QuotationFlow review
A focused web quoting tool for small teams replacing spreadsheet- and email-based workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
QuotationFlow is a web-based sales quoting platform for businesses managing product catalogs and customer requests. It is designed for teams moving away from spreadsheet- and email-based quotation workflows. The product supports bulk product and customer imports from Excel, quote creation with discounts and custom pricing, PDF generation, direct email delivery, online quote links, and public request pages. Customers can review shared quotes, approve or reject them, change quantities, add notes, and use built-in messaging.
Pricing is structured across three monthly plans. Starter costs $19.99 per month and includes 50 credits, unlimited products and customers, Excel product imports, quote creation, and PDF downloads. Advanced costs $49.99 per month and raises the allowance to 250 credits while keeping the same listed core capabilities. Professional costs $199.99 per month and includes unlimited credits, alongside unlimited products and customers, Excel imports, quote creation, and PDF downloads. The paid plans make the main buying decision the required credit allowance rather than access to a substantially different feature set.
QuotationFlow’s strongest fit is a small team that needs a focused quoting workspace with customer-facing collaboration built in. Its catalog tools, custom pricing, bulk imports, and request pages cover a practical quote-request process, while links, email, approvals or rejections, and customer notes keep the exchange in one workflow. The product is less suitable for organizations that need a broader sales platform, native desktop or mobile applications, or more advanced operational coverage. Teams with higher quote volume should compare the monthly credit limits and pricing carefully before choosing a plan.
QuotationFlow pros and cons
- Where it wins
- Unlimited products and customers across all paid plans
- Customer approvals, quantity changes, notes, and messaging
- PDF downloads, email delivery, links, and public request pages
- Where it doesn't
- Starts at $19.99 per month with no free plan
- Plan differences are primarily monthly credit limits
- Web-only access may not suit teams seeking native apps
QuotationFlow fact sheet, pricing and score →
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