STEP 01
Build Quote
Add services, set prices and deposit. Auto-calculated totals.
Quote to project, together
Win the work.
Move it forward.
Create a polished quote, send it to your client, and see when it’s approved. QuoteFlow carries the handoff into contracts, invoices, and project kickoff.
14 days free No credit card required
CLIENT VIEW SAMPLE
EYD-2026-0047PREPARED FOR
Tatenda Moyo
E-Commerce Store
Project quote$3,507.50
Quote statusApproved
Approval status trackedClient decision shown alongside the quote
QuoteContractInvoiceKickoff
Made for service businessesAgenciesConsultantsContractorsCreative teams
A smoother handoff
From first quote to ready-to-start project.
Keep each next step connected, so approved work doesn’t get stuck in someone’s inbox.
STEP 02
Send to Client
Client gets a unique magic link. No login required.
STEP 03
Client Approves
Client approves online. Contract & invoice auto-generate.
STEP 04
Sign & Pay
Client draws signature, pays deposit. All in one flow.
STEP 05
Project Starts
Kickoff form sent automatically. Dev begins immediately.
One connected workspace
The details that keep work moving.
Build a clear offer, stay on top of approvals, and keep delivery details close at hand.
Smart Quote Builder
Build professional quotes in minutes. Add line items from your service catalog, set deposits, taxes, and validity — all auto-calculated in real time.
Digital Contract Signing
Contracts auto-generate the moment a quote is approved. Clients draw or upload their real signature online — no printing, no scanning.
Auto Invoice & Payments
Invoices generate automatically after signing. Track deposits, record payments, and send reminders — all from one place.
Social Lead Capture
One universal link for Instagram, WhatsApp, Facebook and LinkedIn. All enquiries land in your leads inbox automatically.
Project Kickoff
After deposit is paid, a kickoff form goes to the client automatically. Collect assets, preferences and contacts before day one.
Analytics & Insights
Track conversion rates, pipeline value, top clients, and lead sources. Know exactly where your revenue is coming from.
A better client experience
Approval shouldn’t mean another email thread.
Clients open a secure link to review and approve their quote on any device. Once approved, the next steps—contract signing, invoicing, and kickoff—are ready to follow.
See the client flowQuote approvedClient action recordedCLIENT VIEW
WHAT HAPPENS NEXT
01Prepare contractReady for client signature
02Issue invoiceTrack deposit and payments
03Start projectCollect kickoff details
Straightforward plans
Start with a trial. Grow at your pace.
Try the workflow for 14 days, then choose the plan that fits your team.
Trial
Free
Explore the full workflow before choosing a paid plan.
- 14-day trial
- Unlimited quotes
- No credit card required
Solo
$10/mo
For one-person businesses that need unlimited quotes
- 1 included user
- $5/mo extra users
- Contracts, invoices, payments
- Advanced analytics
Company
$25/mo
For small teams that need room to grow
- 3 included users
- $5/mo extra users
- Contracts, invoices, payments
- Advanced analytics
From the QuoteFlow story
Built around the work service teams do.
Examples from the QuoteFlow customer stories.
“Before QuoteFlow I was emailing Word documents back and forth. Now clients approve quotes and sign contracts in under 10 minutes. It changed how we run our business.”
TM
Tatenda MoyoDirector, Moyo Enterprises
“The social leads feature is genius. I pinned the link to my Instagram and WhatsApp — now every enquiry goes straight into my system. I haven't missed a lead since.”
SN
Sarah NcubeFounder, Ncube Events Co.
“The payment schedule feature on contracts is exactly what we needed for construction projects. Milestone-based payments, all tracked automatically.”
DC
David ChirwaMD, Chirwa Construction
Good to know
A few common questions.
Do I need a credit card to start?
No. Your 14-day free trial starts immediately when you register — no credit card required. You only pay when your trial ends and you choose a plan.
What happens after my 14-day trial?
You'll receive a reminder before your trial ends. You can upgrade to a paid plan to keep all your data and continue using QuoteFlow, or your account will be paused (data preserved for 30 days).
Can my clients sign contracts from their phone?
Yes. The entire client experience — viewing quotes, approving, signing contracts, and paying — works perfectly on mobile. Clients can draw their signature with their finger.
Can I use my own branding?
On the Company plan, client-facing documents (quotes, contracts, invoices, kickoff forms) show your company logo and branding only — no QuoteFlow branding.
Can I add team members?
Yes. Paid plans include a base number of users, then you can add more people for a small per-person monthly fee. Each member can be assigned roles: Admin, Manager, or Staff.
What industries is QuoteFlow for?
QuoteFlow works for any service business: digital agencies, software developers, freelancers, construction contractors, event planners, consultants, and more.
Can I import my existing clients and services?
Yes. You can manually add clients and build your service catalog, or contact our support team to help with bulk imports.
Is my data secure?
Your workspace is completely isolated from other tenants. All data is encrypted at rest and in transit. Signatures are stored securely with IP timestamps for legal proof.
Your next project starts here
Make the next yes easier.
Start a free trial and bring quoting, approvals, contracts, invoices, and kickoff into one flow.