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Clients & sales

  • Client managementClient details, company and VAT numbers, payment terms
  • Intake formCollect details from a potential customer and continue yourself to a lead
  • LeadsTrack potential customers through to a quote and won work
  • Client portalShare quotes, contracts, invoices and project information with your client
  • QuotesCreate, send and convert a quote into an invoice
  • ContractsService agreement with digital signature
  • Assignment checkIs a job worth it? Check before you say yes

Work & projects

  • ProjectsFrom signed contract to a project with time and costs
  • Project tasksTasks, deadlines and logged hours inside a project
  • Project profitabilityInvoiced and collected revenue, direct costs and margin on one project
  • Time trackingLog hours per client or project and bill them
  • Mileage logKeep business trips with a rate per kilometre
  • Products & servicesSave price and VAT once, reuse everywhere

Invoicing & admin

  • InvoicesInvoices with Dutch VAT, numbering and PDF
  • Recurring invoicesDraft invoices generated monthly, quarterly or yearly
  • Payment remindersReminders before and after the due date
  • ExpensesBusiness costs with VAT, category and receipt
  • Purchase invoicesKeep supplier invoices with their file attached
  • Bank CSV importImport a statement and match payments to invoices

Tax & bookkeeping

  • Financial overviewIncome, expenses and open invoices per period or client
  • Tax calculatorIndicative estimate of tax and net income
  • Bookkeeper packageExport and secure share link for your bookkeeper
  • Hourly rate calculatorFree: work out the hourly rate you need
  • Hours criterion calculatorFree: do you reach the 1,225 hours for entrepreneur deductions?

Documents

  • Multilingual invoicesDocuments in 7 languages, set per client
  • CV makerFreelance CV or portfolio with a shareable link
View all tools

Popular

  • Freelancers (ZZP)
  • Construction
  • Cleaning
  • Consultants
  • Coaches
View all industries
Pricing
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←Home

Clients & sales

  • Client managementClient details, company and VAT numbers, payment terms
  • Intake formCollect details from a potential customer and continue yourself to a lead
  • LeadsTrack potential customers through to a quote and won work
  • Client portalShare quotes, contracts, invoices and project information with your client
  • QuotesCreate, send and convert a quote into an invoice
  • ContractsService agreement with digital signature
  • Assignment checkIs a job worth it? Check before you say yes

Work & projects

  • ProjectsFrom signed contract to a project with time and costs
  • Project tasksTasks, deadlines and logged hours inside a project
  • Project profitabilityInvoiced and collected revenue, direct costs and margin on one project
  • Time trackingLog hours per client or project and bill them
  • Mileage logKeep business trips with a rate per kilometre
  • Products & servicesSave price and VAT once, reuse everywhere

Invoicing & admin

  • InvoicesInvoices with Dutch VAT, numbering and PDF
  • Recurring invoicesDraft invoices generated monthly, quarterly or yearly
  • Payment remindersReminders before and after the due date
  • ExpensesBusiness costs with VAT, category and receipt
  • Purchase invoicesKeep supplier invoices with their file attached
  • Bank CSV importImport a statement and match payments to invoices

Tax & bookkeeping

  • Financial overviewIncome, expenses and open invoices per period or client
  • Tax calculatorIndicative estimate of tax and net income
  • Bookkeeper packageExport and secure share link for your bookkeeper
  • Hourly rate calculatorFree: work out the hourly rate you need
  • Hours criterion calculatorFree: do you reach the 1,225 hours for entrepreneur deductions?

Documents

  • Multilingual invoicesDocuments in 7 languages, set per client
  • CV makerFreelance CV or portfolio with a shareable link
View all tools

Popular

  • Freelancers (ZZP)
  • Construction
  • Cleaning
  • Consultants
  • Coaches
View all industries
SSmartWerk

Create quotes and turn them into invoices

Clients & sales

Make a quote, send it to your client and turn the accepted quote into an invoice.

Start for freeView pricing

Start free, no credit card needed.

Revenue€ 18,420Outstanding€ 4,235Costs€ 2,310
QuotesCreate, send and convert a quote into an invoice
01

What is it?

Quotes is the module where you write a price proposal, send it and keep track of it until your client agrees.

02

Who is it for?

For freelancers who agree a price before they start and do not want to type the same details twice.

03

What problem does it solve?

A quote in a separate document has to be retyped into your invoice later. In SmartWerk the invoice takes the client and lines from the quote.

What you get

01

Fill it in once

Lines, prices and VAT from the quote carry over when you convert it into an invoice.

Start for free
Quote2026-018Accepted
MDMeridian Design05-10-2026
Huisstijl ontwerp€ 1,800.00
Website redesign€ 2,400.00
Total€ 5,082.00
Convert to invoice
02

Discount and validity

Give a discount per line or as a percentage and set a validity date on the quote.

Start for free
Contract2026-007 Signed
MDMeridian DesignScope: Website redesign
Sanne Jansen02-10-2026M. Bos03-10-2026
Create invoiceStart project
03

Send attachments along

Add PDF or image attachments; your client gets them as download links in the email.

Start for free
SSStudio SanneKvK 84726193 · NL002187364B21Invoice2026-041
ClientBakkerij Van DijkDue date22-10-2026
Website onderhoud8 × € 85€ 680.00
Fotografie productpagina’s1 × € 320€ 320.00
Subtotal€ 1,000.00VAT 21%€ 210.00Total€ 1,210.00
NL91 ABNA 0417 1643 00
04

Always know the status

See which quotes are draft, sent or accepted and which have already been converted.

Start for free
SSStudio SanneYour client
Quote 2026-018€ 5,082.00Approve
Invoice 2026-041€ 1,210.00Paid
Project68%

How it works in SmartWerk

  1. 1

    Create the quote

    Choose a client, add lines and set a validity date. The quote number is assigned automatically.

  2. 2

    Send it

    Email the quote or share a link.

  3. 3

    Record the acceptance

    Mark the quote as accepted when your client agrees, for example by email or phone.

  4. 4

    Convert it

    Turn the quote into an invoice in one click.

Part of one workflow

SmartWerk follows a job from client to bookkeeper. The highlighted step is this page.

  1. Client
  2. Quote (You are here)
  3. Contract
  4. Project
  5. Time · km · costs
  6. Invoice
  7. Reminder
  8. Bookkeeper / tax

What you can do

A quote starts with a client and ends as an invoice. In between there can be a contract and a project.

  • Quote with multiple lines

    With quantity, price and VAT per line, a total and a note for your client.

  • Send by email

    The client receives the PDF and any attachments in your email.

  • Convert to invoice

    The invoice takes over client and lines. The quote is then locked and shows the invoice number.

  • Start a contract from a quote

    You start an accepted quote as a contract, prefilled with the client details and the price from the quote.

  • Reuse products

    Pull in saved products and services instead of retyping lines.

Connected to other tools

  • Client managementClient details, company and VAT numbers, payment terms
  • Intake formCollect details from a potential customer and continue yourself to a lead
  • LeadsTrack potential customers through to a quote and won work
  • ContractsService agreement with digital signature
  • InvoicesInvoices with Dutch VAT, numbering and PDF
  • Products & servicesSave price and VAT once, reuse everywhere
  • Client portalShare quotes, contracts, invoices and project information with your client

Suited for:PaintersInstallersPhotographersWeb designers

Frequently asked questions

Can I convert a quote into an invoice?

Yes. The invoice takes over the client and lines. The quote is then locked.

Can I convert a quote into a contract?

Yes. The contract is pre-filled with the client details and the price from the quote.

Can I add a discount and a validity date to a quote?

Yes. You give a discount per line or as a percentage and set a validity date on the quote.

Can I attach files to a quote?

Yes. You add PDF or image attachments; your client receives them as a download link in the email.

What it does not do

  • A quote is not an invoice: an invoice with an invoice number exists only once you convert it.
  • You convert an accepted quote yourself; an invoice is not created automatically.

Try it with your own data

Create a free account and start with one client. Upgrading can wait until you really need a feature.

Start for freeView pricing

Related articles

Sending invoices as a freelancer: what must be included?

Comparisons

SmartWerk vs Moneybird
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