AI quote & invoice generator
Quotes in 60 Seconds, Invoices in One Click
Most businesses treat quotes and invoices as separate documents managed in separate systems. They shouldn't be. A quote is a promise. An invoice is the bill. They're the same conversation — just different stages.
Let InstantFlow create quotes, invoices and track them.
Free your time from manual work
The old way
The InstantFlow way
How InstantFlow's Invoice & Quote Generator Works
One-click quote to invoice
Turn a quote your team has signed off into an invoice in one click. Line items, prices, terms and client details carry over, so nothing is retyped. See the full quote-to-cash workflow.
Your catalog, with stock checked
Import your items from Excel or CSV. Genie drafts quotes from your saved items in under 60 seconds, stock is checked as you quote, and client details come from the client database inside InstantFlow.
Email, share and track expiry
Email quotes and invoices from InstantFlow. An emailed quote shows "viewed" once the client opens it. Or share from your phone's browser to WhatsApp or any app. Quote expiry is tracked. Reminders, payments and the dashboard are part of the quote-to-cash workflow.
Your own terms, and export
Create or import your own terms templates and add them to any quote or invoice. Export quote and invoice lists to CSV or Excel when you need them.
Eliminate manual quoting and invoicing.
Free your time from manual work
Quotes and invoices handled automatically.
Turn a quote your team has signed off into an invoice in one click. Line items, prices, terms and client details carry over, so nothing is retyped.
Work with Genie.
Import your items from Excel or CSV. Genie drafts quotes from your saved items in under 60 seconds, stock is checked as you quote, and client details come from the client database inside InstantFlow.
Invoicing & Quoting FAQs
No. Once the quote is signed off, one click turns it into an invoice — line items, prices, quantities, terms, and client details carry over with no retyping.
Yes. Stock is checked as you draft a quote so you see availability before you send. InstantFlow checks stock; it does not reserve it.
Yes. Import into the item catalog and Genie drafts quotes from those saved items. Quote and invoice lists can also be exported to CSV or Excel.
InstantFlow is an AI quote & invoice generator for small businesses: Genie drafts quotes in under 60 seconds from your catalog, then you convert approved quotes to invoices in one click — client, terms, and line items preserved.
Yes. Freelancers and solo owners can create quotes and invoices from saved clients and items, email or share them, track viewed/paid status, and skip retyping between quote and invoice.
Yes. InstantFlow’s quote-to-invoice flow turns a signed-off quote into a trackable invoice in one click — nothing retyped.
Yes. InstantFlow’s AI assistant Genie can draft quotes and invoices from a chat message using your clients and saved items; you review before sending.
Genie drafts quotes from your saved items in under 60 seconds, with stock checked as you quote and client details pulled from your InstantFlow database.
Yes. Email from InstantFlow; emailed quotes show “viewed” when opened. You can also share from your phone to WhatsApp or any app. Quote expiry is tracked.
Yes. Quote expiry is tracked; invoice statuses include paid, viewed, and overdue, with reminders as part of the quote-to-cash workflow.
Yes. Create or import terms templates and add them to any quote or invoice.
Yes. InstantFlow supports small businesses with AI quoting, one-click quote-to-invoice, email/share, and expiry tracking at instantflow.io.
No. InstantFlow treats quote and invoice as one conversation — same client, catalog, and terms — so you don’t manage them in separate systems.