Quote Management Features

Create and Manage Quotes with Confidence

Winning new business starts with a great first impression and Balance helps you deliver it. With our streamlined Quote Management tool, you can create, send, and manage professional quotes in minutes. Track customer responses, convert quotes into invoices instantly, and keep your sales pipeline moving—all from the same place you manage your accounts.

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Streamline Your Quote Management Process

Balance makes it simple to create, customise, and manage professional quotes that impress your clients and help you win more business. Use our easy-to-edit templates to tailor quotes to each client’s needs, track their status in real time, and convert approved quotes directly into invoices with a single click. With everything linked seamlessly to your accounting, you save time, reduce errors, and keep your sales process organised. Best of all, this powerful quoting tool is completely free to use.

Send Professional Quotes and Turn Them into Invoices in One Click!

We created Balance to help self-employed professionals and small businesses simplify their quoting and invoicing processes without the high costs or complexity of traditional software. Our tools give you full control over creating quotes, tracking client approvals, and converting them into invoices, making it easier to manage your cash flow and grow your business.

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Quick, Customisable Quote Creation

Build and send branded, professional quotes in just a few clicks. Add products or services, adjust pricing, and apply discounts with ease—then send directly to your customer via email, all within Balance.

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Track Status and Customer Responses

See when a quote has been viewed, accepted, or declined, and follow up with smart reminders. With full visibility into your quoting activity, you can chase leads confidently and convert faster.

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Seamless Conversion to Invoices

No more copying and pasting—once a quote is approved, you can convert it into an invoice instantly. Balance keeps your workflow simple, reduces admin, and ensures nothing slips through the cracks.

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Trusted by 5,000+ UK Small Businesses for Easy Quote Management

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Quote Management Features FAQs

Some frequently asked questions regarding our quote management software features

Yes, Balance allows you to personalise templates with your branding and client details.

You can send quotes directly via email from within Balance or download them as PDFs.

Yes, Balance lets you monitor whether quotes have been viewed, accepted, or declined.

Absolutely. Approved quotes can be converted into invoices with a single click.

Yes, you can specify expiry dates to encourage timely client responses.

Yes, all core quoting features are available free with your Balance account.

Everything Your Small Business Needs – All in One Accounting Software

Real-Time Tracking: Monitor cash flow, expenses, and profits instantly.
Auto Invoicing: Generate and send invoices effortlessly.
Cloud Access: View finances anytime, anywhere.
Easy Tax Filing: Automate calculations and submit taxes hassle-free.

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Accounting Software with Quote Management and Integrations That Support Your Business Needs

Balance connects with popular apps to streamline your quoting and sales process. From syncing client data to automating follow-ups and converting quotes into invoices, these integrations reduce manual work and help you close deals faster.

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Accounting Software That Fits the Needs of Your Business

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Switch to Balance Today for Expert Accounting Software Designed to Simplify Your Business Finances

Switching to The Balance App is easy! Our powerful online accounting software is designed to simplify your finances, streamline bookkeeping, and give you real-time insights into your business.

Whether you’re moving from another system or starting fresh, our expert team is here to help make the transition seamless. Take control of your accounting today with The Balance App!

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The Balance App is part of Accounting Wise Ltd, a limited company registered in England under company number 09365202. Our registered office is: The Carriages, Station Road, Ware, SG12 9PL UK.

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