FAQ
Straight answers before you start.
A quick way to check how QuoteStep works, what it replaces and whether it fits the way your business already runs.
What does QuoteStep actually replace?
It replaces the scattered mix of PDFs, email threads and spreadsheets that usually sit between a quote being sent and the money arriving.
Can I see the demo before I buy?
Yes. Click through the demo first to see the workflow, then choose the single £24/month plan when you are ready.
Do clients need an account?
No. They open a secure link, review the quote or invoice, and act straight away on mobile or desktop.
How does QuoteStep help with chasing payments?
It keeps overdue quotes, unpaid invoices and follow-up visible so you can see what needs action today instead of searching your inbox.
What kind of businesses is it for?
It is for businesses that quote work, take deposits and want a clearer way to track what still needs payment.
Does it work for the whole quote-to-cash flow?
Yes. QuoteStep keeps the path together from quote to approval, deposit, invoice, payment and recovery.
Still unsure?
See the workflow first, then decide.
The demo shows the main path in QuoteStep: quotes, approvals, deposits, invoices, payments and the Recovery queue.