Pricing
Simple, per-seat pricing.
Every plan includes a 14-day free trial — no credit card required to start. Billed monthly, per user, cancel anytime.
Core
$29/ user / mo
- 50 clients
- Basic analytics
- Automated sequences
- 25 proposals & e-signatures / mo
- Unlimited invoices
Pro
$79/ user / mo
- 500 clients
- Standard analytics
- Automated sequences
- 75 proposals & e-signatures / mo
- Unlimited invoices
Agency
$149/ user / mo
- Unlimited clients
- Deep analytics
- Automated sequences
- Unlimited proposals & e-signatures
- Unlimited invoices
Prices in USD, billed monthly per user. Applicable taxes may be added.
What it costs to get paid
There is no setup fee and no monthly fee to accept payments through QuoteHQ. Standard per-transaction processing fees apply, and QuoteHQ’s dual pricing is designed so you receive your quoted base price.
Bank transfer (ACH)
Settles at your base price. Your client pays exactly what you quoted.
Card
With dual pricing enabled, the card price is set so that after a processing fee of 4% + $0.30 per transaction, you still receive your base price. Your client sees a single card price; there is no separate surcharge line.
Payments are processed by Finix in connection with our payments partner Thryve. QuoteHQ never stores full card numbers or bank credentials. Refunds, chargebacks, and disputes on your invoices are handled under the payment processor’s and card networks’ rules. Your use of dual pricing must comply with applicable law and card-network rules in your jurisdiction. Merchant payment accounts are provided under Finix’s terms of service and merchant agreement, accepted during onboarding, and approval, settlement timing, and reserves are determined by the payment processor and its sponsor bank.
Frequently asked
Do I need a credit card to start?
No. Every plan starts with a 14-day free trial and no payment method is required. You add a payment method when you're ready to continue on a paid plan.
How does per-seat pricing work?
You're billed monthly, in advance, for each user (seat) in your organization at your plan's rate. Adding a seat mid-cycle may be prorated for the rest of the current period; removing a seat takes effect at your next renewal.
Can I cancel anytime?
Yes. Cancellation is self-serve from your account settings and takes effect immediately. There's no partial-period refund for a cycle already in progress, and you can resubscribe anytime.
What counts as a client?
A client is a converted customer record in your CRM. Core includes up to 50 clients and Pro up to 500; Agency is unlimited. Leads don't count toward the client limit.
What are the proposal limits?
Plans include a monthly cap on published proposals (25 on Core, 75 on Pro, unlimited on Agency). Drafting and AI iteration are free, and e-signatures ride the published proposal. Invoices are unlimited on every plan.
Is there a fee to accept payments?
There's no setup or monthly fee to accept payments. Standard per-transaction processing fees apply to card and bank payments — see 'What it costs to get paid' below.
Try QuoteHQ free for 14 days.