Estimate context stays attached
The quote starts with the same intake details your team already collected, instead of retyping scope into another tool.
Money-moving workflow
Move from approved scope to paid job without leaving the record.
QuoteTxt keeps estimates, approvals, invoices, and payment collection tied to the same job so nothing gets lost between the first visit and final payment.
Estimate to payment
One connected record
1
Recap imported into estimate draft
Customer scope and job details already present
2
Digital approval collected
No printing, signatures, or file chasing
3
Invoice sent from same job
Customer gets one clean payment destination
Approval is part of the flow
Customers can approve cleanly, and your team sees exactly when the job is ready for scheduling or invoicing.
Payment collection closes the loop
Invoice state and payment options stay in the same workflow so there is less office follow-up to reconcile.
Detail view
Quotes and invoices are not standalone pages in the story.
This product works best when it follows a strong intake. That is why the product messaging should position it as the next layer after AI Intake, not as a disconnected billing tool.
Quote line items, approval, and invoice stay tied to one job history.
Payment setup supports clean collection without another handoff to the customer.
Office staff can see status without hunting through email threads or text messages.