Quote software that doesn't make you retype the invoice
Slow quotes lose work. BusinessPilotOS lets you build an itemised quote in minutes, track whether it was sent, viewed or accepted, and turn an accepted quote into an invoice with the same line items.
Accurate maths
Money is stored in whole cents and tax is applied per line, so totals always match the invoice.
Status you can act on
Draft, sent, accepted or declined, with a clear list of quotes waiting for an answer.
Accepted means ready
One action converts an accepted quote into an invoice.
Who it suits
Anyone who prices work before doing it, such as contractors, agencies, installers, event suppliers and consultants.
Why accurate maths matters
Money is held in whole cents and tax is applied line by line, so the total on the quote is the total on the invoice. You choose the tax rate. The platform never assumes one.
Related tools
Not ready to switch? The free quote generator builds a clean quote in your browser, and the service pricing calculator shows what price a job needs to earn the margin you want.
Compared with what you use now
A quote typed in a word processor needs its numbers copied into the invoice later, which is where mistakes creep in. Building the quote as line items means the accepted quote converts into an invoice with the same figures.
Getting set up
Enter your tax rate and your usual items once, then build your first quote from a real enquiry. Mark it sent, watch the list of quotes waiting for an answer, and convert accepted ones to invoices instead of retyping them.
How it works
- 1Pick the customer
- 2Add line items and tax
- 3Send and track
- 4Convert when accepted
Frequently asked questions
Do I choose the tax rate?
Yes. You enter it; nothing is assumed.
Is there a free tool?
Yes, try the free quote generator.
Can I edit after sending?
Edit a draft freely; sent quotes keep a clear status history.