Quoterium

Quoting software for studios, agencies and consultants

Quotes your clients understand, choose and sign.

Build quotes from your templates and price list, send them in your own name, let clients pick options and sign online, then raise the invoices in Xero. In any currency, at today’s rate.

14-day free trial · No card required · Every feature included

How it works

From first draft to paid invoice, in one place.

  1. Step 1: Build

    Start from a template or import a quote you made elsewhere, add items from your price list, write the details in a proper editor, and attach brochures from your file library.

  2. Step 2: Send

    Email a link in your own name — now or at a time you choose. You see when the quote is opened, and when someone has it open right now.

  3. Step 3: Agree

    Your client ticks the options they want, asks questions on the quote or by replying to your email, and accepts online — with a signature and an email verification code, if you ask for them.

  4. Step 4: Invoice

    Countersign, then create the invoices in Xero: the whole amount or one per payment milestone, with your tax and account codes.

Why Quoterium

Built for people who quote real work.

All features

Every currency, priced once

Keep one price list in your own currency. Switch a quote to euros or dollars and every price converts at the day’s ECB rate, with your margin and rounding — and the rate is saved with the quote.

Learn more about Every currency, priced once

Clients choose, totals follow

Optional items, multiple-choice groups and editable quantities let clients shape the quote themselves. Totals, tax and payment milestones update as they go.

Learn more about Clients choose, totals follow

Signatures built in

Drawn or typed signatures, email verification of the signer, a document fingerprint and a signature certificate with the full audit trail — no third-party service.

Learn more about Signatures built in

Know where every quote stands

See when a quote is opened and which ones need you. The dashboard lists questions to answer, drafts to finish, quotes worth a follow-up and signed ones to countersign — follow-ups are suggested, never sent behind your back.

Learn more about Know where every quote stands

Payment terms that add up

Split the one-off total into milestones — on acceptance, after a number of days, on completion or on a date — shown on the quote and the PDF.

Learn more about Payment terms that add up

Straight into Xero

Link clients to Xero contacts and turn an accepted quote into invoices — draft, awaiting approval or approved — with tax rates and account codes mapped from your sales categories.

Learn more about Straight into Xero

Multi-currency, done properly

One price list. Every client’s currency.

Quoterium keeps every amount in your base currency as well as the client’s, so nothing is ever re-typed. On your dashboard every quote counts at its stored base-currency value; view the figures in another currency and they are converted at today’s rate.

  • Daily reference rates from the European Central Bank
  • Your own margin or a fixed rate per currency
  • Rounding to the step you choose (0.01, 1, 5, 10…)
  • Re-price a quote at today’s rate with one click

Pricing

Every feature, on every plan.

Plans differ by the size of your team, how many quotes you create, file storage and AI imports. Pay monthly, or yearly with two months free.

Compare plans

Prices in US dollars. Every feature on every plan.

Solo

$25 a month

or $250 a year — two months free

For freelancers and consultants who quote on their own.

  • 1 user
  • 10 quotes a month
  • 10 MB file storage
  • 1 AI import or draft a month
Start your free trial

Team

$49 a month

or $490 a year — two months free

For studios and small teams sharing templates and clients.

  • Up to 5 users
  • 100 quotes a month
  • 50 MB file storage
  • 20 AI imports and drafts a month
Start your free trial

Business

$99 a month

or $990 a year — two months free

For growing companies quoting across teams and currencies.

  • Unlimited users
  • Unlimited quotes
  • 100 MB file storage
  • 100 AI imports and drafts a month
Start your free trial

Questions

Good to know.

More answers in the help centre.

Do my clients need an account?
No. Each recipient gets their own private link by email. They can read the quote, choose options, ask questions, download a PDF and accept — without signing up for anything.
Is the e-signature legally binding?
Quoterium records the evidence that electronic signatures rely on: the signer’s name and signature, an optional email verification code, the time, IP address and device, and a fingerprint of the exact document that was accepted. It all goes into a signature certificate attached to the PDF. Whether that meets the requirements for a particular contract depends on where you and your client are — if in doubt, ask your lawyer.
Can quotes come from my own email address?
Quotes are sent in your organisation’s name from our trusted address, so nothing needs setting up on your domain, and your clients’ replies come back to the quote and to you. To send from your own address instead, connect your own mail server, such as Google Workspace or Microsoft 365.
Can I bring my quotes from another tool?
Yes. Upload a quote as a Word document or a PDF, scans included, and Quoterium reads it with AI and creates a draft with the client, items, prices, tax, terms and formatting. You check it before anything is sent; it even compares its total with the document’s. Every plan includes a number of imports each month.
Which currencies can I quote in?
Pounds, euros and US dollars, and many more, from yen and Swiss francs to rand and dirhams. The currencies the European Central Bank publishes — most of them — get its daily reference rates; for the others, such as the UAE dirham and the Saudi riyal, you set a fixed rate yourself. You keep your price list in your own base currency and Quoterium converts each quote, with your margin and rounding.
What happens when the free trial ends?
Choose a plan to carry on — your quotes, clients and settings are all kept. There is no card to enter during the trial, so nothing is charged unless you decide to subscribe.

Send your next quote with Quoterium.