Every great job starts with a conversation.
Whether you're a tradie, consultant, or designer, you've probably been asked:
"Can you send me a quote?"
With ANNA Money Quotes you can create professional quotes, send them directly to your customers, and turn them into invoices in just a few clicks.
Creating a quote shouldn't feel like paperwork.
With ANNA, simply add:
That's it! Your quote is ready to send directly from ANNA. Now you can spend less time on admin, and more time running your business.
No need to download PDFs or switch between different apps.
Once your quote is ready, send it directly to your customer from the ANNA platform. Your customer receives a clean, professional-looking quote that's easy to review.
It's the perfect way to make a great first impression while keeping all your business documents in one place.
Here's the best part.
When your customer gives you the green light, simply mark the quote as Accepted and convert it into an invoice in one click.
There's no need to type everything again.
ANNA automatically transfers your customer details, products or services, pricing, GST settings, and notes into the invoice. Less copying and pasting means fewer mistakes, so you can send your invoice sooner – and get paid faster.
No need to enter the same information every time. Once you've created a quote or invoice for a customer, ANNA remembers their details for next time. Simply select the customer from your list, and we'll automatically fill in their information – helping you create new quotes and invoices faster with less typing.
Need to send a quote on the go? No problem. With the ANNA Money mobile app, you can create and send quotes wherever work takes you – whether you're visiting a client, on-site, or between appointments. That means you can respond to customers faster and keep your business moving, even when you're away from your desk.
Whether you're quoting for a small one-off job or your next big project, ANNA makes the process quick, simple, and professional.
Create your quote, send it directly to your customer, and when they're ready to go ahead, convert it into an invoice with a single click.
Simple admin. Less double handling. More time for doing what you do best.
ANNA +Taxes is available for newly registered companies – first 1,000 customers get 6 months free. We auto-categorise your transactions and take care of your lodgements.
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