Quote tool
Invoice & quote generator for consultants
Send polished proposals and invoices that match the quality of your advisory work — without HoneyBook pricing or CRM overhead.
- Quote-to-invoice ready structure for engagement workflows
- Three professional PDF templates
- Tax and currency fields for international clients
- Export/import drafts for backup portability
Quote details
From
Add your logo to invoice and quote PDFs — saved to your account with Starter.
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Line items
Upload your signature once and include it on invoice and quote PDFs — Pro.
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9 professional layouts — pick a style, download a PDF in minutes.
Patriotic Navy and red with star accents and flag footerUnlock this template on your PDFs — upgrade to access the full catalog.
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Patriotic Dark Dark navy page with red accents and flag footer
Geometric Diagonal color bands — navy and orangeUnlock this template on your PDFs — upgrade to access the full catalog.
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Geometric Cyan Diagonal color bands — charcoal and cyan
Studio Bold sidebar — charcoal rail with orange accentsUnlock this template on your PDFs — upgrade to access the full catalog.
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Studio Slate Bold sidebar — slate rail with cyan accentsFrequently asked questions
Can I send a quote before invoicing?
Yes. Use the quote generator for proposals with a valid-until date, then create a matching invoice when the engagement is approved.
What currencies are supported?
Any ISO 4217 currency code (USD, GBP, EUR, etc.). Sendfolio guesses your locale currency on first load.
Will there be payment links?
Stripe payment links ship in Pro. The free tier focuses on professional PDF download.