Quoting & invoicing for makers and field teams

Quote it. Make it.
Get paid your way.

In the maker community, custom work runs on a spreadsheet here, an email thread there, a sticky note somewhere — and things slip. Quotra puts the whole job in one place: quoting, collaborative design review, two-way messaging with your customer, production updates, and invoicing — with a complete, archived history of everything.

The Quotra dashboard — revenue, 54% quote conversion, and live quote and job pipelines
Quotra product catalog with per-user favorites
Built by a maker, for makers · print · engraving · crafts · resale · field service · anything custom

Everything to go from quote to paid — nothing you don’t need

One dashboard, the whole picture

See where everything stands across quoting, production, and invoicing at a glance — with a live read on revenue and conversions and a snapshot of every product catalog.

Every customer, quote, and job in one place

Keep each customer’s full history — every quote and every job — together in one record. Moving from another tool? Import your customers and data in a few steps so nothing gets left behind.

Collaborative proofs — no logins to manage

Send a secure portal link — no account for your customer to create and none for you to manage. They upload their own art, logos, and reference images, trade notes with your team, and approve each proof. Iterate right there until it’s exactly right.

Jobs built for how you work

Run personal, corporate, non-profit, and internal jobs side by side. Non-profits skip tax automatically; corporate jobs add a configurable contract to meet your shop’s legal needs. Customers stay in the loop through their portal — production updates, promise-date changes, and more.

Shop tasks, tracked

A built-in ticket board for the work behind the work — reorder inventory, schedule machine maintenance, and coordinate the outside vendors who help you finish a job, so nothing slips through the cracks.

Payment freedom

Zelle, Venmo, PayPal, Square, or Stripe card — your customers pay where they’re comfortable. No second take-rate on your money. And we never tack on payment-processing charges — every fee is pass-through, billed straight from your processor with zero platform markup.

Mobile point-of-sale

At a trade show, a job site, or a chance meeting away from your laptop — pull out your phone, build a quote in a few taps, and turn it into a paid invoice before the customer walks away.

Your data, private by default

Your customers, pricing, and order history belong to you alone — sealed off from every other shop on the platform, never shared or sold. And it stays fast no matter how big your catalog grows.

Your supplier relationships stay yours

Bring in your own catalog and pricing whenever it suits you. We never step between you and your suppliers, and we never sell your data — those relationships stay yours, not ours.

Archive the past, focus on the present

Tuck completed quotes, jobs, and invoices into the archive so your workspace shows only what’s active — while every historical transaction stays one click away whenever you need it.

The Quotra lifecycle

From collaborative quote to finished, paid order — your customer follows along.

Custom work isn’t a single “job.” Quotra mirrors how it really happens: you and your customer shape the design together in Design Review, you capture time, materials, effort, and shipping accurately as you go, and everyone sees exactly where the order stands — the same live tracker your customer sees.

Quote Sent
Order Confirmed
3
Design Review
4
In Production
5
Fulfillment
6
Complete

Between Order Confirmed and Design Review, you and your customer loop as needed — ask questions, share art & graphics, and approve each proof — until it’s right. (v2 sent — your review needed.)

Paid: $245.00 of $612.0040% · deposit received
TimeMaterialsEffort / laborShipping↑ captured accurately at every step

Plans for every shop

See full pricing →
Side Shop
$19/mo
Solo and just getting started.
Pro Shop
$49/mo
Full-time, running on wholesale catalogs.
Premier Shop
$99/mo
Established shop with a field team and serious catalog depth.
Enterprise Shop
Custom
Multi-location or high-volume operations.

Questions, answered

How much does Quotra cost?+

Side Shop is $19/mo, Pro Shop $49/mo, and Premier Shop $99/mo; Enterprise is custom. Every plan is monthly — cancel anytime.

Can I cancel anytime?+

Yes. Plans are monthly with no contract, and you keep access through the end of your paid period.

What's your refund policy?+

Refunds are handled on a whole-month basis, and your access stays active through the end of that period. See our Refund & Cancellation policy for details.

How do my customers pay me?+

Your customers can pay by Zelle, Venmo, PayPal, Square, cash, check, or card through Stripe — whatever they're comfortable with.

Does Quotra take a cut of my sales?+

No. You connect your own Stripe account and keep 100% of every sale. Processor fees are pass-through, with no platform markup.

How is my data protected?+

Every shop is isolated at the database layer with Postgres row-level security, so one shop's data can never cross into another's.

Is there a mobile app?+

Yes — a mobile web surface at quotra.shop/m, with no app-store download, built for your team at the point of sale.

How do I get started?+

After you sign up, a dashboard checklist walks you through your business profile, products, and your first quote. Most shops are up and quoting in under 10 minutes.

Do my customers need an account?+

No. Your customer gets a secure portal link — nothing to download, no login to create or manage on either side.

How do proofs and approvals work?+

Send your customer a portal link. They upload their own art, logos, and reference images, trade notes with your team, and approve each proof — you iterate right there until it's exactly right.

Start quoting in the time you actually have.