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FOBIE.ai

Put a quote together faster

Quoting happens in the evening, from notes, and the slow one loses the job. This job is about getting a clear, priced, professional quote out the same day.

What a good result looks like

Use this to judge a demo. A tool that cannot do these is not doing the job, whatever it is called.

  • It builds from your own prices and your own standard wording.
  • It does the arithmetic, including tax, and gets it right.
  • The customer can accept it without printing anything.
  • It chases the quote afterwards.

What usually goes wrong

The things people find out after they have paid.

  • A generated quote with a wrong number is a binding-looking document with a wrong number in it. Check every total.
  • Generic templates that do not match how you actually price will cost you more time than they save.

4 tools that do this

How this list is ordered — and why money is not one of the reasons
  1. 1. How squarely the tool does this job. A tool built for this job comes before one that can be made to do it. A tool that needs wiring up comes last.
  2. 2. How much we actually know about it. A tool we have used ourselves comes before one we have only researched, which comes before one only a reader has written in about, which comes before one nobody has assessed. A tool low on this list is not bad. It is unknown.
  3. 3. How technical you need to be. Where the first two signals tie, the one a non-technical person can set up alone comes first. This site is for people who are not going to write code.
  4. 4. How recently we checked the listing. A listing we checked last month is worth more to you than one we checked last year, so it breaks the remaining ties. Listings we have never checked come last.

Nothing commercial appears on that list, and nothing commercial is given to the code that orders it. How we make money, and how you can check.

  1. QuickBooks Online

    by Intuit

    Quotes convert straight into invoices.

    Does this wellListed, not reviewedSome setting up

  2. Xero

    by Xero

    Produces quotes that turn into invoices without retyping.

    Does this wellListed, not reviewedSome setting up

  3. ChatGPT

    by OpenAI

    It can format and word a quote. It will not do your pricing or send it.

    Can, once set upListed, not reviewedNo setup help neededFree tier to try it

  4. Durable

    by Durable

    It bundles invoicing and simple CRM features, though they are not why you would choose it.

    Can, once set upListed, not reviewedNo setup help neededFree tier to try it

Reviews against this job

Listed, not reviewedIt is in the directory. Nobody here has assessed it yet.

Nobody here has assessed any of these tools against this job yet. The listings above describe what each one is sold to do and how squarely it fits — which is real information — but none of it is a verdict, and this page does not pretend otherwise.

Used one of these for this job? Tell us what happened — reader reports are published as reader reports, in your words, clearly labelled.

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