Quoting
OneDesk is an all-in-one work management software. Standardize your quoting processes, bill clients, and deliver projects.
Create accurate quotes fast
Create project templates for your standard services. Instantly generate quotes based on project templates. Add discounts, tax, or additional line items as needed.
Get your quotes approved
Send quotes directly to your clients via integrated email connection. Style your quotes with your own logo and address. Clients can click ‘Accept’ right from their own email inbox. The accepted status will be synced to your quote view in OneDesk.
Ensure profitability
Monitor your costs and revenue projection in real-time as your team logs work. Improve over time by knowing when to charge more or quote more hours. Easily update your project templates to create more accurate quotes.
Easily bill your clients
Convert your accepted quotes into invoices with just a click. Like quotes, you can send your clients invoices directly from OneDesk via email integration. Use QuickBooks Online? Easily copy over or send invoices with our QBO integration.