How easy is QuoteLock to use?
QuoteLock is designed for businesses that want professional quotes and invoices without complicated software.
Create a quote in minutes
A simple, guided builder walks you through customer, job, price, deposit and send. No training needed.
Send by link, PDF, email, or WhatsApp
Share the quote however your customer prefers — a tap on WhatsApp, an email with a link or PDF attached (or both), or a copied link.
Customer accepts without logging in
Your customer opens a clean page and taps Accept. No account, no app to download.
Turn an accepted quote into an invoice
One click copies the details into an invoice — no retyping, no rebuilding.
Works on mobile
Big buttons and simple forms designed for the van and the job site, not just the office.
No CRM setup required
QuoteLock isn't a bulky CRM. It does one job well: quote to accepted to invoiced.
No accounting software knowledge needed
Lightweight invoicing and payment tracking — without learning accounting software.
Helpful tips
- If you can send a WhatsApp, you can use QuoteLock
- Set up your details once — they're reused on every quote
- Use the demo quote to see the customer's view
Ready to get going?
Related guides
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