Pricing
Priced by the size of your team, not by how much you quote.
Quotes, revisions, orders, documents and customer history are unlimited on every plan.
Starter
$49per month
For small teams putting their customer records in one place for the first time.
Get startedIncludes
- Up to 3 users
- Unlimited customers
- Quotes with full revision history
- Order tracking
- 10 GB document storage
- Global search across everything
- Email support
Professional
Most Popular$175per month
For growing quotation-heavy businesses with a team that works the same accounts.
Get startedEverything in Starter, plus
- Up to 15 users
- 100 GB document storage
- Internal notes and mentions
- Full customer activity timeline
- Quote approval tracking
- Saved views and filters
- Data import assistance
- Priority email support
Business
$497per month
+ $1,500 one-time setup fee
For larger teams that need advanced workflows, integrations and hands-on onboarding.
Talk to usEverything in Professional, plus
- Unlimited users
- 1 TB document storage
- Advanced integrations
- Automation options
- Custom onboarding
- Migration of existing customer records
- Priority support with named contact
- GoHighLevel Integration
- Google Drive Integration
- Dropbox Integration
- Microsoft 365 Integrations
- Salesforce Integration
- Make Integration
- Zapier Integration
- API Access
Prices are per company, billed monthly. Cancel any time.
Pricing questions
The things people ask before signing up.
Is there a contract?
No. Plans are billed monthly and you can stop whenever you want. Your data stays exportable.
What happens if we outgrow a plan?
Move up at any point. Everything you have already stored comes with you — nothing is re-imported.
Do you charge per quote or per document?
No. Quotes, revisions, orders and notes are unlimited on every plan. Only users and storage differ.
More questions? Read the full FAQ.