How it works

From a draft quote to
recurring revenue.

Quottum runs the whole deal lifecycle in one place. Four steps take you from building a quote to renewing the contract — no WordPress, no spreadsheets, no chasing.

Free during beta · no credit card · set up in minutes

01 Build

Build a branded quote in minutes

Start from your reusable service library, drop in line items, and watch the totals — discounts, tax, billing terms — update live as you type.

  • Reusable line-item & service library
  • Categories, service groups, per-line discounts & tax
  • Live preview of exactly what the client will see
Quote builder with line items, live preview and totals
02 Send

Send one link — they accept, decline, or ask for changes

Email a secure, tokenized approval link. Your client opens a clean branded page on any device and responds in one click — no account, no login.

  • No client login or account required
  • Accept, decline, or request a revision
  • You’re notified the moment they act
Client-facing approval page — accept, decline, or request changes
03 Convert

Turn the “yes” into a tracked contract

An accepted quote becomes a contract automatically — with its full lifecycle, a KPI strip, and TCV, MRR and ARR calculated for you.

  • Auto-created from the accepted quote
  • TCV / MRR / ARR per contract
  • Branded, client-facing contract view + PDF
Contract with renewal lifecycle and reminder schedule
04 Renew

Never miss a renewal — or a number

The dashboard rolls up pipeline, revenue, and upcoming renewals, while the renewals engine fires automatic reminders so recurring revenue never slips.

  • Configurable renewal reminder windows
  • Automatic renewal & expiry emails
  • Pipeline, revenue and renewals at a glance
Quottum dashboard — contract value, MRR, ARR, renewals and recent quotes

There’s more under the hood

Libraries, branding, team roles, exports & webhooks.

The four steps are the spine — but Quottum also handles your service catalog, client portal, workspace branding, team permissions, and data in and out. See the full list and what’s on each plan.

See all features →

Send your first quote today.

Create a workspace in under a minute and walk these four steps with a real client. Free while we’re in beta — no card required.