Toolcie
on Capterra

Collaborative quoting and invoicing software for small and mid-sized businesses

Join more than 2,000 professionals who invoice, collaborate, and run their team from a single workspace.

Start for freeDownload

Free plan available. No credit card required. Cancel anytime.

Built for small and mid-sized businesses

Every tool to collaborate efficiently and stay in control of your business

Custom roles

Create your own roles and define precisely what each team member can see or do.

Multi-company

Switch from one company to another in a click, with no need to log back in.

Real-time collaboration

Lists and documents refresh in real time for the whole team, with no reload.

Isolated data

Each company has its own fully separated workspace.

Granular access

Control permissions by module: quotes, invoices, contacts, items, settings.

Event notifications

Get notified when a quote is accepted or an invoice is paid.

Roles and permissions

Define exactly what each team member can do

Create custom roles and assign permissions module by module: quotes, invoices, contacts, items, settings. Each team member only gets access to what they need, nothing more, nothing less.

  • Custom roles (Sales, Accountant, Employee…)
  • Distinct permissions by module and by action
  • Edit roles at any time
  • Role assigned when you invite a user
Multi-company

Manage several companies from a single account

Are you a partner, a consultant, or do you run several companies? Switch from one to another in a single click from the company menu, without logging out. Quotes, invoices, contacts, items, and settings are fully separated between each company.

  • Switch between companies without logging back in
  • Data 100% separated between each entity
  • Independent subscription and configuration per company
  • Create a new company directly from the menu
Real time

Your team works together, without friction

Wherever you are in the app, your data syncs instantly with your team’s, with no reload. And when a quote is accepted or an invoice is paid, the users involved get an immediate notification.

  • Instant syncing across every page of the app
  • Notification when a quote is accepted or an invoice is paid
  • No conflicts or duplicates between simultaneous users

Even more features

Everything your team needs to collaborate and run your business

Custom roles

Create your own roles and name them to match your organization.

Permissions by module

Set access rights on every module: quotes, invoices, contacts, items, settings.

Multi-company

Manage several entities from a single account, with no re-login.

Isolated data

Each company has its own fully separated workspace.

Email invitations

Invite your team members by email and assign them a role in seconds.

Real-time updates

Your data syncs instantly for every connected team member, wherever they are in the app.

Key event notifications

Get notified when a quote is accepted or an invoice is paid.

Active/inactive user management

Enable or disable a team member in one click, without deleting their data.

Ownership transfer

Transfer ownership of a company to another user in a few clicks.

Collaborative work

Several users can work at the same time with no conflicts or duplicates.

Subscription per company

Each company has its own subscription and its own configuration.

Mobile access

Reach your workspace and manage your team from your phone or tablet.

Custom fields

Add public or internal fields and make them required to fit your business needs.

GDPR compliant

Your data is processed in line with data protection regulations.

Secure hosting

Secure infrastructure with data encryption and automatic backups.

Multilingual support

Interface available in several languages for your international teams.

How does it work?

Structure your team in 3 simple steps

1

Invite your team

Add your team members by email and assign them a role in seconds

Email invitationRole assigned on inviteImmediate access
2

Set the access

Configure each role’s permissions module by module, to fit your needs

Permissions by moduleEditable at any timeGranular access
3

Work together

Your teams collaborate and your data syncs automatically, wherever each person is in the app

Real timeEvent notificationsAutomatic syncing

Results that speak for themselves

Join the professionals who have already structured their team with Toolcie

+2,000

Professionals

Trust us

+800,000

Documents generated

Quotes and invoices created with Toolcie

15

Templates available

Ready to customize

They run their team with Toolcie

Professionals from every industry share their experience

“I appreciate how easily the software adapts to almost any visual style and type of business, as well as a very responsive customer support team for any request.”

SJ

Sergiu J.

Civil engineering · Small business

“I use Toolcie almost every day and it's very straightforward once you know it. You can maintain a fixed product catalogue and edit items directly on the quote. A real time-saver.”

GA

Gaëlle A.

Retail · Small business

“I've been using Toolcie for several years in my business. It's a reliable tool that saves me valuable time managing quotes and invoices. Onboarding is simple and daily use is smooth.”

ML

Manuela L.

Marketing · Small business

Capterra
4.8/5
Recommended on Capterra

Simple, transparent pricing

Start for free, upgrade as you grow

Free

To get started

$0 /mo

  • 3 quotes and 3 invoices / month
  • 20 contacts and 20 items
  • 15 document templates
  • Real-time PDF preview
  • Send by email
  • Mobile and desktop app
  • Email support
Start for free

Basic

For freelancers

$8 /mo

Billed yearly

  • 10 quotes and 10 invoices / month
  • Unlimited contacts and items
  • Electronic signature
  • Online payments
  • E-invoicing
  • White label
  • Free read-only users
Start for free
Most popular

Pro

For teams

$14 /mo

Billed yearly · per user

  • Everything in Basic +
  • Up to 25 users
  • Unlimited quotes and invoices
  • Roles and permissions management
  • Real-time collaborative editing
Start for free

Enterprise

Custom

Custom

  • Everything in Pro +
  • Unlimited users
  • Phone support
  • Custom development
  • CRM / ERP connector
Contact us

14-day free trial · No credit card required · Cancel anytime

Frequently asked questions

Everything you need to know about team management with Toolcie

Yes. From Settings > Users, click “Add a user,” enter your team member’s email address, and assign them a role. They’ll receive an email invitation and can access the app with the permissions you’ve granted them.

You create custom roles (Sales, Accountant, Employee…) from the “Roles and permissions” tab. For each role, you define the allowed actions by module: view their own documents, view all documents, create, edit, delete. Each invited team member is assigned a role at the time of the invitation.

Yes. From the company selector at the top of the interface, you can switch from one company to another in a single click, without logging out. You can also create a new company directly from that menu.

Yes, data is fully separated. Each company has its own workspace: quotes, invoices, contacts, items, users, and subscription are independent. A team member invited to company A has no access to company B’s data, even if you’re a member of both.

You receive a notification when a quote is accepted or declined by your client, and when an invoice is paid. Other events also trigger notifications (a role change, a subscription renewal…). You can choose to receive these notifications by email from your preferences.

Multi-user management is available from the Basic plan. The Pro plan lets you invite team members with custom roles and permissions. Check our Pricing page for the details of each plan.

Explore our solutions

Tools built for every part of running your business

Quoting software

Create professional quotes in minutes, send them by email, and have them signed electronically.

Learn more

Invoicing software

Invoice your clients in full compliance with automatic numbering, tax, and legal details.

Learn more

Contact management

Centralize your clients and prospects, track their revenue, and access their full history.

Learn more

Start your 14-day free trial

Join more than 2,000 professionals who save time every day with Toolcie.

Start for freeDownload

Free plan available. No credit card required. Cancel anytime.

Invoicing software for small and mid-sized businesses: quotes, invoices, and team management in one tool

Invoicing software for a small or mid-sized business goes well beyond simply creating quotes and invoices. It lets you structure your sales activity, collaborate with your team, and stay in control of who can access your company’s sensitive data.

Manage several companies from a single tool

If you run several companies, Toolcie centralizes everything from one account. Each company has its own separated workspace: quotes, invoices, contacts, items, users, and subscription are fully independent. You move from one to another in a click, with no re-login.

Team roles and permissions: each member only accesses what they need

In a small or mid-sized business, not every team member needs access to all the data. Toolcie lets you define precisely what each role can see and do: a salesperson creates and edits their own quotes, an accountant accesses the invoices, an employee views without being able to delete. You stay in full control.

Choosing invoicing software for a small business: the essential criteria

For a small or mid-sized business, good invoicing software should above all be quick to get started with, no technical training required. The essential criteria: quote and invoice management, customizing documents in your colors, payment tracking, and the ability to invite team members with rights suited to their role. A free trial with no credit card lets you test every feature before you commit.