Features
Features built around the quote-to-cash flow.
QuoteStep keeps the commercial record together so businesses can move from quote to approval, deposit, invoice and follow-up without bouncing between tools.
Quote records
Keep the quote, pricing, terms and client notes in one calm record.
Approval links
Let clients approve on mobile without creating another account.
Deposits
Ask for money upfront and keep the deposit tied to the same job.
Invoices
Turn accepted work into an invoice without starting over.
Recovery queue
See what needs a follow-up, a reminder or a chase first.
Client portal
Give clients a clean place for quotes, invoices, receipts and PDFs.
Built for businesses
Keep the important record in one place.
QuoteStep keeps quotes, approvals, deposits, invoices, receipts, certificates and payment follow-up together so the next step is always clear.
Quotes to approval
Share one secure link and capture the approval record cleanly.
Deposits attached
Keep fixed or percentage deposits tied to the same quote.
Invoices and balance due
Turn accepted work into the next invoice without starting over.
Recovery queue
See what needs a reminder, chase or follow-up first.