QotaraClient and project
The customer name, email, project title, and dates remain connected to the job.
Estimate-to-invoice workflow
Turn estimates into invoices without entering the job twice
Keep the client, project, line items, totals, and notes together from the first estimate through the finished invoice.
- Review every carried detail before sending
- Keep estimates and invoices in saved history
- Download or print a polished PDF
One job record
The important details stay together
Converting a won estimate should be a review step, not a second round of data entry. Qotara carries the working document forward while leaving it editable.
Scope and rates
Descriptions, quantities, rates, and calculated amounts carry into the invoice for review.
Discount and tax
The subtotal, discount, editable tax percentage, and final total stay visible together.
Business details and notes
Your logo, contact details, tax number, and document notes stay with the client-facing document.
A controlled handoff
From a client-ready estimate to a reviewed invoice
Save the estimate as the record of what you quoted. When the work is ready to invoice, convert it and review the new document rather than rebuilding the scope from memory.
You can change the invoice dates, notes, or line items when the completed work differs from the original estimate. Qotara keeps the workflow simple while leaving the business responsible for the final document.
Explore Qotara for Canadian contractors- 1Build and save the estimate
Confirm the client, scope, pricing, tax, notes, and business branding.
- 2Convert the won work
Create the invoice with the estimate details already in place.
- 3Review, save, and deliver
Make final adjustments, download the PDF, or email the invoice to the client.
Saved document history keeps the handoff visible
Search saved records by client, project, or number and filter the list to estimates or invoices. That makes it easier to return to the right document without relying on a separate spreadsheet.
Estimate-to-invoice questions
What conversion does—and does not—do
Does converting an estimate change the original?+
Qotara keeps saved document history so you can distinguish estimates and invoices. Review the converted invoice before saving or sending it.
Can I edit the invoice after conversion?+
Yes. The carried details remain editable, so you can update dates, notes, line items, discounts, or tax before sending the invoice.
Does Qotara collect payment from my client?+
No. Qotara currently creates and delivers estimates and invoices; it does not process your client's invoice payment or track deposits.
Can I download the invoice as a PDF?+
Yes. You can download a PDF or print the finished document, and emailed clients receive access to a downloadable PDF.
The complete Qotara workflow
Compare plans Estimate and invoice tools are included in both plans
Choose $19.99 CAD monthly or $119.99 CAD yearly. You can manage or cancel the subscription through Stripe's secure billing portal.
Ready to keep the quote and invoice connected?
Build the estimate once, then carry the job forward when it is time to invoice.