All Features

Quotes &
Invoices.

Paste a list. Speak a command. Email a supplier. QuoteSorted turns the slowest part of your day into the fastest — professional quotes and invoices in seconds, not hours.

Under 15 seconds
Voice powered
AI-assisted
Speed & Automation

Three ways to quote. All under 15 seconds.

Voice Quotes

Say the customer's name, describe the job, and state the price. Our AI (Whisper speech-to-text + GPT) transcribes your words, identifies the customer from your directory, and creates a complete, ready-to-send quote — all in a single voice command.

  • Speak naturally — "Quote for Mrs. Chen, kitchen rewire, sixteen hundred and eighty pounds"
  • AI matches to existing customers in your directory using fuzzy name matching
  • Extracts line items, quantities, and prices from your speech
  • Review and edit before sending — nothing goes out without your approval
  • Works hands-free on mobile — perfect when you're on-site

Recording...

0:04 — tap to stop

"Quote for Mrs Chen, kitchen rewire, install new consumer unit four fifty, ten double sockets at twenty five each, rewire kitchen eight hundred, testing one eighty"

Customer matched: Mrs. Chen
4 line items extracted
Total: £1,680.00

Voice Item Result

"Five Hager MCBs, B-type, thirty-two amp"

Hager MCB B32 32A

Library Match

Qty: 5 × £12.00 = £60.00

Price auto-populated from library

5x MCBs B-type 32A

Create New

Qty: 5 × enter price

Voice Line Items

Already have a quote open? Speak individual items to add them. Whisper transcribes, GPT extracts the product name and quantity, then fuzzy-matches against your saved item library — prices are pulled automatically from matching library items, so you only need to mention a price for new items.

  • Speak an item naturally — name and quantity is all you need for library items
  • AI extracts structured data: description, qty, and price (if mentioned)
  • Library matches auto-populate the price — no need to remember every cost
  • New items? Just say the price and create a new library entry on the fly
  • Filters out hallucinations and background noise automatically

Bulk Add Items

Got a list in your notes, an email from a customer, or a spreadsheet of materials? Paste it in. Our AI parser detects item descriptions, quantities, and prices automatically — then matches each one against your saved library for consistent naming.

  • Paste from any source: notes, emails, spreadsheets, or WhatsApp messages
  • AI detects quantities ("10x", "qty 5"), prices ("£25 each", "£800"), and descriptions
  • Each parsed item is fuzzy-matched against your Item Library
  • Review, edit, and confirm before adding — full control at every step
  • Add 20+ line items in under 10 seconds

Step 1 — Paste your list

Install new consumer unit - £450

10x Double sockets - £25 each

Rewire kitchen - £800

Testing & certification - £180

2x Smoke detectors - £35

Step 2 — Review parsed items

Consumer unit installationx1£450.00
Double socket (S&F)x10£250.00
Rewire kitchen circuitx1£800.00
Testing & certificationx1£180.00
Smoke detector (S&F)x2£70.00
5 items — 4 library matches
£1,750.00
Professional Delivery

Send it. Track it. Get it accepted.

Professional PDF Output

Your quotes look like they came from a design studio, not a spreadsheet. Choose from four PDF template styles, upload your logo, set your accent colour, and add your company details — every quote carries your brand.

4 Template Styles

Classic, Modern, Bold, Minimal — pick one that matches your brand

Custom Branding

Your logo, accent colour, company name, registration numbers

Itemised Breakdown

Clear line items with quantities, unit prices, VAT, and totals

Terms & Conditions

Add your standard T&Cs. They appear on every quote automatically

Email Tracking

No more wondering. See exactly when your customer receives and opens your quote.

Sent09:15
Viewed09:47
Accepted10:02

WhatsApp & Share

Share quotes via WhatsApp or any app on your phone using the native share sheet. A secure preview link is generated automatically — your customer taps it, sees the full quote, and can accept it right there.

  • Pre-generated secure links — no login required for your customer
  • Native mobile share sheet on iOS and Android
  • Works with WhatsApp, iMessage, Messenger, or email

File Attachments

Attach photos from site visits, specification sheets, product datasheets, or any document your customer needs to see alongside the quote. Everything is stored securely and accessible from the quote timeline.

  • Upload photos, PDFs, or documents directly to any quote
  • Customers see attachments when viewing the shared quote link
  • Persistent cloud storage — files are always available
Workflow

End-to-end,
quote to cash.

From requesting supplier prices to collecting deposits, every step of your quoting workflow is covered — and connected.

Supplier Quote Requests

Need materials pricing? Send your materials list directly to suppliers from within QuoteSorted. They receive a branded email with a web form where they can enter their prices or upload a PDF quote. You review their response and apply it to your quote with your chosen markup — automatically calculated.

1

Send request

Select supplier, attach materials list

2

Supplier submits

Prices via web form or PDF upload

3

Apply with markup

Review + add your margin automatically

One-Click Accept & Deposit

Your customer receives an email with a "View Quote" button. They see a beautiful, branded quote preview and can accept it with a single tap — no login, no printing, no scanning. Need a deposit? Set a percentage or fixed amount. The quote clearly shows the deposit due and balance remaining.

One-tap acceptanceDeposit requestsPercentage or fixed amountBalance trackingAcceptance notifications

Quote-to-Invoice Conversion

When your customer taps "Accept" or pays the deposit, the quote is automatically converted into a fully formatted invoice — no action needed from you. Every line item, customer detail, and note carries over. If a customer isn't tech-savvy and tells you they accept over the phone, you can manually convert it with one tap.

Quote
Accepted
Invoice
4
Paid

Card Payment

Powered by Square. Customers tap "Pay Now" in their email and pay instantly by card.

Bank Transfer

Your bank details appear on the invoice. Mark as paid manually when the transfer clears.

Smart Backend

Built-in intelligence for consistency and accuracy.

Saved Item Library & Smart Matching

Build a catalogue of your most-used items — each with a description, default price, and category. Every time you add items (via bulk paste, voice, or manual entry), the system fuzzy-matches against your library to suggest consistent names and prices.

Consumer unit installation

Category: Electrical / Default: £450

Double socket (supply & fit)

Category: Electrical / Default: £25

EICR testing & certification

Category: Testing / Default: £180

Mileage Integration

Calculate travel costs using your own per-mile rate and attach them directly to any quote. Log your journeys, and the system calculates the charge — ready to add as a line item so your customer sees exactly what they're paying for.

Journey: Office → Mrs. Chen

Linked to Q-0094

Distance

24.5 mi

Your Rate

45p/mi

Charge

£11.03

Start quoting faster.

Every feature above is included on every plan — including the free one. No credit card. No setup time. Just faster quotes.

Install QuoteSorted

Get quick access from your home screen