Quotes and proposals for freelancers and agencies
Send a quote your client can accept in one click.
Firmline builds quotes with line items, taxes and totals, keeps your clients on file, sends a link the client can accept, and shows what is sent, accepted and paid on one dashboard.
No account needed on the client's side. The link is enough.
Five states. You always know which one.
Draft
Line items, notes, terms, validity. Preview it as the client will see it.
Sent
One link. No PDF attachment to go missing.
Viewed
You see the moment the client opens it.
Accepted
Recorded with the client's name and a timestamp.
Paid
Mark it paid when the money lands. The dashboard shows what is won.
What is in it
Everything a quote needs. Nothing an invoice tool has.
- Line items
- Products, services, hours, quantities, discounts; totals and tax calculated.
- Clients
- Client details on file so the next quote takes a minute.
- Shareable link
- The client opens a link, reads the quote and accepts online.
- Viewed and accepted
- See when a quote is opened and when it is accepted.
- Duplicate
- Start a new quote from an old one; keep your best wording.
- Dashboard
- Pipeline value, acceptance rate and ageing at a glance.
Three steps, then it is out the door
1
Add a client
Name, company, email. Once.
2
Build the quote
Line items, notes, terms, validity. Preview it as the client will see it.
3
Send the link
The client accepts online; you get notified and mark it paid when it is.
Straight answers
Can I add my company details and terms?
Yes. Company name, address, accent colour, payment terms and a footer note in Settings apply to every quote.
Can a client accept without an account?
Yes. The link is enough; acceptance is recorded with a timestamp.
Does it handle VAT?
A tax rate per quote, in your currency, with the total shown net and gross. Discounts are per line.
Can I export to my invoicing tool?
Any quote prints to PDF from the browser, and the whole list exports as CSV; invoicing integrations are on the roadmap.
Quote faster, get answered sooner.
Create your workspace, add a client and send your first quote today.