CorebillEvery quote, versioned, approved,
and one click from being an invoice.
Build proposals from your own service catalog, share a public link your client can approve or comment on without logging in, and turn approved work into a full or partial invoice — deposits included.
| Service | Qty | Amount |
|---|---|---|
| Discovery & UX workshop | 1 | $900.00 |
| Website design · 8 pages | 1 | $1,800.00 |
| Development (hours) | 12 | $600.00 |
Every edit is a version. Every version is on record.
Once a quote is out, editing it creates a new version instead of quietly changing the old one — v1 stays exactly as your client first saw it.
- —New version on every change once it's sent, with the full history kept
- —Clients approve, reject or comment from the public link — no account needed
- —You're notified the moment they respond, with an expiration date that keeps things moving
Priced from your own catalog, right down to the tax.
Pull services and products from your catalog with their real prices, then layer on discounts, taxes and a salesperson — all per quote, in any currency.
- —Reusable service catalog with your real prices and units
- —Percentage or fixed discounts, plus a tax rate per quote
- —Assign a salesperson and commission, in the customer's currency
One click from quote to invoice — full or partial.
Invoice the whole amount, or just a deposit. The quote keeps tracking what's invoiced until every dollar of it is billed.
- —Convert an approved quote to an invoice for any percentage of the total
- —"Invoiced X of Y" keeps tracking the balance across several invoices
- —A branded PDF and an email go out the moment you send it
Write what you need. The agent drafts the quote.
It searches your catalog, uses your real prices and taxes, and asks before sending anything to your client.
Questions about quotes
Yes, as long as it's still Draft, Sent, Viewed or Expired and nothing has been invoiced from it yet. Once part of it has been invoiced, editing creates a new version automatically, so the history your client already saw stays intact.
No. Every quote gets a public link with no login required — your client can review it, approve it, reject it or leave a comment, and you're notified right away.
Yes. Convert an approved quote into an invoice for the full total or for a percentage of it, like a 50% deposit. The quote keeps showing "Invoiced X of Y" until everything has been billed.
Any currency you use with that customer. A quote defaults to the customer's currency, falling back to your company's, and you can set taxes and discounts on top of it.
Send your next quote in the next five minutes.
Create your workspace, add a customer and let the agent draft the first quote with you.