Turn accepted quotes into paid work.
Create the quote, let clients choose and approve, carry the deposit into the invoice, then see exactly what still needs chasing.
QS-1042 sent
Studio website refresh
A clear scope, three options and a 25% deposit request.
£2,650.00
Approval
Waiting
Invoice
Next
Payment
Visible
01 · Create
Build a clear quote
02 · Choose
Packages and extras
03 · Approve
Record acceptance
04 · Get paid
Keep follow-up visible
Everything moves together
Less admin between “looks good” and money in the bank.
QuoteStep is deliberately focused on the awkward middle: client choices, approval, deposits, invoices and the follow-up that gets work paid.
Quotes clients can interact with
Present packages, quantities and optional extras clearly, with totals updating before the client approves.
Clear choices. Less back-and-forth.
Recorded client approval
Capture the approver, accepted terms, timestamp and final quote snapshot in one professional record.
A cleaner paper trail.
Deposits stay attached
Set fixed or percentage deposits and carry the amount through to the invoice and remaining balance.
No spreadsheet reconciliation.
Approval becomes an invoice
Move accepted work forward without rebuilding the job, scope or pricing from scratch.
One continuous workflow.
Recovery stays visible
Prioritise viewed quotes, due-soon invoices, overdue balances and higher-value work at risk.
Know what needs action today.
A client-ready portal
Give every client one calm place for quotes, invoices, payment records and the latest job documents.
Professional on every screen.
Try it yourself
A quote should feel like a decision, not a PDF attachment.
Let clients understand the options, choose what fits and see the price change before they approve. The experience below is interactive.
Interactive quote
Studio website refresh
Your selection
One-off total
£3,100
No recurring extras selected
Simple pricing
One plan. The whole workflow.
No tier comparison, no deliberately missing basics and no complicated add-on calculation before you can start.
QuoteStep
£24
/ monthOne focused plan for the full quote-to-cash workflow, with no feature maze or surprise upgrade tier.
- Interactive quotes, approvals and revision tracking
- Deposits, invoices and payment follow-up
- Templates, reusable sections and client portal
- Message drafts, reminders and activity history
- Reports, search and a prioritised recovery queue
Straight answers
Know exactly what you are starting.
Explore the product first, understand the workflow and decide whether it fits the way your business quotes work.
It replaces the scattered mix of paperwork, email threads and spreadsheets that usually sit between a quote being sent and the money arriving.
Ready when you are
Give every quote one clear path to paid work.
Keep choices, approvals, deposits, invoices and payment follow-up together instead of buried across documents and inboxes.