01
Capture once
Speak on site, paste a conversation, or upload the document or narrated video you already have.
Quotes · invoices · snagging lists
Turn the job in your head into a quote, invoice or snagging list.
Speak it, paste it, or upload the file or site video. QuoteLad turns the detail you already have into structured paperwork you can check, brand and send.
✓ No card required✓ 5 documents monthly✓ You approve every detail
See the real creation screen
quotelad.com/quotes/new
New quote
Paste notes, speak them, or upload a file. QuoteLad does the rest — and you review everything before it goes anywhere near your customer.
0 of 5 document credits used this month on the Free plan.
Job for Sarah Thompson, 42 Elm Road. Rewire kitchen — about 2 days labour. Materials: consumer unit £180, cable and fittings roughly £120. Offered 5% discount.
SpeakUpload fileUpload videoPDF · Word · Excel · video · or speak
StyleMinimal ⌄Single clean column — ideal for services and trades.
Create quoteCreation screen mirrored from the current productNext: edit · preview · send
VOICE, TEXT, FILE OR VIDEO
Capture the job naturally
LIVE VAT & TOTALS
Numbers stay structured
BRANDED CLIENT LINKS
Send work that looks the part
SNAG → QUOTE → INVOICE
Carry the details forward
The real admin problem
Your evening is not an admin shift.
The job is already in your head, your voice notes, the customer’s messages and the files you were sent. The waste is turning all of that into forms again. QuoteLad starts with the information you already have.
02
Review—don’t rebuild
Get structured line items and calculated totals, then change any detail manually or in plain English.
03
Keep the job moving
Send for acceptance, see the status, and convert the agreed work into the next document.
Less software-shaped work
Most software starts with a blank screen. QuoteLad starts with the job.
The customer message, your voice note, a file or a site video already contains the useful detail. Here is what happens next.
Starts from empty
Traditional invoicing software
It gives you organised boxes, then waits for you to turn the real job into data.
- 1Find the details again
- 2Retype the client and scope
- 3Build each line and total
- 4Start over for the invoice
Your role
You operate the software.
Stops at words
A general chatbot
It can write a draft, but the answer still needs somewhere else to become business paperwork.
- 1Prompt it for the right format
- 2Check what it missed
- 3Copy the answer elsewhere
- 4Add totals, branding and sending
Your role
You finish the document.
Starts with what you have
QuoteLad
Give it the job in the easiest form. QuoteLad turns it into structured paperwork that stays useful from first draft to payment.
- ✓Speak, paste or upload
- ✓Review the document and prices
- ✓Send it and track the decision
- ✓Move snagging → quote → invoice forward
Your role
You check the work and send it.
QuoteLad handles job documents and complements your bookkeeping process. It does not provide accounting or tax advice.
One simple creation flow
Tell QuoteLad about the job. Not how to fill in a form.
Choose what you need, give it the details in the easiest format, then review a real document—not a chat response.
Try the workflow freeChoose the outcome
Start a quote, invoice or price-free snagging list. Each can stand alone.
Use what you have
Type, paste, speak, upload PDF/Word/Excel, or add a narrated site video.
Check the draft
Edit line items, rates, VAT, discounts, dates and terms. Restore earlier versions if needed.
Send the real thing
Email it, download a PDF or share a private client link for online acceptance.
The product, end to end
From rough detail to a document you are proud to send.
01 · Capture
Start with the job details exactly as you have them.
Paste notes or a conversation, speak on site, upload PDF, Word or Excel, or use the narration from a site video.
New quote
Paste notes, speak them, or upload a file. QuoteLad does the rest — and you review everything before it goes anywhere near your customer.
0 of 5 document credits used this month on the Free plan.
Kitchen refit for Sarah, 42 Elm Road. Remove old units, fit 8 supplied cabinets and worktop. Two days labour. Add waste disposal and 20% VAT.
◉ Speak⌕ Upload file▷ Upload videoPDF · Word · Excel · video · or speak
StyleMinimal ⌄Single clean column — ideal for services and trades.
Create quoteMirrors the current New quote screen
02 · Review
Review a real document—not a chatbot answer.
The editor below follows the current product: plain-English edits, manual line items, live VAT and totals, version history, a live preview and the actual four style controls.
QL-0028draft
History (v3)Download PDFSendConvert to invoiceSaved
Edit with AI
add waste disposal at £90Apply
Line items
Remove existing unitsLabour1280.00
Fit cabinets & worktopLabour2480.00
Waste disposalOther190.00
+ Add line item
Subtotal£1,330.00
VAT (20%)£266.00
Total£1,596.00
Preview
MinimalItemizedClassicBold
OAK & STONE
Property services
QUOTE
QL-0028
Kitchen strip-out£280.00
Installation£960.00
Waste disposal£90.00
Total£1,596.00
Interface mirrored from the current document editor
03 · Present
Your brand, with a style you can switch.
Add your logo, accent colour, business details, VAT number and payment information. The editor offers these four real styles above the preview.
Preview
MinimalItemizedClassicBold
OAK & STONE
Property services
QUOTE
QL-0028
04 · Send & progress
The document keeps working after you send it.
Clients review without an account. You see when the quote is viewed and decided. Accepted work carries forward instead of starting over.
Quote QL-0028
from Oak & Stone Property Services
This quote is valid until 22 August 2026.
Accept quoteDecline
DRAFT→
SENT→
VIEWED→
ACCEPTED→
INVOICED→
PAID
Built for daily use
The quiet details that turn a clever first draft into dependable business software.
CLIENTSCL
Saved client directory
Reuse names, addresses, emails and phone numbers without copying them into every document.
PRICING£
Your rate card
Keep labour, services and common prices consistent while still adjusting the job in front of you.
CONTROL№
Numbers and statuses
Sequential quote and invoice numbers with draft, sent, viewed, accepted, overdue and paid states.
SAFETY NET↶
Version history
See what changed and restore an earlier document version in one click.
BRAND●
Business defaults
Set your logo, accent colour, document style, VAT details, payment terms and invoice bank details.
YOUR DATA↥
Account controls
See usage, manage billing, export your data or delete the account from one place.
One workspace, three outcomes
Create what the job needs now. Carry it forward when the job moves.
Quote01
Price the work professionally
Clear scope, line items, VAT, discounts, terms and your branding—ready for a customer decision.
See quote workflow →
Snagging02
Capture what needs fixing
Turn a spoken or recorded site walk into a structured defect list, without forcing prices in too early.
See snagging workflow →
Invoice03
Bill without rebuilding the job
Create from completed-work notes or carry an accepted quote into a sequentially numbered invoice.
See invoice workflow →
Capture once. Stop retyping.
Snagging list → priced quote → accepted work → invoice
Practical guides
Get useful on day one.
Start here4 min
GUIDE 01
Create your first quote in 60 seconds
Go from rough job details to a reviewed, branded QuoteLad quote in four simple steps.
Read guide →
Create5 min
GUIDE 02
Use voice input while you are on site
Dictate a walk-round and turn the transcription into a quote, invoice or snagging list.
Read guide →
Create6 min
GUIDE 03
Upload a file or narrated site video
Use text from PDF, Word and Excel files—or speech extracted from a site video—as the starting point for a document.
Read guide →
Simple monthly plans
Cheaper than losing another evening to paperwork.
Start with the complete product for free. Upgrade only when you need more monthly capacity.
Limited-time promotional pricing
Every plan includes every QuoteLad feature at a promotional price.
Free, Starter and Growth differ only in their monthly document and transcription allowances.
Free
£0/month
See the complete workflow for yourself
- ✓5 document credits each month
- ✓30 voice & video transcription minutes
- ✓≈ 2–6 typical walk-rounds
- ✓Every QuoteLad feature included
Starter
£12/month
For regular quoting and invoicing
- ✓50 document credits each month
- ✓120 voice & video transcription minutes
- ✓≈ 6–24 typical walk-rounds
- ✓Every QuoteLad feature included
Growth
£24/month
For busy businesses
- ✓Unlimited documents
- ✓600 voice & video transcription minutes
- ✓≈ 30–120 typical walk-rounds
- ✓Every QuoteLad feature included
Promotional pricing and all-feature access are limited-time offers. Growth’s unlimited document allowance is subject to fair use. Transcription minutes are one shared monthly pool for Speak recordings and audio extracted from uploaded videos. Walk-round estimates assume recordings of roughly 5–20 minutes; actual usage varies.
What can I give QuoteLad?+
Type or paste text, record your voice, upload a PDF, Word file or spreadsheet, or upload a narrated site video. The extracted text stays editable before you create anything.
What can it create?+
Professional quotes, invoices and price-free snagging lists. Each can be created independently; you can also turn snagging into a quote and an accepted quote into an invoice.
Is QuoteLad accounting software?+
QuoteLad focuses on creating, reviewing, sending and progressing job documents. It is designed to complement your bookkeeping or accounting process, not replace your accountant or tax software.
Why not use a general chatbot?+
A chatbot can draft text. QuoteLad creates a managed business document with line items, calculated totals, VAT, branding, version history, client delivery, online acceptance, statuses and document conversion.
Does the customer need an account?+
No. Customers can open a private share link, review the quote and accept or reject it without registering.
Does QuoteLad send anything automatically?+
No. You review and control the document. Edit the details, prices and style, then send it only when you are satisfied.
Do different plans unlock different features?+
For a limited time, no. Free, Starter and Growth include every QuoteLad feature at promotional launch pricing; only their monthly document and transcription allowances differ.
What counts towards transcription minutes?+
The same monthly pool covers microphone recordings made with Speak and audio extracted from uploaded site videos. Free includes 30 minutes, Starter 120 minutes and Growth 600 minutes each month.
Do I need a card to start?+
No. The Free plan includes five monthly document credits and does not require a payment card.
Anything in. Job paperwork out.
Send the quote while the customer still remembers why they called you.
Bring the job details. QuoteLad will help you turn them into something professional, accurate and ready for a decision.
Create my first quote freeNo card. Five monthly document credits. Cancel paid plans anytime.