Quottum
Quote → contract → renewal, without the spreadsheet.
Quottum runs the full quote-to-renewal lifecycle for service businesses. Two tracks: a free WordPress plugin as an acquisition funnel, and a paid SaaS at quottum.io as the forward path.
Every service business we've talked to runs quote-to-renewal on the same broken stack: a proposal in Google Docs, a spreadsheet tracking who signed and who didn't, a calendar reminder for the renewal that always fires too late, and a Slack thread trying to reconcile all three. Something always falls through.
Quottum is one app for the whole cycle. You send a quote. The client accepts, e-signs, and starts. When the renewal is sixty days out, the reminder is already scheduled — with the discount window, the referenced contract, and the follow-up sequence pre-built.
There are two ways in. The free WordPress plugin gets a quote workflow on your site in ten minutes — useful on its own, and the fastest way to see the product on real customer data. The SaaS at quottum.io is the full platform: multi-user, e-signatures, renewal automation, and revenue reporting.
We use it ourselves. Every GDM proposal, contract, and renewal runs through Quottum, which means every feature has to survive our own account manager before it ships. The result is software built by the people who have to live with it.
Capabilities
Quote → contract in one flow
Send a proposal, get an e-signed contract back, and start the engagement — inside one thread, without switching tabs to a signature service.
Renewals that fire on time
Reminders scheduled from the contract itself, with the discount window, the reference terms, and the follow-up email pre-populated. No calendar reminder that fires the day after.
Free WP plugin, paid SaaS
Try the workflow on your existing WordPress site for free. When you need multi-user, revenue reporting, and full automation, move up to the SaaS — same data, same flow.
Two Ways to Get It
Run It Yourself, or Hand Us the Keys.
Self-Serve
Use It
Run Quottum yourself — documentation, pricing, and onboarding live on the product's own site.
Start a trial