Structured quotation builder
Build line items, packages, optional choices, discounts, taxes, fees, deposits, and payment schedules with totals calculated on the server.
One disciplined workflow for every quotation.
QuoteFlow gives sales teams speed without giving up control, traceability, or a professional customer experience.
Customer decision center
Give customers a secure branded page to review, comment, request revisions, select options, accept, decline, sign, and download.
Rules-based follow-ups
Schedule reminders around meaningful events and automatically stop messages when the quote state changes.
Approvals and version history
Route restricted discounts and special terms for review. Preserve every sent version and the exact accepted snapshot.
Tenant-aware security
Separate every organization with authorization checks, database constraints, Row Level Security, and private file access.