QuoteMan is a cloud-based quotation management software designed to help businesses create, manage, track, and convert quotations efficiently. It simplifies the entire quotation process, from pricing to approval and Automation. Watch this video to know more

You can get started by signing up (free trial) or by contacting us via our Contact Us page. We provide phone numbers and email addresses, and our support or sales team will help onboard you, answer your queries, and assist with setting up.

QuoteMan is ideal for B2B companies, service providers, manufacturers, or any business that issues formal quotations or Proforma invoices as part of their sales process. If your business issues multiple quotes, customization, or branded proposals, QuoteMan can streamline that workflow.

No, QuoteMan is very easy to use. It takes very less time to learn to use QuoteMan. You can learn how to use QuoteMan from our support page.

No, QuoteMan is a web-based software. You only need a browser and an internet connection to use QuoteMan

QuoteMan is supported by Google Chrome, Mozila Firefox, Microsoft Edge, and Safari.

No. QuoteMan is a web-based, browser-accessible application, hence you cannot install it on your system

Yes. QuoteMan works on phones, tablets, and desktops.

QuoteMan is ideal for small businesses, startups, SMEs, and enterprises that regularly generate quotations and proforma invoices. It is suitable for businesses such as trading & distribution, service providers and manufacturers

QuoteMan eliminates manual quotation errors, improves turnaround time, ensures pricing consistency, enhances professionalism, helps businesses track quotation performance and conversions, and increased sales efficiency

Yes, QuoteMan is regularly updated with new features, improvements, and security enhancements. Our team is constantly working to add new functionalities in QuoteMan. If you have any suggestions, please feel free to add them here: (feedback page link)

Yes — QuoteMan provides a 30-day free demo usage so that all users can try key features before committing. When you sign up, you also get a free call from our team to help you understand the software and its usage.

QuoteMan is a quotation management system that helps sales teams generate professional, branded, standardized quotations quickly and consistently. It reduces manual errors, improves efficiency, and helps maintain consistent branding across quotes.

Yes. You can add and manage upto 10 terms and conditions. You can use this feature to segment the T&Cs on the basis of items, customers or brands. Basically, it helps you in saving time and being more accurate with your quotations by selecting the pre-made T&Cs. (Watch this video to know more.)

Yes, you can add the same item multiple times or update quantities as needed.

Yes, QuoteMan lets you convert quotations into Proforma Invoices in just a few clicks. To know more, watch this video.

Currently we are working on multi-currency quotations, this feature will be availble soon.

Unlimited quotations or proforma invoices can be made on QuoteMan.

Yes, quotations can be downloaded and saved as PDF files locally on your system.

Certainly! You can apply your own branding (logo, footer), tailor line items, include multiple terms & conditions, and chose from multiple templates to suit your business style. This ensures all quotes are consistent and professional.

Certainly! SalesIQ provides in-depth analytics and reporting tools that give you insights into chat performance, visitor behavior, and customer satisfaction. These analytics empower you to make data-driven decisions and optimize your sales strategy.

Yes, you can attach your company profile to quotations. QuoteMan allows you to attach company related documents either at the time of creating quotation or by default in all quotations.

Yes, signatures and company stamps can be added from the profile section. This feature lets you insert your signature and company stamp on every quotation and proforma invoice that you create on QuoteMan so you need to do it seperately. We are also planning to introduce add digital signature in your quotations using DSC. Sign up our newsletter to stay tuned for this feature or follow us on Instagram.

Yes, we have given a provision to add an image in the footer of every quotation page. This image can contain data about your company, products, brands etc. Feel free to contact us for such services. Our creative team can create upto 2 images free of cost for our paid users.

Yes, QuoteMan lets you import items & customers data in bulk

Yes, QuoteMan allows you to filter data and then export in excel. Checkout this video to know more.

Our team is working constantly to offer integration with other softwares. As of now, we are not offering any integrations, but there are a few in the pipeline.

Yes, you can plan and set follow-ups on QuoteMan. You get to send reminders on WhatsApp & E-mail at your choice of date and time

Yes, QuoteMan lets you see the sales and payment status of your quotations. Your sales team can update the sales status on the respective quotations and the same gets updated everywhere, so the admin or the branch manager dont need to call every user individually.

Yes, the admin can assign roles and permissions to control user access from the settings.

Yes, QuoteMan supports quotation approval workflows. Watch this video to know more.

The admin can make unlimited users can be make on QuoteMan.

Unlimited branches can be made in QuoteMan.

Yes. Tasks can be assigned to team members. (Watch this video to learn how)

Unlimited WhatsApp messages! Yes you heard that right, You can send unlimited quotations, reminders via WhatsApp messages through QuoteMan.

Unlimited mails! Yes you heard that right, You can send unlimited quotations, reminders via mails through QuoteMan.

QuoteMan uses secured servers, 64-bit encrypted communication (SSL/TLS), access control, and regular backups. Only authorized users within your organization can access your quotes.

QuoteMan uses secure servers, 64-bit encrypted communication (SSL/TLS), access control, and regular backups. Only authorized users within your organization can access your quotes. Your data is protected from unauthorized access.

Yes, you can upgrade or downgrade your subscription tenure anytime.

Yes, subscriptions can be canceled as per the cancellation policy.

QuoteMan is available only as a subscription. One-time purchase is not available.

Once you cancel our subscription 😭, you will receive a confirmation mail for the same. The refund for the unused period will be initiated and paid in around 7 working days.

We retain your data on our secured servers for 30 days after which your data gets deleted permanently.

Referral discounts are available. If the referred person becomes a paid user of QuoteMan, you will get a credit note of 15% on your renewal. However, if the referred user decides to cancel the subsription, the discount will be waived off.

Yes, QuoteMan offers a 30 day free trial. Click here to sign up now!

We offer subscription-based pricing (monthly, quarterly, or yearly) with a single edition. The features remain the same throughout.
Click here to know more.

Yes. We provide onboarding and training support. We also have a line of easy to understand videos of QuoteMan. Click here to watch

We offer support via email or phone, help documentation, and potentially live chat or a ticket system. Case studies and customer feedback pages reflect how we’ve helped clients in real scenarios. We are also coming up with our YouTube channel with short how-to-use videos to help you navigate the software.