Toolcie
on Capterra

Quoting and invoicing software for consultants and trainers

Write your mission proposals, invoice at a day rate or a fixed price, and collect your fees online. Electronic signature included.

Start for freeDownload

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

Built for independent consultants and trainers

From the mission proposal to collecting your fees, every tool for your consulting business

Mission proposals

Fixed price, day rate or training module: build your proposal in minutes and send it for signature.

Milestone invoicing

Kickoff, intermediate deliverables and final balance: invoice at every stage of the mission.

Multi-currency

Invoice your international clients in USD, GBP, EUR and many more currencies.

Electronic signature

Get your mission proposals signed online from anywhere — ESIGN & UETA compliant.

Online payment

Payment link embedded in every invoice. Your clients pay by card or bank transfer.

Recurring missions

Recurring invoices for your long-term retainers or consulting subscriptions.

Mission proposal

Structure your proposal service by service

Consultants and trainers often combine several types of service in a single proposal: consulting days at a day rate, training modules, workshops. In Toolcie, organize your quote into distinct groups by the nature of each service. Your client sees clearly what they are ordering, and you keep full control over the pricing of each activity.

  • Day rate or fixed price depending on the type of service
  • Training modules invoiced by the day or half-day
  • Automatic subtotals by type of service
  • Overall or per-group discount on your own terms
Milestone invoicing

Invoice at every stage, from kickoff to balance

For long missions, milestone invoicing protects your cash flow. Issue a deposit at kickoff, then an invoice for each intermediate deliverable, and finally the balance on final delivery. Every document stays linked to the original proposal.

  • Deposit at the start of the mission (30 to 50%)
  • Invoicing at the agreed deliverable milestones
  • Balance calculated automatically on final delivery
  • Credit note in one click if cancelled early

Even more features

Everything you need to manage your consulting and training missions

Mission proposals

Fixed price, day rate, training module: build your proposal in minutes.

Milestone invoicing

Deposit at kickoff, progress invoices at milestones, balance on delivery.

Multi-currency

USD, GBP, EUR: invoice in each client’s currency.

Recurring missions

A draft invoice is created automatically at each due date.

Terms and conditions

Add your terms to every quote and invoice in one click.

Automatic balance calculation

The balance is calculated by automatically deducting the deposits already received.

Multi-rate tax

Standard, exempt or reverse-charge rate depending on your situation and country.

Electronic signature

Your mission proposals signed online, with a timestamped certificate.

Online payment

Get paid straight from your invoices via 30+ international and local payment methods.

Due-date alerts

Get notified when an invoice is overdue.

Mobile access

Manage your quotes and invoices from your phone, in a meeting or on the go.

Accounting export

Export your data as CSV or PDF to send to your accountant.

Multi-user

Collaborate with your partner or assistant and set access rights.

Service catalog

Save your items (day rates, modules) and reuse them on every quote.

Mobile app

Create and send your quotes from your phone or tablet.

Tax compliance

Compliant with tax regulations wherever you operate.

How does it work?

From mission proposal to payment in 3 steps

1

Write your proposal

Describe the mission, set your fees (day rate or fixed price) and send your quote for signature

Day rate or fixed priceTerms includedEmail delivery
2

Your client signs online

They receive the proposal by email and sign it electronically from their phone or computer

E-signatureNo printingValid immediately
3

Invoice and get paid

Invoice at each milestone of the mission and get paid online by card or bank transfer

Kickoff depositIntermediate milestonesOnline payment

Results that speak for themselves

Join the professionals who have already accelerated their business

+2,000

Professionals

Tradespeople, freelancers and businesses trust us

+300,000

Quotes generated

Thousands of quotes created every month with Toolcie

×5

Quotes accepted faster

Your clients sign online in a few clicks

They manage their missions with Toolcie

Professionals from every industry share their experience

“I've been using Toolcie for 2 years across two companies. Managing multiple businesses under a single account is genuinely practical. I can create deposit, interim and final invoices and track all client payments.”

KP

Kelly P.

Farming · Small business

“Very satisfying on phone, PC and tablet. Predefined text templates save a lot of time when sending quotes and invoices. Practical revenue tracking for running the business.”

TD

Thibaut D.

Automotive · Self-employed

“I mainly use it for monthly invoices and quotes. Converting a quote to an invoice automatically and tracking everything through the dashboard are genuinely useful.”

NJ

Noura J.

Media · Self-employed

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 Toolcie for consulting and training

In Toolcie, create a “Consulting fees” item with your day rate or fixed price. For a time-and-materials mission, enter the number of days worked as the quantity. For a fixed-price mission, set a flat price. The invoice is issued in a few clicks from the accepted quote, via “Convert to invoice”.

Yes. Create a “Consulting day” item with your day rate as the unit price. On each invoice or quote, simply enter the number of days: the amount is calculated automatically. You can create several items for different profiles or levels of engagement.

From your accepted mission quote in Toolcie, click “Convert to invoice” and choose “Deposit” for the first milestone (for example 30% at kickoff). Repeat for the following milestones. The balance invoice is issued on final delivery, with automatic deduction of the amounts already invoiced.

Yes. Toolcie handles quotes and invoices in multiple currencies. Choose your client’s currency (USD, GBP, EUR…) when creating the document. The currency appears on the quote and invoice, with the legal mentions adapted to your jurisdiction.

Toolcie embeds a payment link directly in every invoice. Your client clicks and pays by card, bank transfer or one of the 30+ available payment methods. You get a notification as soon as the payment is made.

Yes. Toolcie uses an electronic signature compliant with the ESIGN Act, UETA, and the European eIDAS regulation. Your client signs from their phone or computer, with no printing. The timestamped certificate is embedded in the PDF, with full legal value wherever you operate.

Discover our solutions

Tools for every part of your business management

Quoting software

Mission proposals, day rates, milestones and electronic signature. Every quoting feature for consultants.

Learn more

Invoicing software

Fees, deposits, recurring invoices and online payment. Manage the full financial cycle of your missions.

Learn more

Quote templates

15 free templates to customize with your colors, logo and terms.

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.

Quoting software for consultants and trainers: fees and missions

Toolcie lets independent consultants and trainers create professional quotes for their missions: at a fixed price, a day rate or by training module. Each line details the service, the duration and the rate. The quote is sent for electronic signature and converted into a fee invoice in one click.

Day-rate or fixed-price billing: adapting to each mission

Independent consultants often bill in two ways: time and materials (day rate × number of days worked) and fixed price (a flat amount for a defined deliverable). In Toolcie, create items suited to each model: a “Consulting day” item with a unit price for time and materials, or a “Strategy mission” item as a fixed price. The quoting feature handles both with no special setup.

Deposits and milestone invoicing in consulting

For long missions (3 to 12 months), milestone invoicing protects a consultant’s cash flow. From an accepted mission quote in Toolcie, generate a deposit invoice at the order (for example 30% at kickoff), then progress invoices at the agreed milestones, and finally the balance on delivery.

International invoicing for consultants and trainers

Independent consultants often work with clients in several countries. Toolcie handles quotes and invoices in multiple currencies (USD, GBP, EUR and many more). Each document states the currency, the applicable rate and the legal mentions adapted to your jurisdiction.

Free invoicing software for consultants

Toolcie’s free plan is available with no commitment. Create your first fee invoice, set up your mission items and collect payment online today, with no credit card.