01
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.
Platform features
Your sales admin, organized into one flow.
QuoteFlow connects the pieces that usually live in separate files and conversations: quotes, approvals, contracts, invoices, payments, leads, and kickoff tasks.
Smart Quote Builder
Digital Contract Signing
Auto Invoice & Payments
Social Lead Capture
Core capabilities
Designed around real service-business handoffs.
Each feature is practical, connected, and ready for the daily work of turning enquiries into paid projects.
02
Digital Contract Signing
Contracts auto-generate the moment a quote is approved. Clients draw or upload their real signature online — no printing, no scanning.
03
Auto Invoice & Payments
Invoices generate automatically after signing. Track deposits, record payments, and send reminders — all from one place.
04
Social Lead Capture
One universal link for Instagram, WhatsApp, Facebook and LinkedIn. All enquiries land in your leads inbox automatically.
05
Project Kickoff
After deposit is paid, a kickoff form goes to the client automatically. Collect assets, preferences and contacts before day one.
06
Analytics & Insights
Track conversion rates, pipeline value, top clients, and lead sources. Know exactly where your revenue is coming from.
Workflow
Five steps. Fewer loose ends.
01
Build Quote
Add services, set prices and deposit. Auto-calculated totals.
02
Send to Client
Client gets a unique magic link. No login required.
03
Client Approves
Client approves online. Contract & invoice auto-generate.
04
Sign & Pay
Client draws signature, pays deposit. All in one flow.
05
Project Starts
Kickoff form sent automatically. Dev begins immediately.
Plan comparison
Know what is included before you launch.
| Feature | Trial | Solo | Company |
|---|---|---|---|
| Unlimited quotes | |||
| Digital contract signing | |||
| Auto invoices and payments | |||
| Custom branding | |||
| White-label documents | |||
| Advanced analytics |
FAQ
Questions buyers ask before switching.
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.
Put the full workflow in one place.
Launch with quoting, approvals, contracts, invoices, payments, and kickoff ready on day one.
Start free trial