Available now for Mac. The iPhone and iPad versions are not yet available.

Guides / QUOTES / MAC

Quote and estimate app for Mac

Prepare a quote on your Mac from a saved catalogue, keep approval with the document and turn the accepted work into an invoice later. QuoteLocal keeps those steps together without requiring a new account or a connection to create the document.

How it works

  1. 01

    Set up the catalogue once

    Save the services and materials you quote repeatedly with their prices. After that, most estimates are assembled rather than typed.

  2. 02

    Price the job in front of the customer

    Add lines, tax, discounts, references, custom fields, terms and payment instructions. Attach photos of the site if the scope needs evidence.

  3. 03

    Keep approval with the quote

    Collect approval on your Mac. When the work is done, convert the accepted quote into an invoice and record the deposit against it.

Best forOn-site estimates and same-visit approval
SignatureCollected on your own device
ConversionAccepted quote becomes an invoice directly
OfflineDocuments created and managed offline

Prepare the next quote from what you already know

A saved catalogue lets you reuse customers, services, materials and prices on your Mac instead of rebuilding each quote from a blank document.

Check the scope and terms, collect approval and keep the accepted quote linked to the invoice. iPhone and iPad versions are not yet available.

Estimate to invoice without retyping

Re-entering an accepted quote as an invoice is where errors and lost line items come from. QuoteLocal converts the accepted quote directly, preserving the lines, tax treatment and terms.

Deposits and partial payments are recorded against the invoice, so the outstanding figure is the real one rather than something you reconstruct at month end.

Private by default

Customer names, addresses and pricing are commercially sensitive and stay on the device unless you turn on Pro sync, which uses your own private Apple iCloud container.

There is no QuoteLocal account, no advertising SDK and no behavioural analytics SDK. Backups are password-protected AES-256 files you keep.

Questions

Can I send a quote without an internet connection?

You can create and sign the quote offline. Sending the PDF needs a connection at whatever moment you choose to share it.

Does the customer need an app or an account?

No. They sign on your device and receive a PDF.

Can I use my own branding?

Pro adds custom logos and colours and removes the small footer from exported PDFs.

Which devices can I use now?

QuoteLocal is currently available for Mac. iPhone and iPad versions are not yet available.

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