1-tap
Send a quote via WhatsApp on every plan
Live
View tracking when a client opens the link
No PDF
Branded quote with nothing to attach
Online
Clients accept the quote from the link
Quote where your clients already are
WhatsApp is where tradespeople and their clients actually talk. Email sits unopened for a week; WhatsApp messages get read the same day. QuoteGenio meets clients there with a professional branded quote link instead of a typed price and a vague follow-up, so you stop competing on whoever replied first and start winning on whoever looked most legit. Same WhatsApp send + view tracking + online acceptance + quote negotiation on every plan, free or Premium.
What your client sees
The same WhatsApp chat. Just smarter.
No PDF attachment. No "open this app to view". The link opens a branded quote your client can read, accept, or comment on in seconds, right inside their phone browser.
Mike the Plumber
online
Hey Mike, can you do the geyser swap on Saturday?
09:12
Yep. Just sending the quote through now ✌️
09:13
Quote #QG-0042 from Mike the Plumber
Geyser replacement · R14,544
quotegenio.com
quotegenio.com/q/n9k4-2m1q
Quote for the geyser job 👇 Tap the link to view and accept.
09:14
Tapping the link opens a branded view-and-accept page in their phone browser.
How it works
From job enquiry to accepted quote
Four steps, all via WhatsApp. The conversation stays in the same thread instead of jumping to email and going quiet for three days.
Create your quote
Type the description, dictate it with Voice to Quote, or upload site photos. Line items, labour, and materials in minutes.
Tap share via WhatsApp
One tap sends your client a professional link directly via WhatsApp. No PDF attachment, no email thread to chase.
See when they open it
Public view tracking logs the moment the link is opened, surfaced in your dashboard notification bell so follow-up is timed right.
Client accepts or asks
Client accepts online with one tap, or hits Request changes to send you a message. No app to install on their end.
Why it works
Why WhatsApp quoting works
WhatsApp is where your clients already are. Meet them there with a professional document.
Works on any phone
No app install needed. Your client taps the link and the quote opens in their browser, beautifully formatted.
See exactly when they open it
Public view tracking logs the moment the WhatsApp link is opened. Stop guessing whether it landed.
Clients can ask for changes
Quote Negotiation lets clients request tweaks straight from the link. Their message lands in your inbox before the deal goes cold.
Instant delivery
WhatsApp messages get read. Quotes sent via WhatsApp get responded to faster than email every time.
Clients accept online
No printing, no scanning. Your client accepts the quote directly from the WhatsApp link on their phone.
Professional every time
Your logo, your branding, your details. Every quote looks polished, not like a typed WhatsApp message.
FAQ
Common questions
Everything you need to know about sending quotes via WhatsApp.
Create your quote, then tap the WhatsApp share button. QuoteGenio generates a link and opens WhatsApp with a pre-filled message. Your client receives a professional quote link instantly.
Yes. Public view tracking logs the moment the link is opened. The view shows up on the quote's activity timeline and the dashboard notification bell, so you know exactly when to follow up.
Yes. Every public quote link includes a 'Request changes' button. Your client types what they want adjusted, and the message lands in your inbox plus the activity timeline. You respond and re-send a revised quote, all without losing the WhatsApp thread.
No. Your client just taps the link in WhatsApp and the quote opens in their phone browser. No download, no signup required on their end.
Yes. The quote link opens a page where your client can view all the details and accept it online with one tap.
Yes. QuoteGenio supports WhatsApp, email, and copying a shareable link. Use whichever channel works best for your client.
Yes. Once you convert a quote to an invoice, you can share the invoice the same way: via WhatsApp, email, or link. Invoice views are also tracked.
Yes. WhatsApp sending, view tracking, and quote negotiation are all available on the free plan. Voice to Quote and Photo to Quote are Premium features.
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.
“I like how simple it is. No learning curve. I created my first quote in a few minutes and sent it straight away.”
Chris Botha
Carpenter · Bloemfontein
“Wedding packages have so many variables. Sharing a quote on WhatsApp and getting acceptance in the same hour has won me bookings I would have lost.”
Elena Ortiz
Wedding Photographer · Barcelona
“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
From the blog
Latest guides and tips
Practical advice on quoting, invoicing, pricing, and getting paid.
How QuoteGenio Works: Quote to Paid in Six Taps
A plain-English walkthrough of the six-tap QuoteGenio flow, from client pick to invoice paid, and why each step is where it is.
Voice to Quote: Dictate a Job, Get Priced Line Items
Hold the mic, describe the job in your own words, release. The AI drafts a priced quote. What Voice to Quote is, when to use it, and when not to.
Convert a Quote to an Invoice in One Tap, No Retyping
The one-tap convert flow eliminates the retyping, the duplicate invoice numbers, and the mismatched line items that cost tradies hours each week.
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.