Quoting software for small business

It is software that turns a job you have already priced out into a document the customer can accept: itemized lines, photos, terms and a signature, exported as a PDF. For a small company the useful definition is narrower than the feature list — it is whatever gets a professional-looking quote out on the day of the walkthrough, with no spreadsheet, no designer and no evening lost.

A free plan, not a trial. It covers 5 documents a month per company with unlimited users, no card and no clock running down. A company quoting one or two jobs a week fits inside it indefinitely. The limit is documents a month, so it is your volume that eventually moves you up rather than a date.

Paid plans start at $20.69/month for 20 documents and rise with volume from there — $34.49 for 35, and so on. You buy capacity in documents rather than seats or features, so the only question is how many quotes you send in a month.

No. Every plan includes unlimited users, so the bill does not change when your spouse starts invoicing or you take on an apprentice. That is the biggest difference from most tools aimed at this market, where a second login is the start of a per-seat line that grows with your headcount.

You can use it on its own. The «Try it now» button opens the editor in a browser tab — no CRM, no install, no migration. The Pipedrive and monday.com integrations exist for companies already running one of those and put the editor inside the deal or board item. Plenty of small companies never need that and use only the editor.

Nothing to install; it runs in the browser on a laptop, tablet or phone. The honest answer on time is that your first document takes as long as it was going to anyway, because you are deciding what goes in it — the saving starts on the second, when you open the first as a template and change only what differs.

That is a good deal of the point. Cover pages, your logo and colours, photo galleries, structured pricing tables and a signature block are blocks you insert, and the example documents on this site are the output rather than mock-ups. A customer comparing you with a bigger company sees a comparable document, which is the cheapest competitive advantage available to a company your size.

Yes. It runs in the browser on a phone or tablet, so you can build or amend the quote in front of them and ask for the signature before you leave. Signatures carry email verification, a timestamp and an audit trail, and you can see when the document is opened — more than you learn from a quote sent as a photo in a text.

Yes, in one click and with every line carried across. The same lines also raise the materials order. In a company where the person quoting is the person invoicing, this is where the hours genuinely come back — nothing is retyped, and the invoice cannot quietly drift from what the customer approved.

No. ExtraflowDoc does no bookkeeping, connects no bank accounts, runs no payroll, profit and loss, GST/HST or tax filings, and does not integrate directly with accounting packages — the native integrations are Pipedrive and monday.com. It produces the documents; your accountant or your accounting software still does the sums. If you want one tool for both, this is not it.

No to both. There is no card payment, no payment link and no bank transfer built into the document, and nothing that sends reminders or escalates an overdue invoice. You can put your payment details and terms on the invoice — the example documents do — but collecting and chasing stay where they are today.

Briefly: an estimate is a reasoned figure you can revise, a quote is a firm price you will stand behind, and a proposal argues for the work before it shows the price. All three are document types from the same editor, so the practical answer is to look at the examples — the flooring estimate, the painting quote and the roofing proposal are all on this site — and copy whichever matches the conversation you are actually having.