Quottum beta · apply to join

Send real quotes.
Shape the product.

Quottum is in beta and we’re recruiting working agencies, designers and consultants to use it for real client work. You get the entire hosted app free, early access to new features, and a direct line to the team. We get feedback that builds the right product.

Free during beta · no credit card · small batches

Quottum dashboard — contract value, MRR, ARR, renewals and recent quotes

What you get

Six reasons to join

Use the whole app, free

Every feature unlocked — quoting, contracts, renewals, team workspaces. No card. No limits. No expiry while the beta runs.

Early access to new features

You see new features before everyone else — flagged with a Beta badge in the app. We turn them on for testers first to learn what works.

A direct line to the team

Submit bugs, ideas or anything noisy from inside the app. We triage, fix, and ship — and tell you when your feedback lands in a release.

Shape the roadmap

Substantial features go through beta first by design. Your feedback decides what gets polished, what gets cut, and what ships to everyone.

Keep what you build

Real quotes you send during beta stay yours — your workspace, your clients, your data. Carries over when we leave beta.

Founding-tester perks

When we leave beta, testers get a thank-you on whichever plan you land on. Details before pricing changes — never a surprise.

Everything in the app

Beta testers get every feature unlocked

Quottum is feature-complete. The whole quote → contract → renewal lifecycle, branded client-facing pages, team workspaces, the lot — 33 features, all on. Only beta limit is 100 MB of attachment storage per workspace; everything else is uncapped.

Quotes

  • Quote builder
    Line items, drag-to-reorder, categories/phases, service groups, per-line & manual discounts, tax, term/billing.
  • Reusable line-item & service library
    Saved catalog of line items, categories, service groups, and units to build quotes fast.
  • Branded public approval page
    Client-facing page to accept, decline, or request revisions — with valid-until and clickable contacts.
  • Quote PDF export
    Branded, downloadable quote PDF.
  • Pipeline & statuses
    Draft → sent → accepted / declined / revision / expired / archived, with filter tabs.
  • Activity log
    Tracks created, sent, viewed, accepted/declined, edits, discounts, attachments, and conversion to contract.
  • Automatic expiry
    Quotes past their valid-until date flip to Expired automatically.
  • Discount codes & coupons
    Single-use and recurring discount codes with enforcement at checkout.

Contracts & renewals

  • Auto-converted contracts
    Accepted quotes become tracked contracts with a full status taxonomy (active / renewed / terminated / …).
  • Lifecycle & history
    KPI strip, lifecycle timeline, and renewal history per contract.
  • Revenue metrics
    TCV, MRR and ARR per contract and rolled up on the dashboard.
  • Renewals engine
    Renew flow with configurable reminder windows (e.g. 90 / 60 / 30 days) and upcoming-renewal tracking.
  • Renewal & expiry reminders
    Automated emails ahead of contract renewals and quote expiry.
  • Branded public contract view
    Client-facing read-only contract page.
  • Contract PDF export
    Branded, downloadable contract PDF.

Clients

  • CRM with lifecycle stages
    Create & organize clients with lifecycle stages (lead / active / paused / lost), owner, and contact details.
  • Client detail & history
    Per-client KPIs (lifetime value, MRR), quotes & contracts list, and an activity timeline.
  • Client portal
    Public shareable page listing all of a client’s quotes & contracts, with a rotatable/expiring link.

Team & workspaces

  • Multiple workspaces
    Run several workspaces and switch between them.
  • Team members & invites
    Invite teammates (owner / member roles); resend or revoke invites.
  • Roles & permissions
    Owner / member permission controls.
  • Workspace settings
    Per-workspace timezone, editable slug, and rename.

Branding & email

  • Workspace branding
    Logo, company details, slogan / tagline, footer, and default currency on all client-facing documents.
  • Terms & conditions
    Rich-text T&C applied to quotes and contracts.
  • Automated & branded emails
    Quote sent / accepted / declined notifications, branded templates, custom sender name.

Files, data & integrations

  • File attachments
    Attach files to quotes & contracts, toggle client visibility, surface on the client view + PDF. Capped at 100 MB per workspace during beta — see FAQ.
  • Data import
    Import clients from CSV with column mapping, preview, and validation.
  • Data export
    CSV / JSON per table plus a full backup ZIP (incl. uploaded files).
  • Outbound webhooks
    Fire webhooks on events (quote sent, accepted, declined, contract created, …) with a delivery log for retries and debugging.

Dashboard & platform

  • Dashboard analytics
    TCV / MRR / ARR, upcoming renewals, and recent activity at a glance.
  • Global search
    Search across quotes, contracts, and clients from the topbar.
  • Light / dark / system theme
    Per-user appearance, follows your OS by default.
  • Referral program
    Personal referral link + email invites with signup tracking.

How it works

Five steps, then it just runs

1

Apply

Tell us a bit about you and your business. We add new testers in small batches so we can pay attention to each.

2

Get the keys

On approval we flip your workspace into beta and email you a welcome with the first batch of early-access features turned on.

3

Use it for real work

Send actual quotes, run contracts, watch renewals. The “unfair advantage” is real; treat it like your live tool.

4

Tell us what hurts

A “Submit feedback” button lives in every screen. Bug, idea, papercut — one click, screenshot attached, gone to us.

5

See it ship

We close the loop in releases (changelog.quottum.io). Features graduate from beta to everyone once they hold up.

Who we’re looking for

Real workflows over busy-work

We add testers in small batches because the feedback is more useful that way. You’re a great fit if you:

Send quotes regularly

Agencies, design studios, consultants, contractors — anyone whose business runs on “build a quote, send it, close it, renew it.” If you do it more than once a week, you’ll surface things we can’t.

Care about how the work looks

The quote your client sees says something about you. We obsess over that page; you’ll have strong opinions about it, and we want to hear them.

Are comfortable telling us when something is bad

The feedback button is one click. We’d rather hear five sharp things this week than a polite five-star survey next month.

Don’t need a 100% finished tool

Quottum already replaces a quoting workflow today, but it’s in beta — some screens are rougher than others. If that excites you instead of frustrates you, you’ll do well here.

FAQ

Questions

Do I need to be technical?

No. The best testers are people who actually send quotes for a living — designers, agencies, consultants, contractors. We want real workflows, not test data.

How much time does it take?

Use Quottum like you’d use any tool. The only “tester duty” is the feedback button — fire away when something bugs you. We don’t schedule calls or homework.

Is it really free? Any limits?

Free, yes — every feature unlocked, no card. The one limit is file attachments are capped at 100 MB per workspace during beta (so the storage backing can scale with paid usage once we ship plan tiers). Everything else — clients, quotes, contracts, renewals, team members — is unlimited. Pricing comes after beta and testers see it before anyone else.

Will my client data be safe?

Each workspace is isolated with database row-level security — your data is only ever visible to your team. We back up daily.

What if you change something I depend on?

Anything in beta can change while it’s in beta — that’s the deal. We give notice on graduating features and we never silently remove access to data you’ve put in.

How do I leave the beta?

Email us and we’ll switch you to the closest paid plan when we launch one — or you can stop using the app any time and export your data on the way out.

Want in?

We read every application. Tell us about you and what you’re trying to do — we’ll be in touch within a few days.