under one account.

Is my data secure and backed up? +

Your data is encrypted with bank-level security and stored in the cloud. It's automatically backed up, so you can access your invoices from any device safely.

Can I export my invoices for accounting? +

Yes, you can export all your invoice data to CSV, PDF, or Excel formats, making it easy to share with your accountant or import into other software.

Start Winning More Deals with BillMate Quotes

Create professional quotes, track acceptance, and convert to invoices instantly

Create Quotes on iOS Manage Quotes on the Web