Create quotes in seconds
Build professional, branded quotes with line items, taxes, and discounts. Share a link or PDF and get approvals faster.
Fast, accurate quotes
- Customer selector
- Taxes & discounts
- Automatic totals
Modern client experience
- Live preview before sending
- Approve via secure link
- Email delivery
Seamless to invoice
- One-click convert
- Keep history & notes
- Reduce admin
Templates & consistency
- Reusable templates
- Item libraries
- Branded output
Clear scope control
- Item descriptions
- Attachments for specs/photos
- Audit trail
Export & reporting
- PDF export
- CSV import/export
- Link to jobs & customers
How it works
Add customer
Search or add a new customer on the fly.
Build items
Add line items, taxes, and discounts with totals.
Preview & brand
Logo, theme, and terms for professional output.
Share/approve
Send by email or share a secure link for approval.
Convert to invoice
One click to create an invoice once approved.
Line item editor
Flexible items with per-line tax & discount.
Branded output
Professional templates matching your brand.
PDF export
Save locally or attach to emails easily.
Connected features
What is a quote (estimate)?
A quote (or estimate) is a formal price proposal you share before work begins. In GoTaskhub, quotes use line items with quantity, price, tax, and discounts so totals are clear and professional. Customers review a live, branded preview and approve via a secure link—then you convert to an invoice in one click.
Owner / Manager
Standardize pricing, track approvals, and keep the pipeline moving. See which quotes are sent, viewed, or approved.
Sales / Estimator
Build quotes quickly with templates. Add line-level discounts when needed and share a link for instant approvals.
Operations / Finance
Get clean handoffs. Convert approved quotes to invoices, keep documents and notes together, and reduce re-typing.
Common use cases
- Service & repair: Parts and labour with per-line tax and discounts.
- Project proposals: Milestone-based quotes with staged deliverables.
- Maintenance contracts: Recurring line items with annual or monthly totals.
- Insurance/warranty jobs: Clear breakdowns that reduce disputes later.
- Field estimates: Create on site, attach photos, and get fast approval.
Spreadsheets vs word processors vs GoTaskhub
Spreadsheets are flexible but error-prone and inconsistent across staff. Word processors look nice but require manual maths and re-typing later. GoTaskhub Quotes combines branded output with accurate, automated totals and one-click conversion to invoices—no copy/paste, no duplicated data.
Pros
- Branded, professional output with live preview
- Accurate totals with per-line tax and discounts
- Fast approvals via secure links
- Seamless handoff to invoicing
Cons (and mitigations)
- Inconsistent pricing → use templates and item libraries
- Slow approvals → share link + automated reminders
- Manual re-typing → convert to invoice in one click
- Lost context → attach files and keep notes on the record
Common pitfalls & how to fix them
- Math errors: Let the app calculate tax/discounts—avoid spreadsheet formulas.
- Unclear scope: Add item descriptions and attach photos/specs.
- Slow sign-off: Use secure link approvals and reminders.
- Re-work at invoicing: Convert quotes to invoices to keep data intact.
- Brand inconsistency: Use templates with your logo, colours, and terms.
Real-world examples
HVAC service: Itemise inspection, replacement parts, and labour with seasonal discounts; attach photos for clarity.
Creative agency: Present a proposal with discovery, design, copy, and revisions as separate items; apply tax appropriately and convert to invoice upon approval.
Security & privacy
GoTaskhub follows least-privilege access, with role-based controls so only the right people can draft or send quotes. Share links are secure, and exported PDFs let you control offline distribution when needed.
Glossary
- Quote / Estimate
- A price proposal issued before work is performed.
- Line Item
- An individual product/service entry with quantity, price, tax, discount.
- Approval
- Customer sign-off that authorises work to begin.
- Conversion
- Turning an approved quote into an invoice without re-typing data.
Customer reviews
Quotes that look sharp, calculate correctly, and convert faster.
Rachel M.
★★★★★
We produce quotes 3× faster now. Line-level taxes and the live preview reduce errors and back-and-forth with customers.
Aaron K.
★★★★★
Love the one-click convert. Sales sends the quote link, gets approval, and our ops team bills instantly—no re-typing.
Priya S.
★★★★★
Templates plus discounts at the line or subtotal made our pricing consistent. We closed more deals and shaved admin time.
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Frequently asked questions
Can I add taxes and discounts?
Yes. Add tax and discounts per line item or at the subtotal. Totals update automatically.
How do customers approve?
Send a secure share link or email. Approvals are captured with a timestamped audit trail.
Can I convert quotes to invoices?
One click converts an approved quote to an invoice while keeping history and notes.
Can I save templates?
Create templates for common services, then tweak line items and terms as needed.
Do quotes support file attachments?
Yes. Attach specs, photos, or terms as needed for clarity and compliance.
Is there PDF export?
Yes. Export branded PDFs for offline sharing or archiving.