FAQs

You can use Stripe, Canva, or Xero to send professional quotes with service details, pricing, and approval buttons.

How do I send a quote for bookkeeping services?

Key items: service scope, cost, terms, payment instructions, and acceptance method.

What should be included in a quote or proposal?

Can I automate quotes to invoices?

Yes. Tools like Zapier, Stripe, and Xero support automatic invoice generation once a quote is accepted.

How do I collect payments online from clients?

Use Stripe or Square to generate secure payment links you can embed in quotes or emails.

Send automated welcome emails, setup forms, or system login instructions using Gmail or onboarding tools.

What’s the best method for client onboarding after quote approval?

Can I send quotes using Gmail templates or Canva?

Yes. Canva allows visually branded quotes. Gmail templates work for quick, reusable email quotes.

Can I include a payment link inside my quote?

Yes. Stripe and Square allow you to embed payment links directly in your quote or email.

What if Stripe doesn't offer the quote format I need?

Create a payment page that serves as a quote and follow it with a contract once payment is made.

How can clients accept or reject quotes by email?

Include action buttons or links in your email, or use Google Forms to collect responses.

What’s a smooth online payment flow for freelancers and bookkeepers?

Quote → Approval → Invoice → Payment Link → Onboarding.

Can I automate sending a contract after a quote is accepted?

Yes. Use tools like Zapier to trigger contract emails or document signing after quote approval.

What platforms help automate these workflows?

Stripe, Xero, Zapier, Bonsai, PandaDoc, Dubsado, Gmail templates, and Canva.

How do I manage quotes and invoices together?

Use platforms that support both — like Stripe, Xero, or workflow tools that connect them.

Can I track quote status (approved, pending, rejected)?

Yes. Stripe, Bonsai, and CRMs let you track this status automatically or manually.

What payment methods should I accept?

Card, bank transfer, Apple Pay, and PayPal are most common. Choose what fits your clients.

Can I send a proposal that includes a contract and payment link?

Yes. Use Bonsai or Stripe with embedded links and workflow automation.

Need help implementing an easy quote-to-payment system? Justwise Accounting supports businesses in building reliable workflows that save time and reduce admin.