Every feature you need to
quote & invoice smarter
From AI-powered PDF reading to accounting integrations — MarkupMate handles the entire invoice and quote workflow so you can focus on the job.
AI-Powered PDF Reading
Drop in any supplier invoice or quote PDF and MarkupMate reads every line item automatically. Part codes, descriptions, quantities, unit prices, VAT — all extracted instantly. Works with any supplier format, no setup required.
- Reads any PDF invoice or quote layout — no templates needed for new suppliers
- Extracts part codes, descriptions, quantities, unit prices, and totals
- Handles VAT calculations and multi-page invoices
- Learns your regular suppliers for even faster, more accurate results
Smart Price Markup
Apply a global markup percentage or set individual markups per line item. Your supplier buy prices stay completely hidden — customers only see your sell prices on the generated invoice or quote.
- Global percentage markup applied to all line items at once
- Override individual lines for custom per-item pricing
- Three display modes: Normal, Hide Part Codes, Materials Only
- Combine multiple supplier invoices into one customer invoice
Professional Branded Documents
Generate clean, professional customer invoices and quotations as PDF. Choose from four styles, add your company logo, set your brand colours, and customise the layout. Your customers will never know it started as a supplier document.
- Four template styles: Modern, Classic, Minimal, Bold
- Upload your company logo — embedded directly in the PDF
- Custom brand colours for headers and accents
- Auto-numbered invoices with configurable prefix (INV-, QU-, etc.)
Dedicated Email Inbox
Get a unique email address for your account. Forward supplier invoices and quotes to it — or tell your suppliers to send directly — and they're automatically read and ready to markup. No login required.
- Unique catch-all email address per account
- Automatically reads PDF attachments from incoming emails
- Auto-forward to your personal inbox so you never miss an email
- Reply-To set to original supplier — replies go straight back to them
Quotes & Invoice Conversion
Handle supplier quotes with the exact same workflow as invoices. Markup a quote, generate a customer quotation PDF, and when it's accepted — convert it to a proper invoice with one click.
- Same upload → markup → generate flow for quotes
- PDF shows "QUOTATION" heading and quote number
- Set validity / expiry dates on quotes
- One-click convert to invoice when accepted
Supplier Templates
For suppliers you use regularly, create templates that map their exact invoice layout. The system recognises the supplier automatically and reads every line with near-perfect accuracy every time.
- Define column positions, identifier strings, and field mappings
- Auto-detection: system recognises the supplier from the PDF header
- Shared across all users — community-improved accuracy
- Fallback to AI for unknown suppliers — still works, just learns as you go
Job Tracking
Group invoices and quotes by project or job. See total cost per job, track which documents have been uplifted, and keep everything organised without spreadsheets.
- Create jobs with names and reference numbers
- Allocate invoices to jobs — manually or with AI suggestions
- Job dashboard shows total cost, invoice count, and profit
- Filter invoice history by job
Combine Invoices
Got multiple supplier invoices for the same customer job? Combine them into one customer invoice. Same order reference across invoices? We'll even suggest it automatically.
- Select multiple source invoices and merge into one
- Auto-suggestions based on matching order references
- All line items combined with a single markup percentage
- One professional PDF covering the entire job
QuickBooks & Xero Integration
Connect your accounting software and push generated invoices and quotes directly. No double-entry, no CSV exports, no copy-paste. One click and it's in your books.
- OAuth connection — no credentials stored
- Push invoices with one click or automatically
- Maps customer names, line items, and totals
- Track push status: success, failed, pending
Price Tracking
Monitor how supplier prices change over time. When you upload a new invoice, MarkupMate flags any price changes since the last time you bought the same item.
- Track price history per part code and supplier
- Get notified when prices increase or decrease
- Compare prices across different suppliers
- Spot trends and negotiate better deals
Batch Processing
Upload multiple invoices or quotes at once and apply the same markup to all of them in one go. Perfect for end-of-week invoice runs.
- Drag and drop multiple PDFs at once
- Apply bulk markup with one click
- Download all generated PDFs as a ZIP
- Batch allocate to jobs
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