Question 1

What is QuotesFlow?

Accepted Answer

QuotesFlow is quote management software for product-based small and mid-sized businesses. It helps sales and purchasing teams request supplier prices, compare quotes, protect margin, and send customer quotes faster — without losing track of anything in spreadsheets or email.

Question 2

Who is QuotesFlow for?

Accepted Answer

QuotesFlow is built for product-based SMBs that resell or assemble items from multiple suppliers: industrial suppliers, IT and telecom hardware resellers, print and sign shops, promotional product distributors, small manufacturers, equipment and parts distributors, and custom product shops.

Question 3

How is QuotesFlow different from a CRM?

Accepted Answer

A CRM manages customer relationships and pipeline. QuotesFlow manages the operational workflow between a customer request and a final quote — supplier RFQs, cost comparison, margin calculation, and quote status. Most teams use both.

Question 4

Is QuotesFlow better than tracking quotes in a spreadsheet?

Accepted Answer

Spreadsheets are fine when volume is low and one person owns the process. As soon as multiple people quote, supplier responses pile up, or margin starts to slip, a shared system pays for itself. Read the full comparison in our guide: Quote Tracking Spreadsheet vs. Quote Management Software.

Question 5

Can I import my existing products, suppliers, and clients?

Accepted Answer

Yes. QuotesFlow supports CSV import for products, suppliers, and clients so you can move off spreadsheets in minutes instead of weeks.

Question 6

How does QuotesFlow protect my margin?

Accepted Answer

Margin is built into the quoting workflow. You land on current supplier costs, apply consistent markups, see margin in real time as you build the quote, and avoid the manual math that causes most margin leaks.

Question 7

Do you offer a free trial?

Accepted Answer

Yes. You can create an account and start managing supplier quotes immediately. For launch we are also offering special pricing on Starter, Growth and Power plans, plus two months free when you choose annual billing.

Question 8

How does pricing work?

Accepted Answer

We offer Starter, Growth, and Power monthly plans, with a discount for annual billing. See the full breakdown on the Pricing page.

Question 9

Is my data secure?

Accepted Answer

Your workspace data is isolated per account and protected with row-level security on the backend. Only members you invite to your workspace can see your quotes, suppliers, products, and clients.

Question 10

Can multiple team members collaborate in the same workspace?

Accepted Answer

Yes. Invite teammates to your workspace so sales and purchasing can work from the same supplier prices, quote history, and statuses — no duplicated RFQs, no lost emails.

Question 11

Does QuotesFlow handle supplier RFQs?

Accepted Answer

Yes. You can generate supplier request links for one or more suppliers, track responses, and compare prices and ETAs side by side before deciding what to quote your customer.

Question 12

Can I cancel anytime?

Accepted Answer

Yes. Plans are month-to-month or annual, and you can cancel from your billing settings at any time. See our Refunds policy for details.

Frequently Asked Questions