QUOTING & INVOICING
Create Professional Quotes and Invoices Inside Your Proposal System
Keep pricing, billing, and payments connected within your Franchise Software
Everything Connected in One Place
Unify your entire workflow and stop juggling separate tools for proposals, quotes and invoices
One Platform
Create proposals, generate quotes, and issue invoices all within the same system. No more switching between tools or losing track of details.
No Data Re-Entry
Quote details automatically flow into invoices. Services, pricing, tax settings, and client information transfer seamlessly.
Connected Workflow
Track every step from initial quote to final payment in one place. See proposal status, payment history, and outstanding balances instantly.
Build Detailed Quotes with Itemized Pricing
Use the proposal worksheet to create professional, client-ready quotes with complete pricing transparency
Quote #Q-2024-1234
January 15, 2024| ITEM | QTY | PRICE |
|---|---|---|
| HVAC System Installation | 1 | $3,500.00 |
| Replacement Parts | 1 | $800.00 |
| Labor (8 hours) | 8 | $600.00 |
Itemized Services
Break down your quote into individual line items with descriptions, quantities, and unit prices for complete transparency.
Custom Categories
TOrganize services into categories like Materials, Labor, Equipment, or create your own custom groupings.
Custom Fields & Tax Settings
Add custom fields for project-specific details and configure tax rates to match your local requirements.
Flexible Pricing Options
Offer multiple pricing tiers, optional add-ons, or package deals to give clients choices that fit their budget.
Customizable Email Templates
Send quotes directly to clients using branded email templates that match your company's professional image.
Clean Client Format
Quotes display in a polished, easy-to-read format that clients can review and approve with confidence.
From Quote to Invoice in One Seamless Flow
Automate the journey from initial pricing to final payment—no manual data transfer required
Create Quote
Build detailed quotes using the proposal worksheet with itemized services and pricing
Send to Client
Deliver quotes using customizable email templates with your branding and messaging
Client Approves
Track proposal status and get notified when clients view, approve, or request changes
Generate Invoice
Automatically create invoices that reflect the approved quote details and payment terms
Support Flexible Payment Schedules
Handle deposits, progress payments, and custom billing terms without manual tracking
Deposit Requirements
Request upfront deposits (percentage or fixed amount) to secure projects before work begins. Track deposit status automatically.
Progress Payments
Set up milestone-based payments that release as work progresses. Perfect for large projects with multiple phases.
Custom Schedules
Create any payment structure your business needs —monthly installments, project milestones, or custom terms.
Payment Schedule Example
Total: $10,000Generate Invoices That Reflect the Agreement
Automatically create invoices with quote details and payment tracking
Auto-Populate from Quote
When a client approves a quote, the system automatically generates an invoice with all services, pricing, and terms already filled in. No copying, no errors.
Track Payments Collected
See which payments have been received, which are pending, and what's still owed. Every transaction is logged and visible in one place.
Update Balance Automatically
As payments come in, the system updates the outstanding balance automatically. Always know where you stand without manual calculations.
Work More Efficiently, Reduce Manual Errors
Unify proposal creation and invoicing for a smoother workflow and better customer experience
Faster Workflow
No more switching between tools, exporting data, or copying information manually. Everything happens in one place, saving hours every week.
Fewer Errors
Automated data flow between quotes and invoices eliminates typos, pricing mistakes, and missing details. Get it right the first time.
Better Experience
Deliver professional quotes and invoices quickly. Clients receive clear, accurate documents that build trust and make payments easy.
Ready to Streamline Your Quoting and Invoicing?
Create professional quotes and invoices in one connected platform—from initial pricing to final payment
Frequently Asked Questions
Everything you need to know about Quoting & Invoicing
Quoting is built directly into ClientTether's Franchise Software as part of the Proposal System, not added as a separate tool. When you create a proposal using the worksheet, you're already building a quote with itemized services, pricing, and terms. This native integration means all proposal features—templates, client records, approval tracking—work seamlessly with your quoting and invoicing workflow.
Yes! You can customize email templates for sending quotes and invoices, including your company branding, messaging, and formatting. The quote and invoice layouts are designed to be professional and client-ready out of the box, while giving you flexibility to add custom fields, categories, and pricing structures that match your business needs.
ClientTether supports flexible payment schedules including upfront deposits (percentage or fixed amount), progress payments tied to project milestones, and custom billing terms. You can structure payments however your business operates—whether it's monthly installments, phase-based payments, or any other schedule. The system tracks each payment automatically and updates the outstanding balance.
Absolutely. When a client approves a quote, ClientTether makes it easy to generate an invoice that reflects all the agreed-upon details—services, pricing, tax settings, and payment terms. All information flows automatically from the quote to the invoice, eliminating manual data entry and reducing the risk of errors or discrepancies.
Every payment is logged and visible within the client's record in your Franchise Software. You can see which invoices have been paid, which are pending, what deposits have been collected, and what balance remains. The system updates automatically as payments come in, so you always have an accurate view of your accounts receivable without manual tracking or spreadsheets.
Yes! Franchise businesses benefit from having standardized quoting and invoicing processes across all locations within your Franchise Software. Each franchise location can create professional quotes using consistent templates and pricing structures, while corporate maintains visibility into financial activities. The integration with ClientTether's CRM means quotes and invoices link directly to client records, making it easy to track revenue and manage billing across your entire franchise network.