Now with built-in AI · United States, Portugal, Spain, Brazil

Professional
quotes
in 2 minutes.

Create, send, and track quotes with AI. Know the moment your client opens the email, approves, or requests changes — all in one place.

No credit card to start
Set up in 3 minutes
Cancel anytime
app.smartbudget.pt/dashboard
Closed Sales
€ 4.280
+18% this month
In Pipeline
€ 2.150
3 quotes
Success Rate
74%
Above average
João Silva approved the quote!
#ORC-2026-0042 · €1,850.00 · just now
Maria Construções
Opened the email · 2 min ago
€ 3.200
Under review
Tech Solutions Lda
Sent 3 days ago
€ 890
Awaiting
You have 3 quotes with no response for over 7 days. Want me to draft a follow-up message? 💡
Anti-Fraud
Unique QR code on every PDF. Real-time verification.
WhatsApp
Send directly with a unique client link.

Available in 4 countries · Automatic currency and language

🇵🇹
Portugal
€ · VAT · PT-PT
🇧🇷
Brazil
R$ · ISS · PT-BR
🇺🇸
United States
$ · Tax · EN
🇪🇸
Spain
€ · VAT · ES

See SmartBudget in action.

Step through it and see how it works — no account needed.

1. Create the quote

Add line items and tax calculates automatically. All in under 2 minutes.

ORC-2026-0042
João Silva · Construction
New
DescriptionQtyTotal
Plumbing installation1€ 450
Plumbing materials1€ 180
Labor (2 days)2€ 400
Tax 23%
€ 236,90
TOTAL
€ 1.266,90

Everything you need.
Nothing you don't.

Built for independent professionals and small businesses that want to look big — without needing a finance department.

Create in 2 minutes

Smart line-item table with automatic tax calculation. Auto-complete for repeat clients. Zero manual work.

Real-time tracking

Know the exact moment your client opens the email. Instant notifications when they approve, reject, or request changes.

Built-in AI

A Gemini-powered assistant that knows your data. Generates clauses, analyzes your pipeline, and suggests how to close more deals.

4 professional PDF themes

Modern, Classic, Luxury, and Tech. PDFs that impress — with your logo, bank details, and an authenticity QR code.

WhatsApp + Email

Send via WhatsApp with a unique link, or by email with automatic tracking. Your client responds without creating an account.

Anti-fraud QR code

Every PDF has a unique QR code you can verify online. Protects your business from forgery and adds credibility to the document.

Dashboard with KPIs

Closed sales, pipeline, success rate, average deal size, and a 6-month chart. Always know where you stand.

100% automatic follow-ups

Create the quote and wait for the reply. The system sends it, follows up if your client doesn't open it, checks in after they do, and archives it automatically after 30 days.

Automatic multi-country support

Pick your country and everything adapts: currency, taxes, and PDF language. United States, Portugal, Brazil, and Spain.

From zero to a sent quote
in minutes.

1

Set up your business

A guided 3-minute tutorial. Upload your logo and bank details, and the AI generates your clauses automatically based on your industry.

2

Create the quote

Add your line items and tax calculates automatically. Choose a PDF theme and send it via WhatsApp or email in one click.

3

Track and close

Get real-time notifications. Your client approves, rejects, or requests changes right from the link — no account needed.

The AI that
knows your business.

This isn't a generic chatbot. The assistant has access to your real quotes, clients, amounts, and statuses. Ask it anything.

  • "How's my pipeline this month?" — get a complete analysis based on your real data
  • Generates professional clauses tailored to your service type and country
  • Suggests how to win back clients who haven't responded in over 7 days
  • Replies in English, Spanish, or Portuguese — in your country's language
SmartBudget Assistant
Powered by Gemini
I have 3 quotes with no response. What should I do?
I checked your quotes. João Silva's is €1,850 and was sent 8 days ago — that's the most urgent one. I'd suggest a direct follow-up, and I can help you write it. 💪
Yes, write the message!
"Hi João, just checking that quote #042 arrived okay and if you have any questions. Happy to adjust any details. 😊"

PDFs that impress.

4 professional themes. Choose the one that fits your brand.

Modern
Blue · Professional
Classic
Black · Elegant
Luxury
Gold · Premium
Tech
Dark · Techy

Simple and transparent.

Everything included. No surprises. Cancel anytime.

Free
€0
To try it out
  • Up to 3 quotes total
  • 2 PDF themes
  • Basic dashboard
  • No AI
  • No email tracking
  • No reminders
Start for free
Need multiple accounts or higher volume? Talk to us

Why choose SmartBudget.

No credit card

Try it freely, with no commitment.

Your data is yours

We never sell your data to third parties.

Direct support

Reach us on WhatsApp whenever you need.

Made in Portugal

Built for the Portuguese market, also used in the US, Spain, and Brazil.

Frequently asked questions.

No. Your client receives a unique, secure link. They can view the quote, approve, reject, or request changes directly in the browser — no account, no installs.
Yes. No contracts, no penalties. Message us on WhatsApp to cancel and you won't be charged again next cycle. Your data stays accessible until the end of your paid period.
Yes, that's the final price — no hidden fees. You always start on the Free plan to try it out with no credit card — Pro is only activated afterward, on request, directly with our team.
Yes. The assistant is powered by your real-time KPIs, quotes, clients, and statuses. It's not a generic chatbot — it truly knows your business.
You use your own Gmail account with an App Password (Google's secure app password). Emails go out from your own address, under your name — not from a generic system address.
Completely. SmartBudget was designed mobile-first. You can create and send quotes right from your phone, and your client can respond from theirs too.
🚀

Start today.
Your competitors already are.

Set up in 3 minutes. Create your first professional quote today. No credit card required to start.

Free plan available · Pro starting at €16/month