Quote Fast.
Get Paid Faster.
Professional proposals in minutes. Digital signatures. Multiple payment options. Automatic reminders.
Turn This Into A Full Quote
You type:
"visual inspection, maybe air testing, extra sample option"
AI generates:
Ready to sendVisual Mold Inspection
Air Quality Testing
Additional Sampling
Detailed Report
Containing lab results
This is a real example—no extra tweaking involved.
Quote #1247
Sarah Mitchell
Visual Mold Inspection
Air Quality Testing
Additional Sampling
Detailed Report
Containing lab results
Proposals That Win Jobs
Create polished, itemized quotes in minutes. Let clients choose optional services and see exactly what they're getting.
- Itemized line items with clear descriptions
- Optional services clients can add themselves
- AI-assisted scope writing from call transcripts
- Automatic discount calculations
- Branded with your logo and colors
Signed in Seconds, Not Days
Clients approve and sign quotes from their phone—no app download, no printing, no scanning. Just tap and sign.
- Works on any device, no app required
- Timestamp recorded for every signature
- IP geolocation for legal compliance
- Contact verification before signing
Sign to Approve
Quote #1247 • $775.00
Sarah Mitchell
#1247
$775
Approved#INV-1247
$775
PendingPayment Terms
One Click: Quote → Invoice
When a quote is approved, convert it to an invoice instantly. All pricing and line items carry over—no re-entry required.
- Convert approved quotes with one click
- All pricing locked at approval
- Flexible payment terms (Net 7, 15, 30)
- Partial payment support
- Option to pass processing fees to client
- Invoice numbers auto-generated
Get Paid However They Want
Accept every payment method your clients prefer.
Credit/Debit Card
Stripe-powered online payments
Tap-to-Pay
Accept cards on-site with your phone
Apple & Google Pay
Digital wallet payments for convenience
ACH Bank Transfer
Direct bank-to-bank payments
Zelle
No fees—saves you and your client money
Check
Record with tracking number
Cash
Manual recording for cash payments
Tips & Reviews
Accept tips or encourage reviews instead—a win-win
Payment Plans
Split larger jobs into scheduled installments
Never Chase Payments Again
Automated reminders follow up on unsigned quotes and unpaid invoices. Customize timing and templates to match your style.
- Customizable timing per company
- Custom SMS and email templates
- Auto-disable when paid or approved
- Toggle reminders per quote/invoice
- Rate limiting prevents spam
Know When They're Ready to Buy
See exactly when clients view your quotes and invoices. Know the perfect moment to follow up and close the deal.
3 views
6:08
Austin, TX
Mobile
- Distinguish your views from client views
- Perfect timing for follow-up calls
- Track downloads and print events
Quote #1247
Sarah Mitchell
"I know exactly when clients open my quotes. Following up at the right time has doubled my close rate."
Sarah Chen
Lead Inspector, MoldFree Solutions
See It In Action
Get a personalized demo tailored to your workflow. See how AssessmentPro can transform your business.
- 30-minute personalized walkthrough
- See pricing for your team size
- No obligations or pressure