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QuoteRoom

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What QuoteRoom is

QuoteRoom is web-based sales proposal software for service businesses. It creates mobile-friendly quote pages, sends proposals, and automates follow-up after a quote is sent. Users can upload a PDF or Word document, or paste text, while its AI extracts the customer, price, and line items. Editable templates support a four-touch sequence of email and SMS reminders across 14 days; messages stop when the customer opens, replies, or signs. Customers can accept with one click and e-sign from the quote page. Optional Stripe deposits are available on the Pro plan. QuoteRoom can sit alongside QuickBooks, HubSpot, or a spreadsheet. It includes custom branding, built-in e-signatures, and online payment collection. Plans are paid, with a 14-day trial and no free plan. Start costs $79 a month, Growth $199 a month, and Pro $399 a month.

Who it suits

It suits tradespeople and small service businesses such as plumbers, electricians, contractors, painters, cleaners, and roofers. Consultants and agencies can also use it for proposal follow-up.

What it does well

  • AI extracts quote details from uploads or pasted text
  • Four-touch email and SMS follow-up sequence
  • One-click acceptance and mobile e-signing
  • Custom branding and online payment collection
  • Works alongside QuickBooks, HubSpot, or spreadsheets

What to know first

  • No free plan
  • Start includes one user
  • Stripe deposits require the Pro plan
  • Plans are paid subscriptions

Plans

PlanBilled and limitsPrice
Start$79/mo · 25 active quotes/mo · Email follow-up · Branded quote pages · 1 user$79 a month
Growth$199/mo · 100 active quotes/mo · SMS + email · Recovery campaigns · 3 users$199 a month
Pro$399/mo · Unlimited quotes · Multi-brand · Stripe deposits · 10 users$399 a month

As quoteroom.app lists them, read 12 Oct 2026. The maker's own page has the final word.

Verdict

QuoteRoom focuses on the stage between sending a quote and getting it signed. Its automated reminders, mobile signing, branding, and optional deposits combine proposal delivery with follow-up.

Facts from QuoteRoom's own pages

Acceptance and signing
Customers can accept a proposal with one click and e-sign it from a mobile-friendly quote page. · quoteroom.app, 12 Oct 2026
Custom branding
Yes · quoteroom.app, 20 Sept 2026
Built-in e-signatures
Yes · quoteroom.app, 20 Sept 2026
Existing tools
The site says customers can keep using QuickBooks, HubSpot, or a spreadsheet, and describes QuoteRoom as fitting between quote sent and quote signed. · quoteroom.app, 12 Oct 2026
Follow-up
The site describes a four-touch follow-up sequence over 14 days, with email and SMS reminders that stop when the customer opens, replies, or signs. · quoteroom.app, 12 Oct 2026
Free plan
No · quoteroom.app, 20 Sept 2026
Intended users
The site names tradespeople and small service businesses, including plumbers, electricians, contractors, painters, cleaners, and roofers, and says consultants and agencies can also use it. · quoteroom.app, 12 Oct 2026
Online payment collection
Yes · quoteroom.app, 20 Sept 2026
Payments
The site says customers can be asked for an optional Stripe deposit, with Stripe deposits listed on the Pro plan. · quoteroom.app, 12 Oct 2026
Pilot service
The site offers a $499 follow-up pilot for 20 old quotes and says it will refund the fee if it does not close at least one job. · quoteroom.app, 12 Oct 2026
Pricing note
The pricing section says all prices exclude tax, while the FAQ says the three plans start at $29/mo. · quoteroom.app, 12 Oct 2026
Purpose
QuoteRoom describes itself as sales proposal software for service businesses that creates proposals, sends mobile-friendly quote pages, and follows up automatically. · quoteroom.app, 12 Oct 2026
Quote import
Users can upload a PDF or Word document, or paste text, and AI extracts the customer, price, and line items. · quoteroom.app, 12 Oct 2026
Setup and commitment
The site advertises five-minute setup and no lock-in. · quoteroom.app, 12 Oct 2026
Included team seats
1 · quoteroom.app, 20 Sept 2026
Templates
QuoteRoom provides ready-made follow-up templates that users can edit. · quoteroom.app, 12 Oct 2026

Where QuoteRoom stands on Freedom251

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