Question 1

What is QuotationFlow?

Accepted Answer

QuotationFlow is a comprehensive quote management platform that helps businesses create, share, and manage professional quotes efficiently. You can bulk import products and customers, create quotes in seconds, share interactive links, get instant approvals, and track everything from one dashboard.

Question 2

How do I get started?

Accepted Answer

Getting started is easy! Sign up for a free account and you'll get 10 free quotes to try out the platform. No credit card required. Simply visit our signup page and create your account in minutes.

Question 3

Can I import my existing products and customers?

Accepted Answer

Yes! QuotationFlow supports bulk import of both products and customers via Excel files. This makes it easy to migrate your existing data without manual re-entry. You can import hundreds of products and customers in minutes.

Question 4

How do quotes work?

Accepted Answer

After creating a quote, you can publish it to generate a secure online link. Your customers can view the quote on any device, approve or reject it, modify quantities, add notes, and communicate with you directly through built-in messaging. You'll receive email notifications for any activity.

Question 5

Can customers modify quotes?

Accepted Answer

Yes! Customers can increment, decrement, or remove product quantities directly from the quote page. They can also add per-item notes or general quote comments. This collaborative approach helps speed up approvals and close deals faster.

Question 6

What are credits and how do they work?

Accepted Answer

Credits are used each time you publish a quote. Each published quote consumes one credit. Credits reset monthly based on your plan. The Starter plan includes 50 credits per month, Advanced includes 250, and Professional includes unlimited credits.

Question 7

What happens if I exceed my monthly credit limit?

Accepted Answer

If you exceed your monthly credit limit, you can upgrade to a higher plan or wait for your credits to reset at the beginning of the next billing cycle. Professional plan users have unlimited credits, so they never have to worry about limits.

Question 8

Can I update a quote after sending it?

Accepted Answer

Yes! You can update quotes at any time before they're approved or rejected. Change prices, quantities, add or remove products - all updates are reflected in real-time on the customer's quote page.

Question 9

What payment methods do you accept?

Accepted Answer

We accept all major credit cards. Payments are processed securely through our payment provider. You can choose between monthly or annual billing, with annual plans offering 2 months free (20% savings).

Question 10

Do you offer annual billing?

Accepted Answer

Yes! Annual billing is available for all plans and offers significant savings. When you choose annual billing, you pay for 10 months and get 2 months free - that's a 20% discount compared to monthly billing.

Question 11

What is a request page?

Accepted Answer

A request page is a public page on your subdomain (company.quotationflow.com) where anyone can browse your products without prices, add them to a request cart, and submit a quote request. You'll receive a notification and can convert requests into quotes with one click.

Question 12

Which plan includes request pages?

Accepted Answer

Request pages are available on the Advanced and Professional plans. Starter plan users can upgrade to access this feature, which is great for lead generation and customer self-service.

Question 13

Can I customize my quote subdomain?

Accepted Answer

Yes! Professional plan users get a custom subdomain (company.quotationflow.com) for a branded, white-label experience. This helps build trust with your customers through professional, branded quote pages.

Question 14

Is there a limit on products or customers?

Accepted Answer

No! All plans include unlimited products and unlimited customers. You can add as many products and customers as you need without any restrictions.

Question 15

Can I download quotes as PDF?

Accepted Answer

Yes! All plans include PDF download functionality. You can generate professional PDF quotes that you can download, print, or email to customers for offline sharing and record-keeping.

Question 16

How does customer messaging work?

Accepted Answer

Customers can send messages directly on the quote page using our built-in messaging feature. You'll receive email notifications when they send messages, and you can reply from your dashboard. Customers will receive email notifications when you reply.

Question 17

What kind of support do you offer?

Accepted Answer

All users get access to our support team. Advanced and Professional plan users receive priority support for faster response times. We're here to help you succeed with QuotationFlow.

Question 18

Can I cancel my subscription anytime?

Accepted Answer

Yes, you can cancel your subscription at any time. There are no long-term contracts or cancellation fees. Your subscription will remain active until the end of your current billing period.

Question 19

Is my data secure?

Accepted Answer

Absolutely. We take data security seriously and use industry-standard encryption and security measures to protect your data. Your quotes, customer information, and product data are all stored securely.

Question 20

Do you offer a free trial?

Accepted Answer

Yes! New users get 10 free quotes to try out the platform. This gives you a chance to explore all features and see how QuotationFlow can help streamline your quoting process before committing to a paid plan.

Frequently Asked Questions