How QuoteLock Works | Quote-to-Invoice Workflow
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How QuoteLock Works

QuoteLock helps service businesses manage what happens after a quote is sent.

QuoteLock dashboard with quote and revenue metrics
Your dashboard: open quote value, accepted jobs and follow-ups due.
Quote sent
Customer opens
Accept / ask
Follow up / revise
Booking requested
Invoice created
Payment tracked

Send a professional quote page

Send a clean, mobile-friendly hosted quote page with your branding and a clear VAT breakdown — as a link, a PDF attachment, or both, with CC/BCC. Your customer gets a polished quote, however they prefer to receive it.

Let customers respond

Customers can accept, ask a question, request changes, request a booking, or decline — all from the quote page.

See which quotes have been viewed

Know exactly when a quote was opened so you follow up at the right moment.

Follow up at the right time

QuoteLock surfaces quotes that need a nudge before they go cold or expire.

Track deposits and bookings

Capture deposit requests and move accepted quotes into confirmed bookings.

Turn accepted quotes into invoices

One click turns an accepted quote into an invoice with the same VAT breakdown.

See the numbers that matter

Open quote value, accepted jobs, outstanding invoices and payments due — all on one dashboard.

Ready to get going?

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