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Quotely
What it is
Quotely is a free, browser-based application for creating, sharing and tracking professional quotations. It is designed for quotation work, not invoicing or ERP. Its visual template builder lets users arrange text, number, image, option and formula fields using drag-and-drop. Formula fields 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 share browser links that clients can view without an account. Links may be protected with 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. During early access, the Free plan is listed as forever free, with unlimited templates and quotations, PDF export, online sharing, customers and products, a formula engine and an industry template library. The maker says paid plans will be introduced later. Quotely is an online service by default; requests for intranet, offline or on-premise deployment will be reviewed.
For and against
For
- Free plan lists unlimited templates and quotations.
- Formula fields calculate discounts and tax.
- Clients can view shared quotes without accounts.
- Share links can require an access code.
Against
- It is for quotations, not invoicing or ERP.
- The default product is an online service.
- Paid plans are planned for later.
The verdict
Quotely focuses on building and sharing quotes rather than broader finance or business management. Its early-access free plan includes the core quotation tools, while alternate deployment requests are reviewed individually.
Who it suits
Quotely suits sales teams and estimators who prepare and share quotations in the listed industries. It may also suit users who want reusable customer and product records, formula-driven totals and view tracking.
Plans and prices
Free
Unlimited templates & quotations · PDF export & online sharing · Customers & products · Formula engine
Read 4 Oct 2026 · quote.comtools.cn
On the record
- Customer and product records
- Users can reuse contacts and catalog items when creating quotations.quote.comtools.cn · read 4 Oct 2026
- Data handling
- The privacy policy says Quotely stores account details, quotation and template content, share-link tokens, and security and diagnostic logs.quote.comtools.cn · read 4 Oct 2026
- 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.quote.comtools.cn · read 4 Oct 2026
- Deployment
- The default product is an online service, and the maker says it will review requests for intranet, offline, or on-premise deployment.quote.comtools.cn · read 4 Oct 2026
- Early access limits
- During early access, the maker says there are no template or quotation caps and paid plans will be introduced later.quote.comtools.cn · read 4 Oct 2026
- Exports and sharing
- Quotely exports print-ready PDFs and lets users share quotations through browser links that clients can view without an account.quote.comtools.cn · read 4 Oct 2026
- Pricing formulas
- Formula fields calculate quantities, unit prices, discounts, tax, and summary lines automatically.quote.comtools.cn · read 4 Oct 2026
- Purpose
- Quotely is a browser-based web application for creating professional quotations; it is not an invoicing or ERP system.quote.comtools.cn · read 4 Oct 2026
- Sharing controls
- Share links can optionally require an access code, and users can track view counts.quote.comtools.cn · read 4 Oct 2026
- Support
- The maker lists [email protected] for product questions, privacy requests, and deployment inquiries.quote.comtools.cn · read 4 Oct 2026
- Templates
- Its visual template builder supports drag-and-drop text, number, image, option, and formula fields.quote.comtools.cn · read 4 Oct 2026
- Use cases
- The maker names sales teams and estimators in trading, manufacturing, construction, agencies, and IT services as intended users.quote.comtools.cn · read 4 Oct 2026
