Guides / Quotes and proposals
Quotes and proposals
Drafting quotes, proposals and standard letters. Typical: about 2 hours a person a week. AI could take roughly 40% (illustrative).
5 steps
- 1
Build one great quote template.
- 2
Keep a price list in a sheet.
- 3
Use AI to draft the intro and scope from your notes.
- 4
A person checks prices and promises.
- 5
Send from your accounting tool so it becomes an invoice later.
🧰 Tools that can do this
Word or Docs with Copilot or Gemini, QuickBooks or Xero quotes.
🆓 Do it free
Invoice Ninja quotes. See free tools and StackSwitcher for switching guides.
🔒 Keep it safe
Do not paste personal, staff or client details into public AI tools. A person checks the output before it counts.
🆓 Option 1: Do it free
Open source tools you can run yourself, no licence fees. You will need someone handy to set them up and keep them updated.
- Invoice Ninja: quotes, invoices and reminders.
📦 Option 2: Get the click by click pack
Plain guides and prompts in a ZIP. Pay once, no subscription. It is a set of guides, not software. This job (Quotes and proposals) has its own click by click setup in the Full pack.
Last checked 4 Nov 2026. Menus change, so check the tool's own help pages.