Public quote links customers can open anywhere
Generate a secure tokenised link for each quote. Your customer sees your branding, line items, totals, terms snapshot, and any customer-visible job photos. They can view or print a PDF-style document from the link.
SMS OTP verification on approval
Before approving, the customer requests a verification code sent by SMS to the Australian mobile number on file (+614 format). Twilio Verify handles this step — it is only used for quote approval, not for sending your quote links.
Terms acceptance and full name
The customer must accept your terms snapshot (checkbox) and type their full legal name to approve. After approval, they see confirmation with approver name and timestamp. Quote status updates to approved.
Try ProperTradie free
Start with a free trial. Quote, approve, invoice and track payments from your phone.
Photos and scope on the quote
Attach job photos to quotes and control which ones customers see on the public page. Useful for painters, landscapers, builders and anyone who wants the customer to see the scope visually.
Convert approved quotes to invoices
Approval does not auto-create an invoice. When work is complete, you convert the approved quote into an invoice in one step. Line items and customer details carry over without retyping.
Designed for a clear approval record
ProperTradie is designed to help you keep a documented approval trail. It is general business admin tooling — not legal advice. For contract questions, speak with a qualified professional.
What it does not do
- Automatically create an invoice when a quote is approved
- Send quote links via automated SMS from ProperTradie
- Guarantee legal enforceability of electronic approvals
- Require customers to download an app