Help Center
Everything you need to get the most out of QuoteFlow AI. Can't find what you're looking for? Contact our support team.
Getting started
- Create your account. Sign up with your email address, then verify it using the link we send you.
- Complete your business profile. From the Business tab, add your business name, address, currency (USD or CAD), and tax rate. This appears on every quote and PDF.
- Add your customers. Save your cleaning clients in the Customers tab so you can quote them in seconds.
- Create your first quote. Use the step-by-step guide below — you'll have a professional quote ready in minutes.
Creating a quote
Go to Quotes → New quote to get started. Choose a customer, set the issue and expiry dates, and pick a currency.
Add one or more service items — a description, quantity, unit (for example hr), and unit price. You can apply an overall discount and add notes and terms that will appear on the delivered quote.
Use the AI assist feature to generate or polish descriptions. The final total is always computed on the server and can never be altered by the AI.
Editing a quote
Open any quote from the Quotes list and select Edit. You can update dates, items, pricing, discounts, notes, and terms at any time.
Customers who have already been sent a shared link will always see the latest version of the quote, so you can revise a price and re-share the same link.
Downloading PDF
Open a quote and click Download PDF. The PDF includes your business branding — name, logo, and details — plus every line item, discounts, taxes, and the final total.
PDFs are generated server-side and are print-ready, so they look identical on every device and email client.
Subscription & billing
New accounts get a 5-day free trial with 200 quotes and 200 AI assists. After the trial, choose from:
- Free — up to 3 quotes/month.
- Basic — up to 200 quotes/month.
- Business — unlimited quotes.
Upgrades happen in the Billing tab through secure Stripe checkout. You can upgrade, cancel, or manage your payment method there — QuoteFlow AI never stores card details. Cancelling keeps your access until the end of the current billing period.
Email verification
After signing up, check your inbox (and spam folder) for a verification link. If the link has expired or you didn't receive it, request a new one from Settings.
Verification is required once per account. If you're still having trouble, visit the contact page and we'll re-send it for you.
Frequently asked questions
Still need help?
Our support team typically replies within 1-2 business days.
Contact support