Frequently asked questions

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

Each plan sets limits on users, products, and monthly quotes, jobs, and tickets. See the pricing page for the full breakdown.

Not at this time. If you're interested, reach out — we're happy to talk founding-shop pricing.

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

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.

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

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

Connect your own Stripe account and a card option appears on your invoices — the funds go straight to you.

Straight into your own account or payment processor. Quotra never holds or routes your funds.

Never. Every processing fee is billed straight from your processor — Quotra adds zero markup.

Yes. Require a deposit or a percent-down as part of the quote-approval flow — your customer approves and pays the deposit up front, with the balance due later.

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

No. Your customers, pricing, and order history are sealed off from every other shop on the platform.

Never. Your data is yours — we don't share or sell it, full stop.

You do. Bring your own catalog and pricing, and your supplier relationships stay yours — we never step between you and your suppliers.

Yes — continuous backups with point-in-time recovery. Every change is captured through write-ahead-log archiving, so at most a few minutes of data is ever at risk. Backups are kept in off-site, geo-redundant storage alongside a separate nightly backup, and we test restores monthly.

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

Build quotes, and pull up the jobs and quotes lists to check summaries and statuses on the go.

Reps sign in with their email and password at /login (or your shop's login page) — the same way as on the web. The login page works on any mobile browser.

Yes. Each team member is assigned a role that scopes their access — an owner has full control, managers get broad administrative access, staff can build quotes and view their own work, and support roles are limited to tickets and a narrow slice of the app.

Device-trust approval is on the way.

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.

Yes — import your catalog by CSV (Pro plans and up) with column mapping for wholesaler exports, or add products by hand on any plan.

Bring your own catalog and pricing. CSV import with column mapping handles exports from common wholesalers.

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

Yes — import your customers and products so nothing gets left behind in the move.

Personal, corporate, non-profit, and internal jobs, side by side. Non-profits skip tax automatically, and corporate jobs add a configurable contract.

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.

No. The owner is always in control — no auto-quoting, auto-responding, or AI-approved proofs.

Archive completed quotes, jobs, and invoices so your workspace shows only what is active — every historical record stays one click away.