Everything a trade business needs
QuotCraft is designed from the ground up for contractors who work in the field — not accountants sitting in an office.
Professional Quotations
Create detailed, branded quotations in minutes. Import articles from your wholesaler catalogue with your exact contracted prices. CEF, Rexel UK, Wolseley UK, and Travis Perkins all supported. Add labour, materials, discounts, and custom line items. Group items by trade or phase. Send as a PDF or a shareable link for review and digital signature.
- Article catalogue with live wholesaler prices
- Discounts, custom items, grouped line items
- PDF generation and shareable client link
- Quote versioning and change order tracking
Digital Signatures (eIDAS)
Legally binding electronic signatures that comply with the EU eIDAS regulation. Your client receives a link by email or SMS, reviews the quote in their browser, and signs with their finger or mouse — no app, no account, no printing. Full audit trail including IP address, timestamp, and device fingerprint.
- eIDAS-compliant — legally valid across the EU
- No app or account required for clients
- Full audit trail for every signature
- Optional contractor co-signature
Project Management
Turn any approved quotation into a project with one click. Define work phases, assign tasks to team members, schedule appointments, upload site photos, and track progress. Invoices can be triggered automatically when each phase is completed.
- Phase-based projects with auto-invoicing
- Team assignment and scheduling
- Site documentation (photos, notes)
- Progress tracking for clients via the portal
Smart Invoicing
Full invoice lifecycle management. Create standard, advance, partial, and credit invoices — auto-generated from approved quotes or projects with no double entry. Send by email, via the Peppol network, or through the client portal. Automatic late payment interest and statutory compensation under the Late Payment of Commercial Debts (Interest) Act 1998.
- Auto-generated from quotes — no double entry
- Standard, advance, partial, and credit invoices
- Automatic late payment interest (Late Payment Act 1998)
- Peppol, email, and portal delivery
Online Payments
Accept credit cards, Bacs Direct Debit, and bank transfers via Stripe — fully PCI DSS compliant. Clients can pay directly from the invoice email or the client portal. Manual bank transfer tracking with bank statement import (CSV/CAMT.053) for automatic reconciliation.
- Stripe-powered — cards and Bacs Direct Debit
- PCI DSS compliant, no card data stored
- Bank statement import for automatic reconciliation
- Automatic payment reminders
Article Catalogue
Three-layer catalogue architecture: your own private articles, platform-provided shared articles, and live wholesaler data. Connect CEF, Rexel UK, or Wolseley UK to get your contracted prices synced automatically. Apply bulk margin updates across hundreds of articles at once.
- Private catalogue for your own articles
- Live wholesaler prices (CEF, Rexel UK, Wolseley UK)
- Bulk margin updates across article groups
- Price change alerts to protect your margins
AI Assistant
Voice-to-quote dictation lets you describe the job verbally and have QuotCraft generate the line items automatically. Scope creep detection flags work that goes beyond the original quote. Smart pricing suggestions based on your historical jobs. OCR for scanning supplier invoices.
- Dictate jobs — AI writes the quote
- Scope creep detection and change orders
- Smart pricing from your job history
- OCR for supplier invoice scanning
Making Tax Digital & Peppol E-Invoicing
HMRC Making Tax Digital for VAT is mandatory for all VAT-registered businesses in the UK. QuotCraft is fully MTD-compliant. Peppol e-invoicing is also included for public sector contracts and EU cross-border invoicing. All included in every plan at no extra cost.
- Peppol BIS 3.0 certified
- Send and receive via Peppol network
- Auto-conversion to PDF and structured data
- Included in all plans — no extra fee
Client Portal
Give every client a branded, secure portal to view their quotations, sign contracts, check invoice status, pay online, and follow project progress in real time. No app required — works from any browser. Token-based access for one-off clients, optional persistent accounts for repeat clients.
- Branded portal — no app required
- View quotes, sign, pay, follow progress
- Secure token-based or persistent login
- Full multi-contractor isolation
Ready to try QuotCraft?
30-day free trial, no credit card required. Full access to all Professional features.
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