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- ⚡ Instant access after payment
- 🔐 Secure tokenized downloads
- ✉️ Download link sent by email
Highlights
Self-hosted client, quote and invoice workspace with secure customer links, quote approvals, quote-to-invoice conversion, payment tracking and printable documents.
Description
Own your billing workflow
QuoteDesk Pro is a lightweight self-hosted commercial-document workspace for freelancers and small businesses that want control of their customer and billing data without another monthly SaaS subscription.
Client & service management
- Private client database with billing details
- Reusable product/service catalog
- Business branding, tax defaults and payment terms
Quotes
- Professional line-item quotes
- Discounts and tax
- Long random secure customer links
- Customer accept/decline workflow with name and timestamp
- One-click conversion of a quote into an invoice
Invoices
- Automatic document numbering
- Payment due dates and payment links
- Record partial/full payments
- Outstanding balance tracking
- Browser print layout for PDF export
QuoteDesk is intentionally focused: fast setup, no external database server and no cloud account required.
Customer approval is a workflow acknowledgement and is not marketed as a qualified electronic signature service.
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