Remember the details.
Keep customers, contacts, conversation history, and opportunities together, so the next conversation starts with context.
Your customers, quotes, and upcoming work—finally in one place. Get a clearer picture of your business, from the first conversation to the next big project.
Made for contractors. Right at home in your small business.

Stop piecing the story together from spreadsheets and scattered notes. Keep the customer, the quote, and the opportunity connected.
Keep customers, contacts, conversation history, and opportunities together, so the next conversation starts with context.
Build itemized quotes, manage revisions, and download professional PDFs with your company’s branding and terms.
Track sales stages, expected close dates, and win probabilities to make upcoming revenue easier to understand.
Real screens. Real functionality.
Fictional records, so you can explore freely.
See active projects, assigned owners, quote numbers, totals, and dates together. Move from the overview into the opportunity when you need the details.
Practical tools for the people doing the work and the people keeping it organized.
Keep company records, individual contacts, and contact history organized alongside their opportunities.
Follow work from lead to won, with owners, stages, project numbers, and a record of changes.
Create and copy quotes, track revisions, and produce priced PDFs, scope-only PDFs, and order confirmations.
Plan around revenue lines, probability, and expected dates. Review forecast snapshots and weekly quote reports.
Review scheduled work in the calendar and organize the products and services you use in quotes.
Keep owners and responsibilities clear, with user roles and access controls for the people using your workspace.
You don’t need to become a software expert. We’ll work through your setup together and show your team how to use it.
See what onboarding includes ↗Walk through your quoting process, team, and the information you need to keep track of.
We configure your workspace, company branding, quote defaults, and team access.
Get a guided training session and a practical handoff. Start the subscription when your workspace is ready.
All core features in every plan. Choose the team size that fits.
+ $299 one-time onboarding
Talk about Starter ↗+ $499 one-time onboarding
Talk about Team ↗+ $799 one-time onboarding
Talk about Business ↗USD. Monthly billing. Cancel before your next renewal. Applicable taxes are additional.
Onboarding is a separate service. Data cleanup, migrations, and custom development are quoted separately.
Give customers a way to pay, and keep the payment connected to the work. Add Payments to Starter, Team, or Business.
Per company. Stripe processing fees apply separately.
Ask about Payments ↗Joining during onboarding?
Standard payment setup is included.
Adding it later?
$99 one-time assisted setup.
We’d rather help you find the right fit than promise a feature you don’t need.
Contractors are a natural fit, but any small team working with customers, itemized quotes, and a sales pipeline can benefit. The walkthrough is a chance to see whether your workflow fits.
All plans include workspace setup, company branding on quotes, quote defaults, user setup, and guided training. Starter includes one 60-minute session; Team includes two sessions and Business includes three. Team and Business each include a follow-up setup review. We agree on the setup scope before you pay.
Yes, we can discuss migration during onboarding. The effort depends on the format and quality of your records. Data cleanup and migration are scoped and quoted separately before any work begins.
Yes. Company branding is configured during onboarding, and the quote editor supports payment terms and lead times. Download priced quotes, scope-only versions, and order confirmations as PDFs.
Add Payments to any plan for $29/month per company. Connect your Stripe account, collect deposits and remaining balances through quote-linked payment links, and track payment status and history in HiveQuotes. Stripe processing fees apply separately, with no additional HiveQuotes transaction percentage.
Standard payment setup is included when you add Payments during initial onboarding. If you add it later, assisted setup is $99 one time. The monthly add-on charge is separate from your base plan and its onboarding fee.
Use your existing email tools to share downloaded quote PDFs. Automated outgoing email, e-signatures, internal chat, and file uploads are not included in the core offering. The optional Payments add-on handles quote-related payment collection and tracking; it is not a full accounting system.
The listed plans are billed monthly. Cancel before the next renewal to stop future subscription charges. Onboarding is billed separately, and we confirm your service scope and billing start date before setup.
Request a personal walkthrough below. We’ll discuss your team, show the current product, and agree on your setup before arranging payment and onboarding. There is no automated account activation or checkout on this website.
Tell us a little about your team. We’ll walk through customers, quotes, and forecasting with your workflow in mind.