Do I need a credit card to start?
No. Your 14-day free trial starts immediately when you register — no credit card required. You only pay when your trial ends and you choose a plan.
What happens after my 14-day trial?
You'll receive a reminder before your trial ends. You can upgrade to a paid plan to keep all your data and continue using QuoteFlow, or your account will be paused (data preserved for 30 days).
Can my clients sign contracts from their phone?
Yes. The entire client experience — viewing quotes, approving, signing contracts, and paying — works perfectly on mobile. Clients can draw their signature with their finger.
Can I use my own branding?
On the Company plan, client-facing documents (quotes, contracts, invoices, kickoff forms) show your company logo and branding only — no QuoteFlow branding.
Can I add team members?
Yes. Paid plans include a base number of users, then you can add more people for a small per-person monthly fee. Each member can be assigned roles: Admin, Manager, or Staff.
What industries is QuoteFlow for?
QuoteFlow works for any service business: digital agencies, software developers, freelancers, construction contractors, event planners, consultants, and more.
Can I import my existing clients and services?
Yes. You can manually add clients and build your service catalog, or contact our support team to help with bulk imports.
Is my data secure?
Your workspace is completely isolated from other tenants. All data is encrypted at rest and in transit. Signatures are stored securely with IP timestamps for legal proof.