Quoting software for small business

It is software that turns a job you have priced into a document a customer can accept: itemised lines, photographs, terms and a signature, exported as a PDF. For a small business the useful definition is narrower than the feature list — it is whatever gets a professional-looking quote out the same day you visited, without a spreadsheet, a designer, or an evening.

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

Paid plans start at USD $14.99/month for 20 documents and go up by volume from there — USD $24.99 for 35, and on. You are buying document capacity, not seats or features, so the question is only how many quotes you send in a month.

No. Every plan includes unlimited users, so the bill does not change when your partner starts doing the invoicing or you take on an apprentice. This is the single 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 businesses that already run one of those, and they put the editor inside the deal or board item. Plenty of small businesses never need that and only ever use the editor.

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

That is most of the point. Cover pages, your logo and colours, photo galleries, structured pricing tables and a signature block are all blocks you drop in, and the document examples on this site are the output rather than mock-ups. A customer comparing you against a larger firm sees a comparable document, which is the cheapest competitive advantage available to a business your size.

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

Yes, in one click, with every line carried over. The same lines also raise a purchase order for materials. For a business where the person who quotes is the person who invoices, this is where the hours actually come back — nothing gets re-keyed, and the invoice cannot quietly disagree with what the customer agreed to.

No. ExtraflowDoc does not do bookkeeping, bank feeds, payroll, profit and loss, or VAT and tax returns, and it does not integrate directly with QuickBooks or Xero — the native integrations are Pipedrive and monday.com. It produces the documents; your accountant or accounting software still does the accounts. If you are looking for one tool to replace 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 the money and chasing it stay wherever they are now.

Roughly: an estimate is a considered guess you may revise, a quote is a fixed price you will stand behind, and a proposal argues for the work before it shows the price. All three are document types in 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.