How SharpQuote works
Everything happens in one WhatsApp chat. Here's the whole journey, from saying hi to getting paid, with exactly what you'll see on your phone.
1Say hi
Start a chat. Add your details.
Tap Start free on WhatsApp on this page (or save 076 381 3074 and send "Hi"). SharpQuote introduces itself and shows three buttons.
Tap Make my first quote, then tell it your business name and pick the kind of work you do. It then asks, one at a time, for your VAT status, address, email, phone and logo, so your very first quote looks like yours. Skip any of them with one tap. No forms, no passwords, no card.
SharpQuoteonline✅ First 5 quotes free
✅ No card, no app, no forms09:14
2Describe the job
Send a voice note, like you'd tell a friend
Hold the microphone and talk, or type it if you prefer. Mention three things:
- Who it's for: "Quote for Mrs Khumalo in Westville"
- The work: "Floor tiling, 20 square metres. Skirting, 18 metres. Remove the old tiles."
- Your prices: "R350 a square metre, R90 a metre for skirting, R1 500 for the removal."
You can also add notes like payment terms, what's excluded, a validity period ("valid for 7 days") or a deposit schedule. They go on the quote exactly as you said them.
SharpQuoteonline3Check it
See what SharpQuote understood, before anything is made
You get a short summary: every line item, the total and how VAT was handled. If you didn't give something (like a saved price it used), it tells you.
All correct? Tap Looks good. Something off? Tap Change something, or just reply with the fix: "make the skirting 20 metres".
SharpQuoteonline- Floor tiling: 20 m² × R 350.00 = R 7 000.00
- Skirting: 18 m × R 90.00 = R 1 620.00
- Remove old tiles: R 1 500.00
Includes VAT of R 1 518.00 on top of R 10 120.00. Valid 30 days.09:16
4Send it
Your PDF arrives. Your client accepts online.
A branded PDF quote lands in the chat. You can simply forward it to your client on WhatsApp.
Even better, send SEND Q-0012. You get a message with a private link to forward. Your client opens it on any phone or computer, sees the quote, downloads the PDF and taps Accept. You get a WhatsApp the second they do. Not going ahead? They can tell you why, so you learn what wins jobs. SharpQuote can also email it to them for you.
Quote Q-0012 for Mrs Khumalo · valid until 1 Nov 2026
Download PDF
5Make it yours
Add your logo with one photo
After your first quote, send a photo of your logo. SharpQuote picks your brand colour from it and re-makes your quote so you can see the new look (this doesn't use up a free quote).
Type MENU any time to add your banking details, VAT number, address, quote numbering and payment terms. Already have a quote design you love? Send a PDF or photo of one and SharpQuote matches its look.
Reg 2019/123456/07 · VAT 4123456789
2 Oct 2026
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Floor tiling | 20 m² | R 350.00 | R 7 000.00 |
| Skirting | 18 m | R 90.00 | R 1 620.00 |
| Remove old tiles | 1 | R 1 500.00 | R 1 500.00 |
Thank you for your business!
6Invoice
Job accepted? Invoice in one tap.
When a client accepts online, SharpQuote tells you straight away. If you haven't heard anything after two days, it asks you: "Did Mrs Khumalo accept your quote?"
Tap Yes, accepted and choose Make the invoice, or Ask for 50% deposit first. When the job's done, the balance invoice takes the deposit off for you. You can also send INVOICE Q-0012 or DEPOSIT Q-0012 any time.
SharpQuoteonline7Get paid
Know who's paid and who's late
When money comes in, send PAID INV-0007 (or PAID INV-0007 R2000 for part of it). Send UNPAID to see everyone who still owes you and how late they are.
If an invoice goes overdue, SharpQuote nudges you with Mark paid and Remind client. The reminder is a friendly message with your banking details, ready to forward. At the start of each month you get a summary: quoted, won, invoiced, received and still owed.
SharpQuoteonline• INV-0007 Mrs Khumalo: R 11 638.00 (due 9 Oct)
• INV-0005 Mr Jacobs: R 2 650.00 (6 days late)
When one is paid: PAID INV-000516:20
Handy words to send
You don't need to remember any of these: type MENU and tap. But they're quicker once you know them.
| Send | What it does | Example |
|---|---|---|
| MENU | The main menu: your quotes and invoices, details, logo, prices, plan and more | MENU |
| EDIT | Change a quote or invoice (makes an updated version) | EDIT Q-0012 labour 6 hours |
| SEND | A link your client opens to view and accept the quote | SEND Q-0012 |
| copy … for … | A new quote from an old one | copy Q-0012 for Greenfield Bakery |
| INVOICE | Turn a quote into an invoice | INVOICE Q-0012 |
| DEPOSIT | A 50% deposit invoice first | DEPOSIT Q-0012 |
| PAID | Record a payment (in full or part) | PAID INV-0007 R2000 |
| UNPAID | Who still owes you, and how late | UNPAID |
| LIST | Your recent quotes and invoices | LIST |
| MY PRICES | Your saved rates (change them by chat) | set tiling to R380 per m² |
| MY CLIENTS | Your client book | MY CLIENTS |
| QUERY | Ask the SharpQuote team a question | QUERY how do I add my VAT number? |
| FEEDBACK | Tell us what to improve | FEEDBACK love it, but… |
| HELP | The full guide in the chat | HELP |
Tip: just the number works too (EDIT 12), or say "my last quote".
For a perfect quote, every time
Name the client first
Start with "Quote for…" and the client's name. Add their address, company or VAT number if you want them on the quote.
Say quantities and units
"20 square metres at R350", "3 hours at R450", "two plugs at R380 each". SharpQuote does the maths.
Add your terms
"50% deposit, balance on completion", "valid for 14 days", "client supplies the tiles". They're printed as notes.
Ready to try it on a real job?
Your first 5 quotes are free. It takes about two minutes to start.