Templates
Your services, prices and terms in clean quote and invoice templates.
Quotes & invoices on autopilot
Quotes out in minutes. Payments on time.
A quote that arrives while the customer is still interested wins more jobs, and invoices that send themselves get paid faster. We set up templates, triggers, e signature and payment links on the tools you already use.
E signaturePayment linksAutomatic reminders
Why it matters
Slow quotes lose jobs.
Customers often accept the first clear quote they receive. And every forgotten invoice or awkward reminder call costs money and time. Automation makes both fast and consistent.
What you get
What’s included
Triggers
A call or form creates the quote, a finished job creates the invoice.
Approve and pay
E signature on quotes, payment links on invoices.
Local rules
Set up with your accountant’s requirements and the invoicing tool approved where you operate.
How it works
Three steps. No technical work on your side.
Free call
We look at how customers reach you today, where you lose them and what to automate first.
We build it with you
Meta setup, your answers and prices, calendar and CRM connections, and tests on real conversations. You approve everything on WhatsApp.
Live and improving
Usually live within days. Every month we review conversations and results and make it better.
Selected projects
Client names are withheld for privacy.
Lead finding bot for a construction company
United StatesAn AI bot that finds new potential clients for the company and collects their details, so the sales team starts each day with fresh leads.
AI assistant for a licensing department
Real estate developer · IsraelA personal AI assistant for the manager of the licensing department, handling permit paperwork, forms and the follow ups that come with every project.
Marketplace sales bots
Bangkok, ThailandBots that answered buyers and handled the sale of a full apartment of equipment. Everything was sold within 24 hours.
Client reviews
What clients say
Real messages clients sent us on WhatsApp. We keep them anonymous to protect their privacy.
Construction company · USAWhatsApp
Balabot built an AI-powered lead generation system that helps us identify potential clients and new construction opportunities. Instead of spending hours manually searching for prospects, the system automatically finds relevant leads, gathers useful information, and helps us prioritize opportunities. It's made our sales process more efficient and allows our team to focus on building relationships and closing deals.
Private client · BangkokWhatsApp
I needed to sell all the equipment in my apartment in Bangkok, and I had no time to deal with dozens of interested buyers. Balabot built me an automated solution that handled the whole sales process, and within 24 hours everything was sold. I couldn’t believe a process like that could become so simple and fast.
Café · IsraelWhatsApp
Balabot helped us bring order to our café’s digital presence and improve how we communicate with customers. Instead of spending all day on messages and content, we now have much more time to focus on the business itself. A creative team that understands exactly what a small business needs.
FAQ
Common questions
How can I automate quotes and invoices in my business?
Create quote and invoice templates in your accounting or CRM tool, then set triggers: a quote goes out automatically after a call or form, an invoice after the job is marked done, and reminders follow until it is paid.
Read the full answerCan quotes be sent on WhatsApp?
Yes. Quotes and payment links can go out by WhatsApp, SMS or email.
How do I make sure no lead gets lost? (CRM and lead pipeline)
Send every lead, from calls, WhatsApp, website forms and ads, into one CRM automatically. Give each lead a stage and an owner, set reminders and automatic follow ups for leads that go quiet, and review the pipeline every week.
Read the full answerBalabot is an AI agency that sets up AI for businesses of every size worldwide, from local businesses to large companies and enterprise teams, with the scope built around your goals and budget.
Who can set up an AI WhatsApp chatbot for my business?Read the guide
Guides
Answers to the questions people ask about this
Most askedWho can set up an AI WhatsApp chatbot for my business?You have three options: build it yourself on a no code chatbot platform, sign up with a WhatsApp Business Solution Provider and configure it, or hire an AI agency to set it up end to end.How can I automate quotes and invoices in my business?Create quote and invoice templates in your accounting or CRM tool, then set triggers: a quote goes out automatically after a call or form, an invoice after the job is marked done, and reminders follow until it is paid.How do I make sure no lead gets lost? (CRM and lead pipeline)Send every lead, from calls, WhatsApp, website forms and ads, into one CRM automatically.How can I see all my leads, sales and revenue in one dashboard?Connect the tools that hold your numbers, such as phone, WhatsApp, CRM, ads and invoicing, into one dashboard, and show only the few numbers that drive decisions: leads by source, booked jobs or sales, revenue and response time.
More services
Everything else Balabot can set up for you
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