IndustriesSales teams
Sales team quoting software that keeps every quote in one place
Give the team one catalog and one set of terms, see every quote and its status in one list, and let follow-ups go out on their own instead of depending on who remembers.
Free plan, no credit card needed.
Team quotes
New quote- Q-5120Lakeside Dental Group$11,892.00viewed
- Q-5119Mercer & Lowe LLP$7,420.00approved
- Q-5117Riverbend Schools$23,150.00sent
- Q-5116Fairview Clinic$4,180.00approved
- Q-5112Oakmont Realty$9,650.00declined
Quote win rate
47%
What slows sales teams down
The problems, and how Quotup handles them
Quotes live in five different inboxes
When a rep is out, nobody can tell what was quoted, at what price, or whether the customer answered.
With Quotup: Every quote is in one shared list with its status and timeline, and each customer's quotes and invoices are on their page.
Every rep's quote looks different
Old templates, different terms, prices from last year. Customers notice, and so does your margin.
With Quotup: One catalog sets the prices and one set of default terms goes on every quote. Quotes are numbered automatically and look the same no matter who sends them.
Follow-up depends on who remembers
Most quotes that are lost are never followed up, not turned down.
With Quotup: Automatic follow-ups go out after 3 and 7 days, and anyone on the team can send one by hand from the quote.
Managers can't see what's happening
Pipeline reviews turn into everyone scrolling through sent mail.
With Quotup: Reports show your quote win rate and revenue by month, and the audit log records who created, edited or sent each quote.
A worked example
Example: a multi-unit equipment quote
An office equipment dealer quotes three printers for a dental group. A rep builds it, the sales manager adjusts the discount, and finance invoices it, all on the same quote.
- 1
The rep picks the customer and adds printers, installation and service plans from the shared catalog.
- 2
The sales manager opens the draft and adds an 8% multi-unit discount on the whole quote.
- 3
The rep sends it. The timeline shows when the practice manager opens it.
- 4
No answer after 3 days, so Quotup sends a follow-up. They approve and sign the next morning.
- 5
Finance converts it to an invoice, which syncs to QuickBooks Online. The audit log shows each step.
Brightline Office Systems
Quote Q-5120 for Lakeside Dental Group
| Item | SKU | Qty | Price | Amount |
|---|---|---|---|---|
| Multifunction color printer, X450MFP-X450 | MFP-X450 | 3 | $2,890.00 | $8,670.00 |
| Installation and network setupSVC-INST | SVC-INST | 3 | $180.00 | $540.00 |
| Annual service planSVC-ANN | SVC-ANN | 3 | $420.00 | $1,260.00 |
| Toner starter packTNR-450 | TNR-450 | 3 | $260.00 | $780.00 |
- Subtotal
- $11,250.00
- Multi-unit discount (8%)
- -$900.00
- Sales tax (6.625%)
- $685.69
- Total
- $11,035.69
Expires in 30 days
Activity
- Quote sentMon 9:40 am
- Viewed by the customerMon 1:15 pm
- Follow-up (3 days)Thu 9:00 am
- Signed and approvedFri 8:52 am
An example quote as it appears in a Quotup account. Names and prices are illustrative.
Features
What matters most for sales teams
Roles for the whole team
Invite teammates as owners, managers, staff or view-only, so finance can look without editing.
Follow-ups and viewed tracking
Know when a quote is opened and let reminders go out automatically.
Win rate and revenue
See how many quotes the team wins and how much revenue comes in each month.
One set of terms
Default terms and conditions go on every quote, so nobody sends last year's version.
API and QuickBooks
Create quotes from your other tools with the REST API, and sync invoices to QuickBooks Online.
Is it right for you?
Where Quotup fits, and where it doesn't
A good fit for
- Sales teams of two to ten people quoting products and services to businesses
- Companies that want consistent quotes without a heavy CPQ rollout
- Teams who invoice once the quote is approved
Not built for
- A full CRM: lead scoring, pipeline stages or email sequences
- Per-rep quotas or commission tracking
- Approval rules that require a manager to sign off on discounts
How many people can use one account?
It depends on the plan. The Free plan is for one person, and paid plans add teammates. See the pricing page for current limits.
Can someone see quotes without being able to change them?
Yes. Invite them as view-only. Staff can create and send quotes, managers can also delete and adjust payments, and owners look after the plan and billing.
Can I see who changed a quote?
Yes. The audit log records who created, edited, sent or deleted quotes and invoices, and when.
Does Quotup replace our CRM?
No. Quotup handles quotes, invoices and payments. Keep your CRM for leads and pipeline stages, and use the REST API to create quotes from it if you want them connected.
Can customers approve without logging in?
Yes. They open the link in the email, review the quote, sign and approve. No account or download needed.
Guides for sales teams
Comparisons5 min read
Best Quoting Software for Small Businesses in 2027
The best quoting software for small businesses, compared by who each tool is really for: field service suites, contractor apps, proposal tools, accounting add-ons and simple quote-to-payment apps.
Guides5 min read
How to Create a Professional Business Quote
A step-by-step business quotation guide: what to include, how to price and lay out each line, which terms to add, and how to send a quote customers can approve quickly.
Quoting software for sales teams, free to start
Set up your catalog, send your first quote and get it approved online today.