After your call or appointment, the agent prepares the quote before the customer has time to contact another provider.
The invoice is sent when the work is completed, and reminders on days 7 and 15 run automatically.
Export compatible with your accountant · Set up within 48 hours · No long-term commitment
While you are on-site or in a meeting, the agent sends quotes, issues invoices, monitors payments and follows up on overdue accounts.
Connected to your accounting software—or directly to Stripe or bank transfer data—it generates documents with your brand identity, tracks their status and alerts you when action is needed.
Designed for: tradespeople and construction businesses · web, marketing and HR agencies · B2B freelancers · small service businesses with recurring quotes · consultants and coaches.
The page estimates that sending a quote the same day rather than three to four days later increases the chance of winning the work by about 30%. At 10 quotes per month worth €1,500 each, the stated estimate is roughly €4,500 in additional revenue from faster delivery.
“I used to prepare quotes in the evening when I was tired. The customer received the quote four days later and chose the faster competitor. Now it goes out within an hour, and I win two more projects per month.”
— Plumber-heating engineer — Île-de-France
+2 projects signed / month
Quotes sent in less than 1 hour
“We always had eight to ten overdue invoices. I followed up whenever I had time—which meant almost never. Since the agent began handling reminders, we have had fewer than two unpaid invoices.”
— Web agency — Paris
Fourfold reduction in overdue invoices
~€3,000 recovered per quarter
Together, we define your price list—services, prices, packages and labor rates. You then provide a job or project brief by voice after the call or through a short form. The agent calculates the quote from your pricing rules, and you approve it before it is sent.
Setup takes 48 hours after approval and receipt of your price list. We then provide two weeks of support to refine quote and invoice templates, reminder tone and layout until you approve the result.
No. We connect to your existing software rather than replace it. The agent generates quotes and invoices, then exports them to Sage, Cegid, EBP, Pennylane or another supported tool. Your accountant keeps their usual workflow, while the page estimates two to three hours saved per week on data entry.
Together, we define three reminder levels: a courteous message on day 7, a firmer message on day 15 and a formal notice on day 30. You approve the tone before messages are sent and can exclude sensitive clients you prefer to follow up personally.
Hosting in Europe, GDPR compliance and no resale. If you stop the service, we remove our access and your data remains in your existing accounting software.
No long-term commitment. Cancel at any time with 30 days' notice. Setup fees are non-refundable.
Yes. 2 tools: -10%. 3 tools: -15%. See the pricing page for details.
A 15-minute video call with Fares. Explain your current quote and reminder process, and he will outline what the agent could handle, with a rough estimate based on your figures.
Connected to your accounting software · Set up within 48 hours · No long-term commitment
This voice demo speaks English and uses Digital Agent's live business knowledge.