Features
One tool for the whole lifecycle: build a quote, get it accepted on a branded page, turn it into a tracked contract, and never miss a renewal. 35 features across 12 areas — here’s the full picture.
Free during beta · every feature unlocked · no credit card
Build, send, and track quotes end to end.
A lightweight CRM built around quoting.
Turn accepted quotes into tracked revenue.
Keep recurring revenue from slipping.
Branded client communication.
Attach the documents a quote needs.
See the state of the business at a glance.
Make every client-facing document yours.
Run it solo or with a team.
The essentials, on every plan.
Your data goes in and comes out freely.
Grow through your own network.
On every plan
Authenticator-app 2FA with an enforced challenge at sign-in.
Password-free login by emailed link.
Subscribe, switch plans with proration, cancel, and download invoices in-app.
A workspace activity feed of recent quote & contract events.
Plan by plan
Free covers the core quoting loop. Pro adds contracts, renewals, and team. Business unlocks white-label, multiple workspaces, and webhooks. See pricing →
| Feature | Free | Pro | Business |
|---|---|---|---|
| Quotes | |||
| Quote builder | ✓ | ✓ | ✓ |
| Quote pipeline & statuses | ✓ | ✓ | ✓ |
| Branded public quote view | ✓ | ✓ | ✓ |
| Quote PDF export | ✓ | ✓ | ✓ |
| Automatic quote expiry | ✓ | ✓ | ✓ |
| Reusable line-item & service library | — | ✓ | ✓ |
| Quote activity log | — | ✓ | ✓ |
| Discount codes & coupons | — | ✓ | ✓ |
| Clients | |||
| Client management (CRM) | ✓ | ✓ | ✓ |
| Client detail & history | ✓ | ✓ | ✓ |
| Client portal | — | ✓ | ✓ |
| Client CSV export | — | — | ✓ |
| Contracts | |||
| Contract management | — | ✓ | ✓ |
| Contract lifecycle & history | — | ✓ | ✓ |
| Branded public contract view | — | ✓ | ✓ |
| Contract PDF export | — | ✓ | ✓ |
| Revenue metrics (TCV / MRR / ARR) | — | ✓ | ✓ |
| Renewals | |||
| Renewals engine | — | ✓ | ✓ |
| Renewal & expiry reminders | — | ✓ | ✓ |
| Automated & branded emails | — | ✓ | ✓ |
| Files | |||
| File attachments | — | ✓ | ✓ |
| Dashboard | |||
| Dashboard analytics | ✓ | ✓ | ✓ |
| Branding | |||
| Workspace branding | — | ✓ | ✓ |
| Terms & conditions | ✓ | ✓ | ✓ |
| Remove “Powered by Quottum” | — | — | ✓ |
| Team & workspace | |||
| Team members & invites | — | ✓ | ✓ |
| Roles & permissions | — | ✓ | ✓ |
| Workspace settings | ✓ | ✓ | ✓ |
| Multiple workspaces | — | — | ✓ |
| Platform | |||
| Global search | ✓ | ✓ | ✓ |
| Light / dark theme | ✓ | ✓ | ✓ |
| Integrations & data | |||
| Data import | — | ✓ | ✓ |
| Data export | — | ✓ | ✓ |
| Outbound webhooks | — | — | ✓ |
| Growth | |||
| Referral program | ✓ | ✓ | ✓ |
Plus account security (2FA, magic-link), in-app notifications, and self-serve billing on every plan. Seat, client, and storage limits differ by plan — see pricing.
Every feature on this page is unlocked during beta — no card, no limits beyond 100 MB of attachments. Start a workspace and send a real quote in minutes.
Quottum