QuoVeo, Smart Proposal Builder

Quote. Signed. Paid.

Send a quotation your client can sign and pay in the same place. They scan a UPI QR with the amount already filled in, the invoice raises itself, and the money lands straight in your account.

Start free for 30 days See how to set it up

No card required · Payments go directly to your account · We take no cut

One link, start to finish

Everything from the first quotation to the final invoice happens in the same place, so nothing gets lost between a PDF, an email thread and a bank statement.

01

Build

Line items, tax and your branding. Reuse a template.

02

Send

One link by email. You see the moment it is opened.

03

Sign

Your client signs in the browser. Nothing to install.

04

Pay

Scan the QR, or pay by card or bank transfer.

05

Invoice

Raised automatically and kept up to date.

Built for the way small businesses actually get paid

Advances, part payments, cash at the desk, and the occasional refund. All of it, tracked in one place.

Scan to pay, amount filled in

Your client sees a UPI QR with your details and the exact amount due. No account numbers typed, no wrong transfers. The figure updates as part payments arrive.

Digital signatures

Clients sign in the browser. No account, no app, no printing. You are notified the moment the proposal is opened.

Advances and balances

Take a deposit at booking, then request the balance later, in full or in part, with a note explaining what it covers.

Revisions without starting over

Edit and re-send the same quote. The link, invoice and payment history carry over, and your client re-signs so the signature always matches.

Refunds handled properly

Collect payout details securely, refund with a scan, record the reference, and your client’s invoice updates itself.

Invoices that stay correct

Numbered sequentially, issued on first payment, and always reflecting what has actually been paid and refunded.

Ready in a few minutes

Add your business details, connect how you want to be paid, and send your first quotation. Our setup guide walks through every step.

Setting up QuoVeo

Everything you need to go from a new account to your first paid proposal. Most people are through this in under fifteen minutes.

Setup steps Common questions Plans Contact support
1

Create your account

Go to the sign-up page and enter your name, business name, email and mobile number. Pick the country and currency you invoice in, since this sets your tax label and number formatting.

Your 30-day free trial starts straight away. No card is needed.

Sign Up Screen
2

Add your business details

Open Settings from the sidebar. Fill in the details that appear on every quotation and invoice you send:

  • Business name and address, exactly as you want them printed
  • Tax ID (GSTIN), if you are registered
  • Logo, which appears at the top of every document. Any size works, it is resized automatically
  • Accent colour, to match your branding
Add Business Details
3

Draw your signature once

Still in Settings, draw or upload your signature. It is applied automatically to every proposal you send, so you never have to sign one by hand again.

You cannot send a proposal until a signature is saved. It is the one setup step that is required rather than optional.
Signature Pad
4

Choose how you want to be paid

Open the Payments section in Settings and switch on the methods you want to offer. You can use any combination:

  • UPI, just your UPI ID. Clients get a scan-to-pay QR with the amount already filled in
  • Bank transfer, your account number and IFSC, with your client confirming once they have paid
  • International wire, your SWIFT/IBAN details for clients paying from outside India
  • Razorpay or Stripe, for cards, if you have an account
  • PayPal, for clients paying in a currency other than rupees
Money always goes straight into your own account. QuoVeo never holds your funds and takes no cut of any payment.
Payment Methods

Common questions

Do my clients need an account?

No. They open a link, read the proposal, sign, and pay. Nothing to install and nothing to sign up for.

Does QuoVeo take a cut of my payments?

No. Your clients pay directly into your own account. You pay only the monthly plan fee.

Why can I not send a proposal yet?

A saved signature is required before the first send. Add it under Settings and the send button unlocks.

Why is there no QR on my proposal?

UPI settles only in rupees. If the proposal is priced in another currency the QR is withheld, and the page explains why. Offer card or PayPal for overseas clients.

Can I take a deposit and the balance later?

Yes. Set a percentage or fixed advance, then request the balance whenever you are ready, in full or in part.

What happens when my trial ends?

Nothing you have created is deleted. You keep access to your records, and can pick a plan whenever you are ready to send again.

Still stuck?

Write to us and a person will reply. We would rather fix it with you than leave you guessing.

Contact support

Welcome back

Sign in to your account

New to QuoVeo?

30 days, 5 proposals, no card needed

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Create your first proposal to get started
New proposal
From template
Client
Proposal
The link stops working after this period (the proposal stays in your dashboard). Leave blank for a link that never expires.
Signature & payment

Some clients prefer not to sign. With this off, they accept with one click (their name is still recorded).

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Clients

NameContactEmailPhoneTax ID

No clients yet

Add your first client to reuse their details

Templates

No templates yet

Save any proposal as a template to reuse it

Settings

Business profile

PNG, JPG, or SVG, up to 4 MB. Scaled to fit a 240×120 area and saved immediately.

Used on the headers and buttons of the proposals and invoices your clients see. Your QuoVeo dashboard stays as it is.

Region, currency & tax

Pick your country to set sensible defaults for currency and tax. These become the defaults on every new proposal, you can still change the currency or tax rate per proposal.

Your signature

Draw your signature once. It's added automatically to every proposal you create as the authorized signatory. A signature is required before you can send a proposal.

Draw a new signature
or PNG / JPG / SVG, up to 2 MB, scaled to fit
Payments

Set up how clients pay you. Add the methods you want to offer; you'll pick which ones to allow on each proposal. Manual methods (bank, wire, UPI) are verified by you; online methods verify automatically.

Manual methods you verify each payment
Bank transfer (domestic)
International wire
UPI (manual)
Online providers verified automatically

Keys are encrypted at rest and never shown back. Each provider needs ALL its fields marked required before it shows as connected.

Razorpay UPI & cards · INR only

Get keys: dashboard.razorpay.com → Account & Settings → API Keys. Use Test Mode keys for testing.

Stripe cards · most currencies

Get keys: dashboard.stripe.com → Developers → API keys (toggle Test mode for testing).

PayPal international · no INR

Get keys: developer.paypal.com → Apps & Credentials → pick the Sandbox tab for test keys (and tick Sandbox mode here), or the Live tab for real keys. The sandbox tick alone doesn't connect PayPal, the Client ID and Secret are required.

Plan & billing
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Data & privacy

Your rights over your own information, in one place. Nothing here is hidden behind a support request.

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To correct anything, edit your profile above. Corrections apply immediately.

Ending your relationship with us

Everything we do with your data is needed to run the service, so withdrawing consent closes your account. Both options below erase your proposals, clients, templates and payment records permanently, and neither can be undone.

Privacy Policy · Terms of Service · Subscription & Refunds · Service Availability · Contact · Powered by Vektrascale Solutions Pvt Ltd

Email sending
Proposals are sent by QuoVeo on your behalf.

Emails go out from QuoVeo's sending service, with your business name as the sender and your email address as the reply-to, so anything your client replies comes straight to you. Nothing to configure.

Because proposals are delivered through QuoVeo rather than your own mailbox, they won't appear in your Gmail "Sent" folder. Keeping yourself on CC means you still have every proposal in your inbox for your records. You can turn this off, or change it per proposal when sending.

Admin · Users & plans

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Choose a plan to get started

Pick the plan that fits your business. You can change it anytime from Settings.

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