# Send quotes and invoices from the same place your enquiries land

> Send branded quotes and invoices from your website’s dashboard, linked to the enquiry they came from. Built on request and priced before we start. Built on request.

- Source: https://nerdsharks.com/features/quotes-and-invoices
- Publisher: Nerdsharks (Exeter, Devon, UK)
- Updated: 2026-09-27

Most businesses that quote for work have an enquiry come in through their website, then retype the details into a quote in a separate app, a spreadsheet or the back of a notepad. We can build quoting and invoicing into your site’s dashboard so the enquiry becomes the quote. Pick the enquiry, add the lines and prices, and send a branded quote the customer can accept with one tap. When the job is done, turn it into an invoice. This is built on request, because every business quotes differently, and we give you a written price before starting. If you already use accounting software you are happy with, we will tell you honestly whether connecting to it makes more sense.

## How it works

1. **We learn how you quote** - Show us a few recent quotes and invoices. We build the layout, line items, terms and payment details around how you already work.
2. **Quote from the enquiry** - Open an enquiry in your CRM and create a quote from it, with the customer’s details already filled in.
3. **Customer accepts online** - The customer gets a link to a clean, branded quote and can accept it with one tap, which updates the status in your CRM.
4. **Invoice when done** - Turn an accepted quote into an invoice with one click. Online card payment of invoices needs card payments added to your site, on any plan.

## Why it matters

- **Quotes out while you are keen** - The business that quotes first often wins the job. Quoting straight from the enquiry cuts the gap between visiting and sending.
- **Looks the part** - A branded, clearly laid-out quote looks more professional than a typed text message, which matters on bigger jobs.
- **Nothing retyped** - Customer details flow from enquiry to quote to invoice, so there are fewer typos in names, addresses and prices.

## Questions

### Can I send quotes from my website?

Yes, we can build quoting into your website’s dashboard on request, so you create a quote from an enquiry and the customer accepts it online. We price it in writing before any work starts.

### Does this replace my accounting software?

No, quotes and invoices on your site do not replace proper accounting software or your accountant. If you already use accounting software, we can look at sending invoices into it instead; integrations are quoted separately.

### Can customers pay invoices online?

Paying an invoice by card needs card payments, which can be added to any plan and come as standard on Pro. Without them, invoices show your bank details for a transfer.

### Is quoting included in my plan?

No, quotes and invoices are built on request and priced individually, because every business quotes differently. You get a written price first and only pay if you say yes.