Quote to invoice in one click

Create a quote. Win the job. Convert it to an invoice without retyping a single line item.

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14-day free trial. Card required, cancel anytime.

Sound familiar?

You send a quote. They say yes. Now you open your invoicing app and re-enter everything: customer name, line items, quantities, prices. Copy-paste errors. Wasted time. Every. Single. Job.

  • Quoting tool and invoicing tool don't talk to each other
  • Re-typing the same info twice
  • No single view of quote → invoice → payment status

How LeadWiseSystem fixes this

Quotes and invoices in the same tool. Connected to the same lead.

💰

Create quotes fast

Add line items, labor, materials. Send via email or share a link.

🔄

One-click convert

Won the job? Click "Convert to Invoice." Same line items, same customer. Zero retyping.

📊

Track the whole journey

Lead → Quote → Won → Invoiced → Paid. See where every job stands.

📄

Professional branding

Your logo, your colors. Quotes and invoices that look like you care.

🔔

Payment tracking

Mark invoices as paid. See what's outstanding at a glance.

📋

Full history

Every quote and invoice tied to the lead. Easy to reference months later.

Start Your Free Trial

Send your first quote in 10 minutes.

How it works

1

Create your quote

Add line items, set terms, attach to a lead or customer.

2

Customer accepts

They view the quote link. You get notified.

3

One-click invoice

Convert the quote to an invoice instantly. Send it. Mark paid when you collect.

Unlimited quotes + invoices on all plans

No per-invoice fees. No transaction cuts.

Solo

1 user · 100 leads

$79.99 /year

or $7.99/month

  • Unlimited quotes
  • Unlimited invoices
  • Quote → invoice conversion
  • Follow-up reminders
Start Free Trial

Pro

Unlimited users + leads

$790 /year

or $79/month

  • Everything in Starter
  • Automated outreach
  • Lead scoring
  • Priority support
Start Free Trial

14-day free trial on all plans. Cancel anytime.

Why quote and invoice should be one tool

When quotes and invoices live in separate apps, you lose the connection. You can't see which quotes converted. You can't track win rate. You can't follow up on quotes that went cold. One tool fixes all of that.

No payment processing fees

We don't process payments — we track invoices. Use whatever payment method you want (Zelle, check, Stripe, cash). We just help you see what's paid and what's not.

Stop retyping quotes into invoices

14-day free trial. Card required, cancel anytime.

Start Your Free Trial

Convert your first quote to invoice today.