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    Case Study, SaaS

    Quotivo App

    The modern AI-powered quoting and invoicing platform for freelancers, contractors, and small businesses, from quote to cash in three simple steps.

    1,000+
    Businesses
    4.9/5
    Average Rating
    3 Steps
    Quote to Cash
    Bank-grade
    Security

    The Challenge

    Small businesses were losing time and money on manual quoting

    Freelancers, contractors, and small businesses were spending hours every week building quotes in Word or Google Docs, losing track of which quotes were sent, viewed, or accepted, and chasing payments with no invoicing workflow.

    There was no visibility into billable hours or project profitability, and converting an accepted quote into an invoice meant starting from scratch. The existing tools were either too complex (built for enterprises) or too basic (glorified templates).

    The market needed a modern, AI-powered platform that understood the full workflow from quote creation through to payment, designed specifically for the people who actually do the work, not just accountants.

    Our Solution

    From quote to cash in three clicks

    We built Quotivo as a modern SaaS platform that streamlines the entire quoting-to-payment workflow. Users can create professional quotes using templates, AI-generated content, or from scratch, adding line items, discounts, and their own branding.

    The platform features real-time tracking: users get notified when a client views or accepts a quote, eliminating the guesswork of follow-ups. One click converts an accepted quote into a professional invoice, maintaining all the details without re-entry.

    We integrated AI throughout the platform, from smart quote generation that suggests line items based on project type, to automated follow-up reminders and profitability insights. Built-in time tracking links directly to projects for accurate billing.

    With 1,000+ businesses on the platform, a 4.9/5 average rating, and bank-grade security, Quotivo has become the go-to quoting tool for small businesses who want to look professional and get paid faster.

    Key Features

    What makes it exceptional

    AI-Powered Quote Generation

    Smart suggestions for line items, descriptions, and pricing based on project type and your history.

    Real-Time Quote Tracking

    Know instantly when a client views, accepts, or declines your quote, with automated follow-up reminders.

    One-Click Invoicing

    Convert accepted quotes into professional invoices with a single click, no re-entry, no mistakes.

    Built-in Time Tracking

    Track billable hours per project, linked directly to quotes and invoices for accurate billing.

    Custom Branding

    Add your logo, colours, and terms to every quote and invoice, look professional from day one.

    Revenue Dashboard

    Real-time visibility into pipeline, revenue, open quotes, and profitability across all projects.

    Built With:
    ReactNode.jsAI / LLM IntegrationPostgreSQLStripe PaymentsREST APIPDF GenerationCloud Hosting

    "Before Quotivo, I was spending Friday afternoons chasing invoices and rebuilding quotes in Word. Now the whole process is automated, from sending a quote to getting paid. It's saved me hours every week and made my business look far more professional."

    James Hartley
    James Hartley
    Freelance Developer

    See it in action

    This project is live and serving real users every day. Take a look around and see the quality of work we deliver.

    Visit Quotivo App

    Inspired?

    Want something like this?

    Whether you need an exact replica, something inspired by this project, or a completely different solution, we'd love to hear your idea. Every great project starts with a conversation.

    Your data is safe, we never share it. Response within 24 hours.

    Our Promise

    Free consultation with zero obligation. We'll listen to your idea, share honest advice, and only proceed if we're genuinely the right fit.

    Quick Response

    One of our co-founders will personally respond within 24 hours, not a sales team, not a chatbot, a real person who actually builds things.

    Prefer to chat?

    Drop us an email:

    hello@tractiontactics.com

    Or call us:

    01730 887680

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