CRM · Proposals · E-sign · Payments · Autopay · QuickBooks

Quote it. Sign it. Get paid.

QuoteHQ turns a client conversation into a signed proposal, a paid deposit, and clean books — the same afternoon.

14 days free · no card required · plans from $29/month

The QuoteHQ dashboard: sales pipeline, proposals sent, and payments on the way. — Fig. 1 — the morning view: pipeline, proposals out, money on the way

From a sentence to books that write themselves.

Four steps, posted like entries in a ledger. Each one hands off to the next, so nothing waits on you to copy a number from one tool into another.

01
Draft
Describe the job; the proposal writes itself.
Type what you're quoting in plain English. QuoteHQ drafts the scope, the line items, and the price — you edit, you don't stare at a blank page. Drafting runs on your own AI key: connect it once and the blank page is gone for good; skip it and the editor is still yours.
Fig. 2 — the draft, written from a sentence
02
Sign
Legally binding e-signature, countersign included.
Your client signs in the browser. You get an ESIGN-compliant, timestamped PDF with a full audit trail — and a countersign line when the agreement needs both names. No printing, no scanning, no chasing a signature by email.
Fig. 3 — the signature, sealed and timestamped
03
Get paid
Card or bank transfer. Dual pricing means card fees stop eating your margin.
The deposit invoice fires the moment the proposal is signed. Clients pay by card or bank transfer, and dual pricing puts the card surcharge on the payer — so a processing fee never comes out of the number you quoted.
Fig. 4 — the deposit, paid the day it's signed
04
Books done
Every invoice, payment, and fee lands in QuickBooks — categorized.
Invoices post as income, payments clear against them, and the processor fee books as an expense — automatically, the moment money moves. Month-end becomes a review instead of a night of data entry.
Fig. 5 — the books, written without retyping

The QuoteHQ sales pipeline: leads on a kanban board dragged through stages toward won. — Fig. 6 — the pipeline, dragged from first call to won

Before the proposal, and after

The pipeline before it, the project after it.

Every deal starts as a lead on a kanban board — drag it from first call to won, and QuoteHQ keeps the next step in front of you. The moment it converts, the client gets a workspace: invoices, proposals, projects, tasks, and a full activity trail in one place.

And when a proposal is accepted, the busywork runs itself — QuoteHQ fires the deposit invoice, stands up any recurring billing, and creates the project with its first tasks. You go from signature to work in progress without opening a second tool.

The end of processing fees

Stop paying to get paid.

Every proposal and invoice goes out with two prices, computed automatically — one for card, one for bank transfer. Your client picks whichever suits them. You don’t touch a calculator, you don’t add a surcharge, and you don’t donate a slice of the job to a card network. Whichever way they pay, you net your full quote.

How dual pricing works →

Deposit on a $1,800 job

Your quote: $1,800.00
Client pays by bank (ACH) — you receive: $1,800.00
Client pays by card (card price computed automatically) — you receive: $1,800.00

You net, either way$1,800.00

Built for the people who send the invoice.

BookkeepersBill clients, collect on autopay, and let every entry post itself to QuickBooks without leaving your workflow.See how →ConsultantsTurn a scope conversation into a signed SOW and a retainer that invoices itself every month.See how →ContractorsQuote the job, collect a signed acceptance and a deposit before you order a dollar of materials.See how →Home servicesRecurring visits, recurring invoices — set the schedule once and let autopay do the rest.See how →AgenciesWin the pitch, sign the retainer, and give every client its own workspace and monthly billing.See how →IT services & MSPsStanding monthly contracts, signed and on autopay, with books that post themselves to QuickBooks.See how →PhotographersThe date holds when the signed contract and deposit clear — the balance invoiced after the shoot.See how →Event plannersBig-ticket deposits, signed agreements, and the balance funded before the event date.See how →

Already on QuickBooks? Good.

QuoteHQ pushes every invoice, payment, and processor fee across — categorized and posted — so you're never double-entering the same transaction.

See the sync

From the ledger

Reading for people who like the numbers straight.

A bookkeeper's guide to autopayWhen card-on-file autopay fits, when it doesn't, and how a failed charge should be handled on a client's recurring invoice — plus the reconciliation payoff.6 min read →Proposal to paid: collect the deposit the day the client signsThe gap between yes and money is where deals cool off. Here's the QuoteHQ flow that makes paying the deposit part of the signing moment, not a follow-up.6 min read →Dual pricing explained, with the real mathA card processor takes 4% plus 30¢ a transaction. Here's why eating it compounds, why a naive surcharge falls short, and the gross-up that keeps you whole.6 min read →

A note from me

I built QuoteHQ after watching good service businesses lose hours in the gap between winning work and getting paid — a proposal in one tool, a signature in another, an invoice in a third, and the books always a week behind.

This is early. There's no wall of logos here, and no testimonials I haven't earned yet. What's real is on the page: the screenshots above are the actual product, the two-price checkout is exactly what your clients see, and I read every support email myself. If that's the tool you've been wanting, I'd be glad if you tried it.

— David Perez, founder

Quote it this afternoon.

Start the trial, draft your first proposal, and see the whole loop close before the day is out.

Start free trial

14 days free · no card required · plans from $29/month

Quote it. Sign it. Get paid.

From a sentence to books that write themselves.

Draft

Sign

Get paid