BookkeeperQuote Overview

BookkeeperQuote is a comprehensive quoting software solution designed for accountants, financial professionals, and small business owners. This platform allows users to generate accurate and professional quotes for their services with ease. BookkeeperQuote simplifies the process by providing customizable templates that allow businesses to create detailed quotes for clients, including descriptions of services, pricing, and payment terms. The software includes automated calculations for taxes, discounts, and other variables, ensuring that quotes are both accurate and compliant with regulations. Users can track the status of quotes, manage revisions, and convert approved quotes into invoices with just a few clicks. BookkeeperQuote helps businesses improve efficiency, reduce errors, and enhance client communication by providing a streamlined process for creating and managing quotes. The software's intuitive interface and integration with accounting systems make it an ideal tool for businesses looking to simplify their quoting and billing processes.

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BookkeeperQuote Screenshot & Video

Contact Details

  • Vendor Name Number Slayers
  • Founded 2020
  • Location United Kingdom

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Management Consulting

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BookkeeperQuote Features

  • Arrow Icon Client Portal
  • Arrow Icon Pricing Management
  • Arrow Icon CRM
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Discount Management
  • Arrow Icon Document Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Reminders
  • Arrow Icon Customizable Branding
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Proposal Generation
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Drag & Drop
  • Arrow Icon Automated Quoting
  • Arrow Icon Estimating

BookkeeperQuote Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$17 Per Feature

BookkeeperQuote FAQs

BookkeeperQuote is a comprehensive quoting software solution designed for accountants, financial professionals, and small business owners. This platform allows users to generate accurate and professional quotes for their services with ease. BookkeeperQuote simplifies the process by providing customizable templates that allow businesses to create detailed quotes for clients, including descriptions of services, pricing, and payment terms. The software includes automated calculations for taxes, discounts, and other variables, ensuring that quotes are both accurate and compliant with regulations. Users can track the status of quotes, manage revisions, and convert approved quotes into invoices with just a few clicks. BookkeeperQuote helps businesses improve efficiency, reduce errors, and enhance client communication by providing a streamlined process for creating and managing quotes. The software's intuitive interface and integration with accounting systems make it an ideal tool for businesses looking to simplify their quoting and billing processes.

  • No, BookkeeperQuote does not offer a free version.

  • Yes, BookkeeperQuote offers a free trial.

  • No, Credit Card details are not required for the BookkeeperQuote trial.

  • BookkeeperQuote offers the following pricing plans & packages:

    Basic

    $17 Per Feature

  • BookkeeperQuote supports the following payment frequencies:

    • Monthly Subscription

  • No, BookkeeperQuote does not offer an API.

  • BookkeeperQuote offers support with the following options:
    • Email , Phone , Chat , FAQs/Forum

  • BookkeeperQuote offers training with the following options:
    • Live Online , Webinar , Videos

  • BookkeeperQuote supports the following languages:
    • English

  • Following are the typical users of the BookkeeperQuote:
    • Self-Employed , Small-Business , Midsize-Business

  • BookkeeperQuote supports the following deployment:
    • Cloud Hosted

  • BookkeeperQuote supports the following devices and operating systems:
    • Web-Based