For Consultants
Quoting software for consultants
Package your expertise into proposals that sell — workshops, analysis and delivery, scoped and priced with confidence.
Trade-aware quotes
Jotquote knows the line items consultants quote for and structures them automatically — no blank-page guesswork.
Your rates, every time
Set your prices once. Every quote uses your numbers, your markup and your currency — consistent and accurate.
Send before you leave site
Describe the job or snap a photo of your notes and send a branded, itemised quote in seconds.
Common line items for Consultants
Jotquote builds these for you, applies your rates, and adds tax, totals and your branding — ready to send.
- Discovery workshop
- Audit & analysis
- Strategy & roadmap
- Implementation support
- Reporting & review
Quoting software built for consultants
Generic quoting software makes consultants start every quote from a blank page. Jotquote is consultants quoting software that already understands the work you do — describe the job in a sentence or photograph your handwritten notes, and it builds an itemised quote with professional wording, your rates and your branding. Send it as a PDF or a trackable link before you leave site.
A quote and invoice app for consultants
Winning the job is only half the work — you still have to get paid. Jotquote is a quote and invoice app for consultants: when a client accepts your quote, turn it into a numbered, branded invoice in one click, add your payment details, and track it through to paid. One tool for consultants quoting and invoicing, on your phone or laptop.
New to quoting, or want to price jobs more accurately? See how to write a quote and how to price a job, or explore the AI quote generator and quote & invoice app.
Frequently asked questions
What is the best quoting software for consultants?
The best quoting software for consultants is one you'll actually use on the job. Jotquote writes itemised quotes from a short description or a photo, applies your rates automatically, and sends a branded PDF or link — with a free plan so you can try it before paying.
Can I send quotes and invoices for consultants from one app?
Yes. Jotquote is a quote and invoice app for consultants: win the job with a quote, then convert the accepted quote into a matching invoice in one click and track payment.
Does it work on my phone on site?
Yes — Jotquote runs in your web browser on mobile and desktop, so you can quote consultants jobs before you leave site. There's nothing to install.
Quoting software for related trades
Browse the full list on the quoting software by trade hub.
Win more jobs with quotes that close
Join consultants sending polished, itemised quotes in seconds. Free to start — no card required.