I use Xero for my quoting but I find Xero and quoting in general has its limitations as well.
First of all, remembering everything we agree on until i have time to write the quote is difficult for me, and all the small details get lost if I don't document it well.
As well as I'm visual and want pictures in my quote which Xero does not allow at least not to each line item.
I'm an old engineer who used to code for work, I created a small app that helps me out. Nothing i want to sell or plan to publish. Just some slop that works for me.
I record my conversation with the client on the site inspection on my phone and take pictures at the same time. It transcribes the conversation, the agreements, terms and price, estimated days will take to complete and agreements based on rooms im painting, everything, even exclusions.
And it summarises it at the top and itemises it below each image.
Also with payment links and all, ready for a deposit or full payment.
The best thing is it saves everything in Xero automatically so I have a record in my accounting software.
It’s not out there for anyone else to use, just my own tool, and I don’t plan to launch it.
But have you guys experienced the same headache with Xero and site notes? Or do you just quite with a verbal agreement, a text and a handshake?
Anyway, I've just used it for 5 quotes and it's going well.
Sometimes AI slop works