Everything you need to streamline your quoting process
Create professional quotes in minutes, collaborate with customers in real-time, and close deals faster with our comprehensive quoting platform.
Product & Customer Management
Efficiently manage your product catalog and customer database with powerful import tools and intuitive interfaces.
Add Products Manually
Create and manage your product catalog with ease. Add detailed product information, pricing, and specifications directly in the dashboard.
Bulk Product Import
Import hundreds of products at once using Excel. Save hours of manual data entry and keep your product catalog up-to-date effortlessly. Perfect for businesses with large inventories or seasonal product updates.
Add Customers
Quickly add new customers with all their contact information and details. Keep your customer database organized and easily accessible for quote creation.
Bulk Customer Import
Import your entire customer database from Excel in minutes. Seamlessly migrate existing customer data without manual re-entry. Ideal for businesses transitioning from spreadsheets or other systems.
Quote Creation & Customization
Create professional, customized quotes that reflect your brand and meet your customers' specific needs.
Create Quotes Instantly
Build professional quotes in minutes, not hours. Select products, apply pricing, and customize every detail to match your customer's requirements.
Select or Create Customers
Choose from your existing customer database or create new customers on the fly. Streamline your workflow by managing everything in one place.
Select Products Easily
Browse and add products to your quote with a few clicks. Search, filter, and organize products to build the perfect quote for each customer.
Apply Discounts & Custom Pricing
Set custom prices or apply percentage discounts to individual items or entire quotes. Give your sales team the flexibility they need to close deals.
Adjust Quantities Dynamically
Change product quantities with ease. Update quantities on the fly as you build your quote, with automatic price calculations.
Add Notes & Comments
Add per-item notes for specific product details or general quote notes for important information. Keep all context in one place for better communication.
Publishing & Sharing
Share professional quotes with your customers through multiple channels and formats.
Publish Quotes
Make your quotes live with one click. Published quotes are instantly accessible to your customers via secure online links.
Download PDF
Generate professional PDF quotes that you can download, print, or email. Perfect for offline sharing and record-keeping.
Send Emails Directly
Send quotes directly to customers from your dashboard. No need to switch between applications or tools, everything happens in one place.
Online Quote Links
Share interactive quote links that work perfectly on any device—desktop, tablet, or mobile. Your customers can view quotes anywhere, anytime.
Custom Subdomain
Get your own branded subdomain (company.quotationflow.com) for a professional, white-label experience. Build trust with your customers through branded quote pages.
Customer Collaboration
Enable real-time collaboration with your customers to speed up approvals and close deals faster.
Approve or Reject Quotes
Customers can approve or reject quotes directly from the online quote page. Get instant feedback and know exactly where each deal stands.
Modify Quantities
Customers can adjust product quantities—increment, decrement, or remove items—directly from the quote page. Empower them to customize quotes to their exact needs.
Add Customer Notes
Customers can add per-item notes or general quote comments. Capture their requirements, questions, or special requests directly in the quote.
Built-in Messaging
Communicate with customers directly on the quote page. Ask questions, clarify requirements, and provide support without leaving the platform.
Email Notifications
Get instant email notifications when customers send messages or make changes to quotes. Never miss an important update or question.
Request Management
Turn product inquiries into quotes automatically with our streamlined request system.
Public Request Page
Create public request page on your subdomain where anyone can browse your products. Perfect for lead generation and customer self-service.
Request Cart
Customers add products to a request cart, just like shopping online. They can review their selections before submitting a quote request.
Receive Quote Requests
Get notified when customers submit quote requests. All requests appear in your dashboard, ready to be converted into quotes.
Request Management
Turn product inquiries into quotes automatically. Customers browse products and submit requests, which you can convert to quotes with one click.