Meet customers where they respond

WhatsApp invoice and quotation delivery with QuickBill

Send secure document links into the conversation your customer already uses, with concise messages that preserve the important document details.

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What it includes

Built into the existing QuickBill workflow

This capability works with the platform's current records and controls rather than creating a disconnected process.

Correct secure links

Use QuickBill public document URLs rather than exposing internal pages.

Useful message drafts

Keep references, amounts and action links intact in customer communication.

Customer context

Work with the customer and document records already stored in QuickBill.

Mobile-first workflow

Move from document view to WhatsApp sharing in a few taps.

Practical by design

Faster delivery with secure QuickBill links

QuickBill generates the correct document link and prepares customer-ready communication. The WhatsApp assistant follows workflows suited to messaging while Bill AI remains focused on the in-app experience.

Invoice and quotation sharing

Open WhatsApp with a secure document link and essential reference details.

Status-aware wording

Generate useful message drafts based on the document and its current status.

Editable before sending

Review and adjust generated communication before it reaches the customer.

Platform-specific assistance

Use WhatsApp-oriented AI workflows without changing the main QuickBill assistant.

How it works

A short path through the workflow

QuickBill keeps common actions clear on mobile and desktop.

Open the document

Choose the invoice or quotation you want to send.

Prepare the message

Use the document status and core details to produce relevant wording.

Review the content

Edit the message while retaining the secure QuickBill link.

Continue in WhatsApp

Send the final message to the intended customer.

Questions

What businesses and clients should know

Does WhatsApp receive a copy of the private dashboard?

No. Customers receive a secure public document link, not access to the business dashboard.

Can I edit the message before sending?

Yes. Generated document messages remain editable before delivery.

Are invoice and quotation links supported?

Yes. QuickBill supports secure public links for both invoices and quotations.

Is the WhatsApp AI identical to Bill AI?

No. Each assistant is designed around the workflows and interaction style of its platform.