Welcome — you're in the right place if you want to learn how Quottum works, get your workspace running, or look something up while you're using the product. If you've just signed up, start with Getting Started — it walks through the workflow end to end. Everything else is grouped by tag, so jump straight to what you need.

What Quottum does

Quottum is a workspace for sending quotes, turning accepted ones into active contracts, and tracking the revenue they generate. You build quotes from a library of services you've defined and send them through a branded link your clients open without signing in. When a client accepts, the contract is created automatically — dated from today, with MRR, ARR, and TCV calculated. Your dashboard shows what's open, what's active, and what's at risk of expiring.

Who it's for

  • Freelancers — quotes that match the quality of the work, with simple tracking of what's been accepted.

  • Agencies and consultancies — retainers, term-based engagements, and renewals worth tracking.

  • Service businesses — repeating quote shapes that benefit from a saved library.

The end-to-end flow

  1. Add a client to your workspace.

  2. Build a quote — pull from your line-item library, set the term and billing cycle, send it.

  3. The client accepts at a branded public link (or declines, or requests a revision).

  4. A contract is created automatically, dated from today, with MRR, ARR, and TCV calculated.

  5. Quottum tracks renewals and emails you at each milestone before the contract ends.

What you'll find in this guide

  • Getting Started — sign up, set up your workspace, send your first quote.

  • Working Together — invite your team, set roles, turn on two-factor.

  • Tools & Portal — every dashboard screen, every settings section, what your clients see.

  • Accounts & Billing — plans, trials, upgrades, cancellation policy and credits.

  • Reports & Analytics — MRR, ARR, TCV, and at-risk contracts.

  • Troubleshooting & FAQs — email delivery, login, suspended workspaces, common questions.

  • Resources & Best Practices — writing quotes that close, clauses worth including.