Quotation to invoice for a workshop job
Finance
Quotations & Invoicing
Manage quotations, customer approvals and invoicing in one workflow.
All Blok Apps
Built on the Blok Platform
Overview
Quotations & Invoicing
Quotations & Invoicing turns the commercial flow of your business — quote, approval, invoice, payment — into one connected workflow rather than a chain of separate documents. Build a quote from real data, send it for approval, convert it to an invoice when it is won, and keep stock, workforce and reporting in step the whole way.
Key features
What it does.
- Build quotes from products, services and live stock
- Customer approval workflow and audit trail
- Convert approved quotes to invoices
- Track payments and outstanding balances
- Push to Xero, Sage or your accounting stack
Typical use cases
How teams use it.
Recurring invoicing for service contracts
Managing customer approvals with a full trail
Reconciling commercial activity with accounting
Connected by design
See the Blok Platform
Part of one connected platform.
Quotations & Invoicing draws on Data Hub for products and prices, Stock Management for availability, and Workforce Management for the people assigned to the work — and feed the same events into reporting and accounting integrations. One commercial workflow, every app in step, no copy-paste.
Manage quotations, customer approvals and invoicing from a single workflow.
Looking ahead
Built to grow with the platform.
Future platform enhancements will bring AI-assisted quote drafting from past jobs, invoice line autofill from incoming emails, and anomaly detection on margins and spend — all with explicit opt-in. New commercial capabilities will arrive as the platform grows, extending the workflow you already have.
See it in action
See Blok in a 30-minute demo.
A walkthrough focused on the apps and workflows that matter to your business. No slides, no sales pitch — just the platform.