1. Quick Start
Creating a professional document in ProQuote takes less than 2 minutes. There's no account setup needed.
Select Your Document Type
Open the app and use the top navigation bar to select between Quotation, Invoice, or Delivery Note. The fields will automatically adjust based on your selection.
Enter Details (Company & Client)
Fill in your business details. You can add a logo, a stamp, a signature, and pick a document theme. Then, click "Next" to enter your client's information.
Add Line Items
In the Items section, click + Add Item (or press Shift+A). Fill in the description, quantity, and rate. Press Enter to save and instantly add the next item!
Export & Share
Click "Preview" to see your final document. From the top bar, you can instantly download it as a PDF or JPEG, print it, or share it directly via WhatsApp.
2. Saving Documents
ProQuote saves all your work securely directly on your device. Your data never touches a server.
The "Saved Documents" Folder
While editing a document, click the ••• menu in the top right, then select Saved Documents. You can also press "Save Document" on the Export tab. This will save a draft of your current document locally to your browser.
Reopening Saved Work
Open the Saved Documents menu anytime to see a list of your previous quotations and invoices. Click on any item to instantly load it back into the editor.
Backup your Data
Since data is stored on your device, clearing your browser history might delete it. In the Saved Documents folder, click Backup to download all your saved work as a single secure JSON file. You can use Restore to load it onto a new computer!
3. Templates & Library
Stop typing the same services over and over. ProQuote lets you build a library and insert templates.
Saving to the Product Library
In the "Items" tab, look for the Product Library box above your item list. Type a product name (e.g., "Web Hosting") and a rate, then click + Save. Next time you click "Add Item", this product will appear as a quick-select option!
Using Pre-built Industry Templates
Don't want to start from scratch? At the bottom of the Items tab, click the Templates button. A modal will appear with pre-filled line items for industries like Design, Web/Dev, Photography, and IT Services. Click "Add all →" to instantly populate your invoice.
4. Offline Installation
ProQuote is a Progressive Web App (PWA). This means you can install it exactly like a native app on your phone or laptop.
Install on Windows / Mac
Open ProQuote in Chrome or Edge. Look at the right side of the URL bar at the top of the browser. Click the Install icon. ProQuote will now open in its own window and work flawlessly without an internet connection!
Install on iPhone (iOS)
Open the app in Safari. Tap the Share button at the bottom navigation bar. Scroll down and tap "Add to Home Screen". ProQuote will appear as an app icon among your other apps.
Install on Android
Open the app in Chrome. A banner will automatically appear at the bottom asking you to install. If it doesn't, tap the three-dot menu and select "Install app".