Support center

You sign up with an existing account, so you don't create a separate password.

Change them under My details in Settings.
Quotes you've already sent keep the details they were sent with.

You can delete your account yourself under “Delete account” at the bottom of Plan & billing in Settings.
Your account, projects, client information and files are deleted right away and can't be recovered.
Only payment records we're legally required to keep are retained, for the required period.
If you need a refund on a paid plan, ask us through the contact page before you delete.

Before it's approved, you can send an edited quote as a new version.
Your client sees the previous version and which items changed.

It depends on the business status and tax type in your details.
If your tax type charges VAT, 10% is added as a separate line.

Quote numbers are random, not sequential, so nobody can guess your workload from them.

Yes. You can save an A4 PDF from both the project screen and the client page.

No. They just open the link.
They only confirm who they are, with the last 4 digits of their phone number, when they approve or request changes.

Nobody can approve without the identity check, and the bank account is only shown after approval.
If you generate a new link on the project screen, the old link stops working immediately.

No. The next step starts only after you check your bank account and press "Payment received".

No. Uploaded files appear on the client page when you press "Deliver".
You can delete them before then.

It's a Pro plan feature.
Set your frequent questions and answers in Settings, and the chatbot on the client page replies first, based on the project status and your answers.
Questions it can't answer are passed on to you, and you can reply directly from the project screen.

As soon as you sign up, you get every Pro feature free for 14 days.
We don't take a card, and nothing is charged automatically when it ends.

On the Team plan, enter an email under Settings > Team to invite someone, and they join the team by signing in from the link.
The roles are Admin (brand and contact settings, plus invitations) and Member (projects, clients, price list and quote requests).
Only the owner sees the plan and billing.
You can assign each project to someone and filter to "Mine only".

Basic is $12 a month or $120 a year, Pro is $24 a month or $240 a year, and Team is $39 a month or $390 a year for 3 people, plus $8 a month for each extra person.
Prices are in US dollars and exclude taxes; sales tax, VAT or GST is added at checkout based on your billing details.
Yearly billing saves up to 2 months.
Pro adds the brief form, quote logo, colors and templates, client page greeting, client chatbot, meeting booking page, income analysis, and the income and expense summary with a bookkeeping CSV.

You're charged for the first time when you choose a plan and press the pay button.
After that you're charged automatically on the same day of each cycle you chose (monthly or yearly).
If you pay during the trial, your remaining trial days are kept.

Your account switches to archive mode.
You can still view your past quotes and income records, and you pick up right where you left off when you choose a plan.
Uploaded files are deleted after 30 days and your account and data after 1 year, and we email you beforehand.

You can cancel any time under Plan in Settings.
You keep using the period you've paid for until it ends, and then your account switches to archive mode.

Phone and account numbers are stored encrypted.
Each client link keeps an access log, and it locks after several wrong attempts in a short time.

It's stored in a database in the Seoul region.
Details are in the Privacy Policy.