Basis

Priced for the team you are today.

No per-quote fees. No surprises. Unlimited line items on every plan.Start free, upgrade when you are ready.

MonthlyAnnualSave 20%

Starter

For individuals exploring structured quoting.

$0free forever
  • 1 user
  • 5 active quotes
  • Core quote builder
  • PDF export (watermarked)
  • Community support
Get started free

Team

For growing teams that need collaboration and polish.

$49/mo
  • Unlimited quotes & proposals
  • Gantt scheduling
  • Engagement kanban
  • Rate library
  • Role-based permissions
  • White-label PDF & XLSX export
  • Email support (24h response)
  • HubSpot + QuickBooks integrations
Start 14-day trial
Most popular

Scale

For compliance-heavy teams that need enterprise controls.

$99/mo
  • Everything in Team
  • SSO (SAML / OIDC)
  • Audit log + SIEM forwarding
  • Dedicated database
  • SBIR opportunity auto-pull
  • AI assist (line items, narratives)
  • 99.9% SLA
  • Priority support (4h response)
  • Deltek, Unanet, Jira, Salesforce
Start 14-day trial

Enterprise

For organizations with air-gap, compliance, or self-host requirements.

Custom
  • Self-host license (on-prem / VPC)
  • Air-gap & IL4 deployment
  • Custom SSO + SCIM provisioning
  • DPA + BAA available
  • Dedicated customer success manager
  • Data migration assistance
  • 99.95% SLA
Contact sales

All plans include unlimited clients, unlimited line items, and SOC 2 controls. Monthly billing is available at +20% of the annual price.

Compare plans

Feature-by-feature breakdown

Find the right tier for your team.

FeatureStarterTeamScaleEnterprise
Users1Up to 25UnlimitedUnlimited
Active quotes5UnlimitedUnlimitedUnlimited
Quote builder
Proposal generator
Gantt scheduling
Engagement kanban
Rate library
PDF exportWatermarkedWhite-labelWhite-labelWhite-label
XLSX export
Role-based permissions
SSO (SAML / OIDC)
Audit log + SIEM
Dedicated database
SBIR auto-pull
AI assist
Compliance checks (FAR/DFAR)
HubSpot + QuickBooks
Deltek / Unanet / Jira / Salesforce
Custom SSO + SCIM
Self-host / air-gap
DPA + BAA
SLA99.9%99.95%
SupportCommunityEmail (24h)Priority (4h)Dedicated CSM
SOC 2 controls
FAQ

Frequently asked questions

Everything you need to know about pricing and billing.

Yes. Upgrades take effect immediately and we prorate the difference. Downgrades take effect at the end of your current billing cycle so you never lose access mid-period.

Never. All paid plans include unlimited quotes, proposals, and line items. We only charge per seat and per tier.

A user is anyone who can create or edit quotes. Viewers (read-only access to shared quotes and proposals) are free and unlimited on all plans.

You get full access to the Team or Scale tier for 14 days with no credit card required. At the end of the trial you can subscribe or your workspace drops to the Starter plan.

Enterprise pricing is based on your deployment model, seat count, and compliance requirements. We offer annual contracts with volume discounts. Contact our sales team for a custom quote.

Yes. Teams with 50+ seats automatically qualify for volume pricing. Contact sales and we will build a custom package.

All plans run with SOC 2 controls, encryption at rest and in transit, and automatic backups. Scale and Enterprise tiers add dedicated databases, audit logging, and SIEM integration for full compliance.

Absolutely. Monthly billing is available on all paid plans at a 20% premium over the annual rate. You can switch between monthly and annual billing at any time.

Ready to ditch the spreadsheets?

Start your 14-day free trial today. No credit card required.