Create and track quotes from draft to acceptance. Invoice in one click.
Every change is tracked without email-thread chaos. The moment your client accepts, one click carries the items, prices, and terms into the invoice. Nothing to retype.
Filled, formatted, sent
Draw up a quote in a minute
Client: pick from your contacts, or add one by name. For Swiss businesses, SoloDesk fills in the address, UID, and legal form from Zefix
Services and rates: pick from your catalogue, or type new ones in, and SoloDesk adds them automatically
Multi-stage project: break it into phases, each with its own running total
Custom text and a validity period: all set per quote. Leave the validity blank and the quote never expires; SoloDesk flags expired ones for review
Your client's language: send the quote in DE, FR, IT, or EN
Send it in one click, or download the PDF to send yourself. Either way, SoloDesk creates a hosted acceptance page you can share
Every change captured
Clean negotiation history, nothing lost
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You send it: the quote goes out on a hosted page for your client to open
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Changes before a decision: your client wants a tweak, so you update the same quote and resend it through the same link
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Every step on the record: when you sent it, when your client opened it, and whether they accepted or declined, all kept on file. No folder full of Quote_v3_FINAL.docx.
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Live status: always see where the quote stands, updated the moment your client acts
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Then bill it: once your client accepts, turn the quote into an invoice in one step
Full evidence chain
Your client accepts without friction. Every step is legally recorded.
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Every quote gets its own page: your client opens it in any browser, with no account, app, or login
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You know the moment it happens: SoloDesk records when your client opens the quote, and when they accept or decline
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One click to accept or decline: captured as an e-signature under Swiss ZertES and EU eIDAS
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Then the page locks to that decision
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Kept on file: the time of acceptance and the exact quote your client saw, final from that point
Ready to bill
Bill straight from the accepted quote
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Line items and contact carry straight over
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It opens as a draft: set the due date and adjust anything before you send
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The source quote is marked billed: full history kept, linked to the invoice it became
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The invoice gets its own number from the invoice sequence, separate from your quote numbers
Swiss compliance
Meet Swiss legal requirements for quotes
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Gap-free sequential numbering: a separate sequence from your invoices, as Swiss rules require
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Online acceptance at the Simple Electronic Signature level Swiss ZertES and EU eIDAS compliant
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Hosted in Switzerland: your quotes, acceptances, and documents stay in a Swiss data centre
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10 years of records: every quote and its acceptance trail kept for 10 years, per Art. 958f CO
Built around everyone the quote reaches
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Your business
Put a full quote together from your catalogue: line items, your intro and closing text, and a validity period, all in one place. Every change is tracked cleanly, so you always know which quote is current. Once it's accepted online, one step turns it into an invoice, and the status stays in front of you: sent, accepted, or declined.
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Your clients
Every quote arrives as its own page, open in any browser with no login. Your client accepts or declines in a click, recorded as an e-signature under Swiss ZertES and EU eIDAS. Want changes? You revise and resend on the same link, and only what they accept counts.
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Your accountant
Gap-free quote numbers in their own sequence, the way Swiss rules expect. Each sent quote files itself alongside your invoices and reminders, all kept for 10 years. Every quote traces from first draft to the invoice it became, so the whole chain is there at audit time, with no boxes of paper to sort at year-end. And from September 2026, you can invite your accountant to work in your books directly, on the Mid and Full plans.
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Your team
Quote together as a team: create, send, and track them in one place, with a full audit trail of every quote and acceptance.
Available from September 2026