Quotes that close themselves out
Build an itemized quote from scratch or a template and send the client a link. On the approval portal they approve or reject individual line items without logging in. One click later, the approved items become an invoice or a task.
Replaces proposal tools
Approval by line item, not by email thread
The client opens the /o/{token} portal — no account, no password — and decides on each line item separately: keep the redesign, skip the extra landing page. You watch approval status per item instead of decoding a 'looks mostly fine' email.
- Public approval portal, no client login needed
- Approve or reject individual line items
- Per-item approval status tracking
From quote to work to money
Convert an approved quote straight into an invoice, or into a task so the work starts immediately — tasks stay linked to the quote they came from. Quotes carry itemized budgets with quantities, rates and subtotals, plus your own numbering.
- Convert approved quote to invoice
- Convert quote to task, with tasks linked back
- Itemized budget: quantity, rate, subtotal
Nothing expires unnoticed
Set a validity period and Oplero reminds you before the quote expires. Reusable templates, configurable intro and closing text and email sending with a PDF attached keep the paperwork down to minutes.
Everything included
- Itemized quotes with quantity, rate and subtotal
- Quote templates
- Client approval portal without login
- Per-line-item approve or reject
- Approval status tracking by item
- Convert approved quote to invoice
- Convert quote to task
- PDF export and custom numbering
- Validity periods with expiry reminders
- Email sending with custom intro and closing text