Frequently Asked Questions

Everything you need to know about Quotely

General Questions

What is Quotely?

Quotely is an AI-powered quotation intelligence platform that helps businesses create professional quotations, proposals, and sales documents in seconds. Using advanced AI technology, Quotely transforms your customer requirements into detailed, professional quotes automatically.

Who can benefit from using Quotely?

Quotely is perfect for service businesses, freelancers, contractors, agencies, consultants, and any business that regularly creates quotations. Whether you're in construction, web development, digital marketing, printing, events, or any service industry, Quotely can help you create professional quotes faster.

Do I need technical knowledge to use Quotely?

Not at all! Quotely is designed to be user-friendly and intuitive. Simply describe what your customer needs in plain language, and our AI will handle the rest. No technical skills or training required.

Pricing & Credits

How does pricing work?

Quotely uses a pay-as-you-go credit system. There are no monthly subscriptions or recurring fees. You simply purchase credit packs when you need them. We offer three packs: Starter (₱199 for 150 credits), Professional (₱499 for 550 credits), and Business (₱999 for 1,500 credits).

How do credits work?

Each AI-powered action consumes a specific number of credits:

  • Generate Quote: 5 credits
  • Generate Proposal: 8 credits
  • Regenerate AI: 3 credits
  • Export PDF: 1 credit
  • AI Negotiation: 4 credits
  • AI Pricing: 3 credits

Do credits expire?

No! Your credits never expire. Use them whenever you need them, at your own pace. This gives you complete flexibility and ensures you get full value from your purchase.

Do I get any free credits?

Yes! Every new organization receives 10 free credits as a welcome bonus. This lets you try all features and generate quotes before purchasing any credits.

Can I share credits with my team?

Yes! Credits are shared across your entire organization. All team members use the same credit pool, making it easy to collaborate and manage costs.

Features & Functionality

How does the AI quote generator work?

Simply describe what your customer needs in plain language. Include details like the project scope, budget, and timeline. Our AI analyzes your input and generates a complete quotation with scope of work, deliverables, pricing breakdown, and terms & conditions.

Can I customize AI-generated quotes?

Absolutely! The AI provides a professional starting point, but you can edit every section of the quote before sending it to your customer. Adjust pricing, modify deliverables, or add custom terms as needed.

What are quote templates?

Templates are reusable quote structures for recurring services. Create templates for common projects, and the AI will use them to generate quotes faster. This ensures consistency and saves even more time for repeat business.

Can I track when customers view my quotes?

Yes! When you share a quote via link, you'll receive notifications when customers view it. This helps you follow up at the right time and close deals faster.

What file formats can I export quotes in?

Currently, Quotely supports PDF exports with three professional layouts: Modern, Professional, and Classic. You can choose the layout that best matches your brand.

Payment & Security

What payment methods do you accept?

We accept payments via SurePay Maya, which supports GCash, Maya, bank transfers, and major credit/debit cards. All payments are processed securely.

Is my data secure?

Yes! We take security seriously. All data is encrypted in transit and at rest. Your quotes, customer information, and business data are protected with industry-standard security measures.

Can I get a refund?

Due to the nature of digital credits, refunds are generally not available once credits have been added to your account. However, if you experience technical issues preventing you from using the service, please contact our support team.

Support

How can I get help if I have issues?

We're here to help! If you encounter any issues or have questions, you can reach out to our support team. We aim to respond to all inquiries within 24-48 hours.

Do you offer training or tutorials?

Quotely is designed to be intuitive and easy to use. When you first sign up, we provide an onboarding tutorial that walks you through the key features. The platform is straightforward enough that most users can start creating quotes immediately.

Still have questions?

Try Quotely free with 10 credits and see how it can transform your quotation process.

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