Quotes and proposals
Create and email fee quotes that clients accept online, then convert accepted quotes into invoices.
The problem it solves
Quotes sent as attachments get lost, and turning an accepted quote into an invoice means retyping it.
How it works
- Create the quote for the client.
- Email it; the client views and accepts it online.
- Convert the accepted quote into an invoice.
What your practice gets
- Fee agreement captured online.
- No retyping from quote to invoice.
- A clear record of what was agreed.
Watch it in the product
A short recording of quotes and proposals in use.
Questions accountants ask
Can clients accept online?
Yes, from the quote page.
Can I turn a quote into an invoice?
Yes, in one step.
Do quotes expire?
Quote expiry is handled daily, so stale quotes do not linger.
Related features
Features that work alongside quotes and proposals.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoBilling insights
Revenue, profitability, cash-flow forecast, aging, client profiles and payment predictions in one view.
Revenue reports
Revenue summaries, comparisons, time series and revenue by client, with export.
VideoPractice bank feed matching
Bring your practice bank transactions in and match receipts to invoices, with candidate matches to accept, reject, hide or restore.
VideoSupplier bills
Upload supplier invoices, let text recognition read them into draft batches, then review and approve them.
Card and direct debit payments
Connect Stripe to take card and client-authorised direct debit payments into the practice bank account.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.