Quotely
quote.comtools.cn
What it is
Quotely is a browser-based application for building, sharing, and tracking professional quotations; it is not an invoicing or ERP system. Its visual template builder arranges text, number, image, option, and formula fields by drag and drop. Formulas can calculate quantities, unit prices, discounts, tax, and summary lines, while customer contacts and catalog items can be reused across quotes. Users can export print-ready PDFs or create browser links that clients can open without an account. Links can optionally require an access code, and view counts can be tracked. The maker identifies sales teams and estimators in trading, manufacturing, construction, agencies, and IT services as intended users. Quotely is online by default, though the maker says it will review requests for intranet, offline, or on-premise deployment. Its Free plan is billed Forever free at free and includes unlimited templates and quotations, PDF export and sharing, customer and product records, a formula engine, and an industry template library. Paid plans are planned for later.
Spec sheet
- Purpose
- Quotely is a browser-based web application for creating professional quotations; it is not an invoicing or ERP system.Read 4 Oct 2026 · quote.comtools.cn
- Deployment
- The default product is an online service, and the maker says it will review requests for intranet, offline, or on-premise deployment.Read 4 Oct 2026 · quote.comtools.cn
- Support
- The maker lists [email protected] for product questions, privacy requests, and deployment inquiries.Read 4 Oct 2026 · quote.comtools.cn
- Customer and product records
- Users can reuse contacts and catalog items when creating quotations.Read 4 Oct 2026 · quote.comtools.cn
- Data handling
- The privacy policy says Quotely stores account details, quotation and template content, share-link tokens, and security and diagnostic logs.Read 4 Oct 2026 · quote.comtools.cn
- Data privacy
- The maker says account data is isolated, it does not sell customer data, and staff access quotations only when support is requested and only as needed.Read 4 Oct 2026 · quote.comtools.cn
- Early access limits
- During early access, the maker says there are no template or quotation caps and paid plans will be introduced later.Read 4 Oct 2026 · quote.comtools.cn
- Exports and sharing
- Quotely exports print-ready PDFs and lets users share quotations through browser links that clients can view without an account.Read 4 Oct 2026 · quote.comtools.cn
- Pricing formulas
- Formula fields calculate quantities, unit prices, discounts, tax, and summary lines automatically.Read 4 Oct 2026 · quote.comtools.cn
- Sharing controls
- Share links can optionally require an access code, and users can track view counts.Read 4 Oct 2026 · quote.comtools.cn
- Templates
- Its visual template builder supports drag-and-drop text, number, image, option, and formula fields.Read 4 Oct 2026 · quote.comtools.cn
- Use cases
- The maker names sales teams and estimators in trading, manufacturing, construction, agencies, and IT services as intended users.Read 4 Oct 2026 · quote.comtools.cn
Plans and prices
Strong points and limits
Strong points
- Free plan includes unlimited templates and quotations
- Formula fields calculate tax, discounts, and totals
- PDF export and shareable browser links
- Clients can view links without an account
Limits
- Designed for quotations, not invoicing or ERP
- Online service by default
- Paid plans are planned for later
Who it suits
Quotely suits sales teams and estimators who need to prepare, share, and track quotations. The named industries include trading, manufacturing, construction, agencies, and IT services.
Verdict
Quotely combines reusable records, formula-driven templates, PDF export, and link tracking for quotation work. Its free plan is listed as unlimited during early access, while offline and on-premise requests are reviewed rather than standard deployment options.
Where Specifiction places it
- Sales Quoting Software#13 of 237.5