Trade a QuoteTrade a Quote
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Made for South African trades

Quote on site.
Get paid without the chasing.

Create a branded quote while you’re still with the client. They accept and pay online; you keep track of invoices, expenses and VAT in one place.

Start your free trial See how it works
  • 14 days free
  • No card needed
  • From R149/month
app.tradeaquote.co.za/dashboard
Trade a Quote dashboard showing revenue, VAT owed and unpaid invoices

Quotes, payments and VAT — all in one view.

Built for people who quote for a living

ElectriciansPlumbersBuilders & renovatorsSecurity installersSolar installersAir-con & refrigerationPaintersLandscapersHandymenPool & pest controlIT & AV installersCleaning services

Sound familiar?

The work is the easy part. The admin is what wears you down.

Quotes written at 10pm

You do the work all day, then type quotes into Word at night. By the time it goes out, the client has called someone else.

“I’ll pay you Friday”

Invoices live in your email outbox. Nobody knows what’s outstanding until the bank balance says so.

VAT panic every two months

A shoebox of slips, a spreadsheet that doesn’t add up, and a nervous call to your accountant.

How it works

From site visit to money in the bank, in four steps

  1. 01

    Quote on site

    Pick items from your price list. VAT, totals and your logo are done for you.

  2. 02

    Send it

    Email, WhatsApp or PDF. The client opens a link, no app or login needed.

  3. 03

    Client accepts

    They accept online and you see it straight away. Take a deposit if you need one.

  4. 04

    Invoice & get paid

    Convert to an invoice in one click. A Pay Now button takes them to Yoco or PayFast.

Quotes & invoices

A professional quote in the time it takes to have a coffee

Build quotes from your own price list, add labour and materials, and send a branded PDF that makes you look like the biggest outfit in town.

  • Your logo, banking details and terms on every document
  • 15% VAT, discounts and deposits worked out for you
  • Send by email or WhatsApp, or download the PDF
  • Turn an accepted quote into an invoice in one click
app.tradeaquote.co.za/quotes
A professional quote in the time it takes to have a coffee

Get paid faster

Give clients one place to accept, download and pay

Every client gets their own portal with their quotes, invoices and balance. When something is owing, a Pay Now button is right there.

  • Online quote acceptance, no printing or scanning
  • Pay Now with Yoco or PayFast on every unpaid invoice
  • Payments go straight to your account, no fees from us
  • PayFast payments mark the invoice paid automatically
tradeaquote.co.za/portal
Give clients one place to accept, download and pay

Know your numbers

See what came in, what went out and what you owe SARS

The dashboard answers the three questions every owner actually asks, without you having to understand accounting.

  • Revenue against expenses for the last 12 months
  • Output VAT, input VAT and the net amount due
  • Snap a receipt and the input VAT is claimed
  • Tips when invoices are overdue or costs spike
app.tradeaquote.co.za/dashboard
See what came in, what went out and what you owe SARS

Run the jobsProfessional plan

Know where every team member is and what’s next

Schedule call-outs, track who is en route or on site, and print a job card for the client to sign when the work is done.

  • Scheduled, en route, on site, complete, invoiced
  • Job cards linked to the client and quote
  • Printable sign-off sheet for the client
  • Invoice the job straight from the card
app.tradeaquote.co.za/jobs
Know where every team member is and what’s next

And when you grow

Room for your team, your suppliers and your books

Every plan

Bring your data

Import clients, stock and invoices from Pastel, Xero, QuickBooks or a spreadsheet.

Every plan

Repeat invoices

Monthly service contracts invoice themselves, and clients get a statement of account.

Every plan

On your phone

Add it to your home screen and use it like an app, right there on site.

Professional+

Proposals

Cover page, scope of work and pricing in one polished PDF.

Professional+

Suppliers & POs

Send purchase orders and keep supplier details in one place.

Professional+

Compliance vault

CIPC, SARS tax PIN, B-BBEE and COIDA papers in one place, emailed to a tender in one go. We remind you before they expire.

Professional+

Your team

Invite staff as admins or users. Up to 15 people on Business.

Business+

Bookkeeping

Bank statement import, P&L and balance sheet for your accountant.

Business+

Payroll

Payslips with PAYE and UIF, plus your monthly EMP201 figures.

The difference

WhatsApp and spreadsheets vs. Trade a Quote

The old way
With Trade a Quote
Sending a quote
Typed up at night in Word
On site, from your price list, in minutes
Client says yes
A WhatsApp you have to scroll for
Accepted online, logged against the quote
Invoicing
Retyping the quote into a new file
One click from the accepted quote
Getting paid
Sending banking details again
Pay Now button with Yoco or PayFast
Knowing who owes you
Searching your email outbox
Outstanding balance on the dashboard
VAT return
A shoebox and a spreadsheet
Output, input and net VAT worked out

Pricing

Less than one call-out a month

Unlimited quotes and invoices on every plan. Try everything free for 14 days.

Starter

For the one-person business that wants to look professional and get paid faster.

R149/month

1 user

Start 14-day free trial
  • Unlimited quotes, invoices & pro formas
  • Branded PDF documents with your logo
  • Online quote acceptance & client portal
  • Pay Now links on invoices
  • Clients, stock & price list
  • Expenses with receipt upload
  • VAT summary & revenue dashboard
  • 1 user
Most popular

Professional

For growing teams who run jobs in the field and buy from suppliers.

R249/month

5 users

Start 14-day free trial
  • Everything in Starter
  • Proposals: cover page, scope of work & pricing in one PDF
  • Printable job cards with client sign-off
  • Purchase orders & suppliers
  • Compliance vault: CIPC, SARS, B-BBEE & COIDA papers with expiry reminders
  • Up to 5 users

Business

For established businesses that want the books and payroll in the same place.

R499/month

15 users

Start 14-day free trial
  • Everything in Professional
  • Bookkeeping: chart of accounts & bank statement import
  • Profit & loss, balance sheet & VAT reports
  • Payroll with PAYE, UIF & EMP201
  • Up to 15 users
  • Priority support

Compare every feature →

Questions, answered

Do I need a credit card for the trial?+

No. Sign up with your email and use every feature for 14 days. Choose a plan when you’re ready.

Can I change plans later?+

Yes. Move up or down a plan whenever you like. Your quotes, invoices and clients stay exactly where they are.

Does it handle South African VAT?+

Yes. 15% VAT is built into every quote, invoice and expense, and the dashboard shows what you owe SARS.

How do my clients pay online?+

Add your Yoco payment link or PayFast details in Settings. Every unpaid invoice then gets a Pay Now button in the email and in the client portal. The money goes straight to you.

Can I move my data across from another system?+

Yes. Export clients, stock and invoices as CSV from Pastel, Xero, QuickBooks or a spreadsheet and import them in a few clicks.

Can I keep my company documents for tenders?+

Yes, on Professional and Business. Upload your CIPC registration, SARS tax compliance letter, B-BBEE certificate, COIDA letter and the rest, then email the whole set to a tender office or new client in one go. We email you 30 days before anything expires.

Is my data safe?+

Your data is kept separate from every other business on the platform, sent over encrypted connections, and only people you invite can see it. You can export or delete it any time, and we process it in line with POPIA.

Your next quote could be out in ten minutes

Add your logo and banking details once. Every quote and invoice after that looks the part.

Start your free trial

14 days free · No card needed · Cancel any time