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Automation · 2026 edition
Quoting software for tradespeople: which one to choose?
A quote sent quickly and well presented gets signed more often. The right software does the maths, adds the required details and follows up for you. Here are the criteria that really matter in 2026.
- Useful features
- Required legal information
- Automation
Updated October 2026Rules checkedNo jargon
The right quoting software in 30 seconds
In short
Good quoting software for tradespeople should use your price library, calculate VAT and totals automatically, add the required details, allow online signature and turn the signed quote into an invoice without re-entering anything. It should also handle e-invoicing, which is becoming mandatory in a growing number of European countries, on timetables that vary by country. Choose it based on how you work, not on the number of features.
Up-to-date details
Insurance, validity, VAT: nothing is forgotten.
Online signature
The customer signs from their phone.
Quote to invoice
One click, no re-entering, with deposits.
The really useful features
Compare software on these points. The rest is often just nice to have.
| Feature | Why it is useful | Priority |
|---|---|---|
| Library of jobs and prices | A complete quote in a few minutes, consistent prices | Essential |
| Multi-rate VAT calculation (standard and reduced rates) | Some work may qualify for a reduced rate, depending on your country | Essential |
| Required details added automatically | Fewer risks in the event of a dispute or inspection | Essential |
| Electronic signature | The customer signs the same day, without printing | Very useful |
| Deposits and stage payments | Invoice as the job progresses, without calculations | Very useful |
| Automatic quote follow-ups | Forgotten quotes come back on the table | Very useful |
| E-invoicing through an approved platform where required | Becoming mandatory in a growing number of countries | Essential before it becomes mandatory for you |
Check that the software provider supports the e-invoicing formats and platforms required in your country, and check the dates that apply to you.
What your quote must include
For work for consumers, the quote protects both parties. Your software should add these details automatically. The exact list depends on your country.
Your full identity
Name or company name, address, company registration number, legal status and, where applicable, VAT number.
Your insurance
Where your country requires it: insurer, policy and geographical area covered.
The itemised breakdown
Each service and material with quantity, unit price, unit, and any travel costs.
Totals and VAT
Total excluding VAT, VAT rates applied, VAT amount and total including VAT.
Dates and duration
Date of the quote, validity period, start date or completion time.
Free or chargeable
The quote states whether it is free. If it is chargeable, its price is given beforehand.
Switch to fast quoting in five steps
Software does not do everything. What gets quotes signed is speed and follow-up.
Quotes that send themselves
Our automated quotes solution for tradespeople: the customer's request becomes a quote ready to approve, sent, signed online and followed up without you having to think about it.
Request captured
The website form or WhatsApp feeds straight into a draft quote.
Quote ready to approve
Your prices and details are filled in, you check and send.
Scheduled follow-ups
The customer is followed up on the planned dates, until they reply.
Clear tracking
A dashboard shows quotes sent, signed, lost and to follow up.
Your questions, our answers
What is the best quoting software for tradespeople?
The one that fits your trade: a suitable price library, multi-rate VAT, online signature and conversion into an invoice. Test two or three programs on a real quote before choosing.
Is a quote mandatory for a tradesperson?
Depending on your country, a written quote may be required before certain work for consumers. In all cases, it is strongly recommended.
Can a quote be signed electronically?
Yes. An electronic signature is generally legally valid, provided it identifies the signer and guarantees the link with the document.
Can you charge for a quote?
Yes, provided the customer is told beforehand. State clearly on the quote whether it is free or chargeable.
Do you need software that handles e-invoicing?
It is a good idea. E-invoicing is becoming mandatory in a growing number of European countries, on timetables that vary from country to country. Check the rules and dates that apply to you.
How long is a quote valid for?
You generally set the period yourself on the quote. One to three months is common, shorter if your material prices change often.
Sources: your country's rules on quotes for consumers, information for consumers, professional insurance, electronic signatures and e-invoicing.
General information, up to date as of October 2026. It does not replace advice from a professional.
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