How QuoteLock works — quote to accepted to invoiced
Simple by design

How QuoteLock works

From first quote to paid invoice — without complicated software. Here's the whole journey in four simple steps.

Step 1

Create the quote

Add the customer, job details and line items. QuoteLock handles VAT/GST, deposits and your terms automatically — so every quote looks professional.

  • Reusable quote templates
  • Automatic tax & totals
  • Add a deposit or payment link
Step 2

Send it your way

Send the quote by email as a link, a PDF attachment, or both — with CC/BCC — or share on WhatsApp and copy the link. Your customer opens a clean hosted page, no login and no app required.

  • Link, PDF attachment, or both
  • Add CC/BCC recipients
  • See when it's viewed
Step 3

Customer responds

One clear page lets the customer accept, decline, or ask a question. You get notified instantly and know exactly where every quote stands.

  • Accept / decline / ask
  • Lost-reason tracking
  • Instant notifications
Step 4

Book it & get paid

When a quote is accepted, request a booking and turn it into an invoice in one click — no retyping, no separate accounting software.

  • One-click quote → invoice
  • Take deposits your way
  • Automatic follow-up reminders
Create Quote
Send
Customer Accepts
Booking
Invoice
Paid
From quote to invoice

Quote to invoice with minimum clicks

No copying details into another system or rebuilding the invoice from scratch. Once a quote is accepted, the invoice is created from the quote details.

  1. 1Click New Quote
  2. 2Pick or add a customer
  3. 3Add job details and prices
  4. 4Send by link or PDF
  5. 5Customer accepts online
  6. 6Click Create Invoice
  7. 7Send the invoice
New Quote
Send
Accepted
Create Invoice
Send Invoice

Why it works so well

Small things that add up to more accepted quotes and faster payments.

Never wonder again

See when a customer views your quote — and follow up before it goes cold.

Get paid faster

Drop in your Stripe, SumUp, Revolut or bank link so deposits come straight to you.

Follow up on autopilot

Polite reminders go out automatically so no quote slips through the cracks.

Run it from the van

Big buttons and simple forms, built for a phone — not a back office.

Common questions

How long does it take to send my first quote?

Minutes. Add your business details once, create a quote, and send the link. QuoteLock reuses your settings on every future quote and invoice.

Do my customers need an account?

No. They open a simple link, review the quote, and tap Accept, Decline or Ask a question. No login and no app to download.

How do customers pay a deposit?

You paste your own Stripe, SumUp, Revolut or bank link into the quote, so payments go straight to you. QuoteLock never holds customer funds.

What happens after a quote is accepted?

You can request a booking and create an invoice from the accepted quote in one click — the details carry over automatically.

See it for yourself

Start free for 7 days. Cancel anytime, no charge until day 8.

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