Free
Forever-free plan, not a trial
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No credit card required to start
5 / 2
Quotes and invoices per month, free
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Premium anytime, no fees, no lock-in
A free quoting tool that actually does the job
The QuoteGenio free plan gives you five quotes and two invoices a month with AI quote generation, WhatsApp sending, public view tracking, online client acceptance, quote negotiation, and branded PDFs. No credit card, no 14-day trial that auto-charges, no watermark. Premium ($9.99/month) lifts the cap and adds Voice and Photo to Quote, recurring invoices, statements, and business reports. Below, the case for starting free, how it works, what's included, when each plan fits, and a breakdown of why this beats Word docs, spreadsheets, and the $30/month tools.
Why a free quoting tool
Stop losing jobs to the cleaner-looking quote
5 quotes, 2 invoices, AI generation, WhatsApp sending, branded PDFs, online acceptance, all on the forever-free plan. Upgrade only if and when you outgrow it.
Most quotes still look the same as ten years ago
A line in WhatsApp, a number scrawled on the back of a receipt, or a Word document with the previous customer name still in the footer. Each one loses jobs to the competitor whose quote lands as a clean branded PDF with a tap-to-accept button.
A free tool changes the output, not the business
Structured workflow, professional document in two minutes, sent via WhatsApp, view tracked, converts to an invoice with one tap. No monthly fee while you build the habit. Five free quotes a month is enough volume to win the next three to five jobs.
Quickest way to evaluate it
Sign up (30 seconds, no card) and write your first quote on a job you have on this week. If the customer accepts faster than usual, that is the answer.
How it works
From sign-up to sent quote in five minutes
The free plan is designed for the way tradespeople actually work: standing in the customer driveway, on a roof, or in the van between jobs. Sign up on the phone, build the quote on the phone, send the quote on the phone.
Sign up in 30 seconds
Email and password, no credit card. Your free account is live before the kettle finishes boiling. Add your business name, logo, and bank details once and they appear on every quote and invoice from then on.
Build your first quote in 2 minutes
Type the job description in plain language and the AI builds the line items for you. Or build it manually with your own templates. Either way you have a branded PDF ready to send before your next call-out.
Send via WhatsApp, email, or public link
Share the quote with the customer however they prefer. WhatsApp is fastest in most markets. The customer opens a branded PDF on their phone, taps Accept, and your quote is signed scope.
Convert accepted quotes to invoices
One tap turns the accepted quote into an invoice. All line items, pricing, and customer details carry across automatically. Customer pays via the link, you get notified, the invoice marks as paid.
What is included
Everything on the free plan
No watermark, no downgrade, no missing features that turn the free plan into a teaser for the paid tier. The free plan ships with every core capability that makes QuoteGenio worth using in the first place.
Quote in under 2 minutes
A structured workflow gets you from blank page to sent quote before your next call-out.
Send via WhatsApp
Share a quote link directly via WhatsApp. Clients receive a professional branded document instantly.
Public view tracking
See exactly when a client opens your quote link so you know when to follow up. Free on every plan.
Quote negotiation
Clients can request changes from the public link before accepting. Their message lands in your inbox and the activity timeline.
Professional PDF output
Every quote is formatted as a clean branded PDF with your logo and details.
Convert to invoice
Turn any accepted quote into an invoice with one click. Track payments easily.
Choosing a plan
When Free fits, when Premium fits
The free plan gives you everything you need to start quoting professionally. Premium is for the moment you regularly hit the monthly limits or want the on-site capture features that turn a five-minute job-walk into a sent quote.
When the Free plan fits
- Quoting volume under 5 a month and invoicing under 2 a month
- A solo trade business getting started
- You want professional quotes without paying upfront
- Comfortable with the AI quote generator and standard line-item entry
When to upgrade to Premium
- Quoting more than 5 a month or invoicing more than 2 a month
- You want Voice to Quote and Photo to Quote for faster on-site capture
- You need recurring invoices for service contracts
- You want full client management, business reports and revenue tracking
- You want priority support
Built for every trade
Free quotes and invoices for any trade business
QuoteGenio is built around how real trade businesses actually quote: line items for labour and materials, call-out fees, deposits on accepted scope, recurring invoices for service contracts. Pick your trade for pricing benchmarks, sample quotes, and the workflow tuned to that kind of work.
Plumbing & Water
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Electrical & Energy
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Construction & Building
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HVAC & Refrigeration
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Roofing & Waterproofing
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Cleaning Services
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Outdoor & Landscaping
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Property Maintenance
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Security & Access
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Fire Safety
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Mechanical & Automotive
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Removals & Logistics
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Why upgrade from spreadsheets
Free quoting vs spreadsheets, Word docs, and paid tools
Most tradespeople reading this page are quoting from one of three places right now: a spreadsheet template that was good enough five years ago, a Word document copied for every new customer, or a paid quoting tool that costs $25 to $50 a month and has features they never use. Each one has a specific failure mode that a free quoting tool fixes.
Spreadsheets
Break the moment the customer wants to negotiate. No view tracking, no online acceptance, no audit trail, no conversion to invoice. The customer sees an Excel file and treats your quote like one of three others in the inbox.
Word documents
Same problems plus formatting drift. Three out of ten Word-quoted jobs go out with the wrong customer name in the footer because the template was rushed. The customer notices, points it out (awkward), or quietly moves on (worse).
Paid tools at $25 to $50 a month
Deliver the basics but charge for capacity you may not need yet. If you are quoting 5 to 20 jobs a month and not sending recurring invoices, the free plan covers everything except the monthly fee.
The lift from spreadsheet or Word to a free quoting tool is bigger than the lift from a free tool to a paid one. Get on the free plan first, build the habit, then evaluate Premium based on actual monthly volume.
No hidden upgrade walls
Why free actually means free
No 14-day trial that auto-charges, no card on file, no countdown nagging you to upgrade, and no watermark on the PDF you send to customers.
No 14-day trial that auto-charges
No card on file to sign up
No countdown nagging you to upgrade
No watermark on the PDFs you send
The 5/2 cap is real, but useful
Five quotes and two invoices a month is enough volume to win three to five jobs a month as a solo tradesperson, which usually pays for any future upgrade many times over. Most people use the free plan for a month or two, dial in the workflow, then upgrade when they outgrow the limits.
Everything you create stays yours
When you upgrade to Premium, every quote and invoice from the free plan stays in your account. No data export, no migration, no losing your customer list. You upgrade because you outgrew the free plan, not because it stopped working.
FAQ
Questions about the free plan
Everything tradespeople ask before they sign up.
Yes. The free plan gives you 5 professional quotes and 2 invoices per month at no cost, with no credit card required. You can use QuoteGenio for free for as long as you like.
The free plan includes 5 quotes and 2 invoices per month, AI quote generation, AI line item suggestions, WhatsApp and email sending, public view tracking, quote negotiation, professional PDF output, online client acceptance, and basic client management. Everything you need to start quoting like a real business.
No. The free plan is genuinely free. No card, no trial period, no auto-charge after 14 days. You sign up with email and password and you can use the free plan indefinitely.
Yes. Public view tracking is included on every plan. The first time a client opens your quote or invoice link, it logs to the activity timeline and surfaces in the dashboard notification bell so you know when to follow up.
Yes. Quote Negotiation is on every plan. The public quote link includes a Request changes button. The client message lands in your inbox and the quote activity timeline so nothing slips past you.
The free plan includes text-based AI quote generation: type a job description, AI builds the quote. Voice to Quote and Photo to Quote are Premium features that let you dictate the job into your phone or upload site photos and have AI draft the quote from those instead of typing.
Once you reach your monthly quote or invoice limit, you can upgrade to Premium for unlimited quotes plus Voice to Quote and Photo to Quote. Your existing quotes and client data are always available, even if you stay on the free plan.
Yes. WhatsApp sending is included in the free plan. Create up to 5 quotes per month and send them all via WhatsApp at no cost. WhatsApp is the fastest way to get a quote in front of a customer in most markets.
Yes. Free quotes get the same branded PDF output as Premium quotes: your logo, your business details, your colours, line-item breakdown, terms and conditions. There is no watermark, no QuoteGenio branding stamped on your documents, and no other downgrade compared to Premium.
Yes. The free plan includes 2 invoices per month, and accepted quotes convert to invoices in one tap. All line items, pricing, and client details carry across automatically. The invoice gets a payment link the customer can pay from their phone.
No. Free is forever free, no contract. Premium is month-to-month at $9.99 per month, cancel anytime from your account settings. No annual lock-in, no cancellation fees.
Premium is $9.99 per month. Upgrade when you regularly hit the 5-quote or 2-invoice monthly limit, or when you want Voice to Quote, Photo to Quote, recurring invoices for service contracts, or business reports. Most tradespeople start free and upgrade once they win their third or fourth job through the free plan.
Still have questions? Contact us
Testimonials
Trusted by tradespeople
Tradespeople use QuoteGenio every day to quote faster, look more professional, and win more work without the admin slowing them down.
“Everything is in one place now. Quotes, invoices, and payments. I do not have to chase paperwork anymore, which saves me a lot of time.”
Liam Smith
Builder · New York City
“Steel fabrication quotes are technical. Clients appreciate when line items are clear and VAT is shown properly. Feels more like dealing with a real business.”
Matthias Schulz
Steel Fabricator · Hamburg
“Simple, fast, and easy to use. I can create and send quotes in minutes without overcomplicating things.”
Sophie Williams
Freelancer · Glasgow
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Free forever plan
Start quoting faster. Win more jobs.
Create professional quotes in minutes, send instantly, and stay on top of your work without the admin slowing you down.
Free to start. No credit card required.