Frequently Asked Questions
Everything you need to know about SendQuote.
What is SendQuote?
SendQuote is an AI-powered revenue workflow platform that helps businesses generate, negotiate, approve, and close deals in hours instead of weeks.
How does AI quote generation work?
Describe your project briefly — AI generates complete line items, pricing, terms, and notes in under 60 seconds. Review and adjust before sending.
Can I accept payments inside the quote?
Yes. Integrated Razorpay and Stripe allow buyers to sign and pay in one click. Supports credit cards, UPI, and bank transfers.
Which CRMs do you integrate with?
HubSpot, Salesforce, and Pipedrive. Bi-directional sync creates deals from quotes and updates stages on acceptance.
Is there a free plan?
Yes. Starter plan is free with 5 quotes per month, basic templates, e-signature, and buyer tracking.
Can clients negotiate inside the quote?
Yes. The Deal Room allows clients to request changes, adjust quantities, and counter-offer — all inside the quote page.
Do you support GST invoices?
Yes. GST rates and amounts are built into quotes and invoices. Auto-generate tax-compliant invoices on acceptance.
What payment providers are supported?
Razorpay for Indian payments (UPI, cards, net banking) and Stripe for international payments.
How secure is my data?
All data encrypted in transit (TLS) and at rest. RBAC controls access. SOC 2 compliance in progress.
How long does it take to get started?
Under 2 minutes. Sign up, get a welcome email, and create your first AI-powered quote immediately. No onboarding calls needed.
Can I export my data?
Yes. Export all quotes, invoices, and client data as CSV/JSON from settings. You own your data entirely.
Do you offer team collaboration?
Yes. Paid plans allow team members to collaborate on quotes, manage approval workflows, and share deal rooms.
What happens when I exceed my plan limit?
We'll notify you by email. You can upgrade instantly from Settings — no proration charges, immediate access to higher limits.
Can I cancel anytime?
Yes. Cancel from Settings with one click. No lock-in contracts. Your data remains accessible on read-only basis until billing period ends.
Do you offer discounts for annual billing?
Yes. Annual plans save 20% compared to monthly billing. Pay for 10 months, get 12 months of access.