One place to run the business.

If you haven't added a payment method by then, your account switches to read-only — you can still sign in and see everything, you just can't create or change anything until a card is added. Nothing is charged and nothing is deleted. We'll remind you a week before your trial ends and again the day before, and adding a card at any point (during or after the trial) turns everything back on immediately.

Each plan includes a set number of users — 2 on Core, 5 on Pro, and 10 on Agency. Each user beyond that is $29 a month. Pay monthly, or pay annually and save 20% on the plan; additional users are billed monthly either way. On a monthly plan, adding a user beyond your allowance part-way through a month is prorated for the rest of it. On an annual plan, your first additional user is charged the full monthly rate when added, and then monthly. Removing a user takes effect right away; the lower count applies from your next charge, with no credit for the current one.

Yes, and it's self-serve from your account settings. Your subscription stays active through the end of the term you've already paid for — you keep full access until then, it just doesn't renew. We don't refund or credit partial terms, and you can resubscribe anytime.

Not for 12 months. The rate you sign up at is locked for 12 months from the start of your first paid period, even if our published prices change in the meantime. After that your subscription renews at our then-current rates — and we'll email you at least 7 days before the amount you're charged changes, so you can cancel first if you'd rather.

Yes — when you connect QuickBooks Online, an import wizard brings your existing customers, catalog items, and accounts over, so you're not starting from a blank list.

The AR aging report exports to CSV on demand from your dashboard. Any invoice or payment that syncs to QuickBooks Online also lives in your QuickBooks file, not just QuoteHQ. A full account export beyond that isn't self-serve yet — contact us and we'll get you a copy.

Yes. Your organization is the controller of the leads, clients, proposals, and invoices you put into QuoteHQ — we process it on your behalf, isolated from every other organization on the platform. We keep it while your account is active and only as long as required after that; see our Privacy Policy for the retention details and how to request a copy or deletion.

A client is a converted customer record in your CRM. Core includes up to 100 clients and Pro up to 500; Agency is unlimited. Leads don't count toward the client limit. Users and clients work differently: you can always add a user, but at your plan's client limit you'll need to move up a plan to add more clients.

There's no setup or monthly fee to accept payments. Card and bank payments carry a standard per-transaction cost — see 'What it costs to get paid' below.