For small businesses and freelancers with clients
Sending quotes? Track every decision and the next step.
Keep your PDFs, email and WhatsApp. AwiFin shows which quote needs you today, records what the client said and sets the next step.- ✓14 days free
- ✓No credit card
- ✓First quote in about a minute
Rather look first?Open the sample workspace
HC
Harlow & CoQuote #1042 · $8,400
v1 sent 5 days agoWaiting 5 daysValid 8 more daysQuote_v1.pdfSample data
Do this nowCheck response: Quote #1042Due today
What did the client say?
AcceptedChangesMore timeStill waiting
Recorded by owner · PhoneNext: send quote v2
- Works with WhatsApp and phoneRecord the answer in one tap
- Client needs no accountThe approval link is optional
- Nothing goes out on its ownYou decide what is sent and when
- No CRM migrationStart with one quote
Try it before you sign up
Drop a quote. Get the next step.
Or paste a conversation. You get one suggested action and a date, before you create an account.Drop your quote PDF hereor click to choose a file
Text PDF up to 10 MB. Scanned (image-only) PDFs are not supported yet.Sound familiar?
The quote is out. Then it gets messy.
Three things happen after every quote. Each needs a next step, and none of them lives in one place.Waiting 5 days
No answer yet
It went out on Monday. Which Monday? Which clients are due a check-back today?✓AwiFin: "Check response" on the day you picked
v1 → v2
The client asked for a change
A different scope, a new price. Now there are two PDFs and a call where something was agreed.✓AwiFin: every version kept, plus "Send revised quote"
More time
"We need to think about it"
Fine - until when? Without a date, that quote quietly leaves your head.✓AwiFin: a new check date in one tap
See it on a sample case
From quote to approved version, step by step
One made-up quote. Click through the steps to see what AwiFin shows you at each one.The quote goes out - and gets a next step
You add the deal with its value, files and the day you sent it. AwiFin sets the check-back for you.- ✓Every version kept: v1, v2 and what changed
- ✓A "valid until" date warns you before the quote expires
- ✓One next action per deal - never zero, never two
Sample data
HC
Harlow & CoQuote #1042 · $8,400
v1 sent Nov 3Waiting 5 days
Quote_v1.pdfScope.pdf
Next actionCheck response: Quote #1042Due Nov 8 · quote valid until Nov 20
Two ways to get the answer
Your client changes nothing.
Keep talking the way you do now. Or send a link when you want the exact version approved in writing.Without a linkWhat happened?
Phone, email or WhatsApp
The client answers the way they always do. You tap what they said and AwiFin sets the next step.- ✓Accepted, changes, more time, declined or still waiting
- ✓Saved as your own report, never as the client's confirmation
Sample data
Record outcomeHarlow & Co
AcceptedChangesMore timeDeclinedStill waiting
PhoneRecorded by owner · Phone
With a link
The client approves the exact version
They open a private link on their phone, see the files and approve or ask for changes. No account.- ✓The answer is tied to the version the client saw
- ✓Saved as confirmed by the recipient
Sample data
From: Your companyDo you approve quote v2 with the smaller scope?Quote_v2.pdfApproveAsk for changes
Confirmed by recipient via linkEvery morning
One thing to do now. Then the rest.
Today puts the most important action first and tells you why it is first.- ✓Do this now - one action, with the client's last message
- ✓Answers you're missing - who you are waiting on, and for how long
- ✓Deals in play - quotes about to expire and deals with no next step
- ✓Write follow-up - a draft you edit and send yourself
After the yes
Hand the job over without retyping it.
One page for whoever does the work: the approved version, its files, the changes, how the yes came in and what still needs confirming.- ✓Print it, copy it or share a read-only link
- ✓Missing facts are flagged, never guessed
What AwiFin does not do
No surprises with your clients.
Nothing goes out on its own
Every message and request is sent only when you send it.No mailbox access needed
Connecting your email is optional. Everything works without it.Keep your quoting tool
AwiFin does not create quotes. Bring the PDF you already make.Not an e-signature
A link answer is a record of the reply, not a legal signature.“I’ve spent 15 years building software. Small businesses shouldn’t need a complicated CRM - or a perfect memory - to keep their promises to clients. That’s why I’m building AwiFin.”
Pricing
Simple pricing for small teams.
Every account starts with a 14-day free trial - no credit card. After it, plans are one subscription per workspace, billed monthly. Plans differ by how many clients and team members you need.Free trialTry everything on your own quotes before you pay.
14 daysfree, no card
✓Every feature of the Team plan
✓Up to 200 clients and 5 team members
✓No credit card, nothing charged by itself
✓After the trial: read-only until you pick a plan
Solo
For founders and independent consultants handling client follow-ups themselves$24.99/ month
per workspace, plus tax where it applies✓Up to 40 active clients and 500 contacts
✓Unlimited notes, actions, promises, and follow-ups
✓AI-assisted message generation
✓Only one member
✓Email support
Team
For small teams managing proposals and client communication together$49.99/ month
per workspace, plus tax where it applies✓Up to 200 active clients and 2,000 contacts
✓Up to 5 team members
✓Everything in Solo
✓Shared client communication history
✓Higher AI usage allowance
✓Priority email support
FAQ