Choose the Plan That Matches Your Sales Volume
Send quotes 10X faster, automate follow-ups, and stay organized
Billed monthly
Billed annually Save 17%
All plans include 30-day free trial • No credit card required
For Occasional Use
Pay-as-you-go
For occasional quoting. No monthly commitment.
$5 per active user/month
💵 $1 per new contact added
✓ Returning clients always free
✓ All quoting features included
✓ Create & send quotes by email/WhatsApp
✓ Item catalog & templates
✓ Basic CRM (contacts & leads)
✗ No automations
✗ No orders or invoicing modules
✗ No advanced reporting
Best for: Freelancers, micro-businesses, seasonal teams, or anyone who needs flexibility
💡 Note: Great for testing, sending quotes faster, and closing deals.
Fast Quoting
Essential
Fast, simple, organized quoting workflow
$33 per user/month billed monthly
⚡ Send quotes 10X faster by email or WhatsApp
🌐 Centralize quote requests from all channels (WhatsApp, email, website)
📦 Item catalog with rich details: descriptions, images, multiple prices, discounts, categories
🧾 Fully customizable quote templates with your branding
📇 CRM included: Contacts, Leads, Deals, Opportunities, Activity history
✉️ Integrated email inbox - send & receive inside Osmos
🖊️ Online quotes with e-signatures on any device
📄 PDF quote downloads for sharing & archiving
💱 Multi-currency support (USD, MXN, EUR, and more)
📊 Dashboards & reporting on quotes sent, pending, accepted
📱 Mobile-friendly - review & send from anywhere
Best for: sales teams who want faster quotes and responses, better organization, and consistent professional quotes — without needing automations
Fast Quoting & Automations
Professional
Fast, simple quoting with automated follow-ups
$59 per user/month billed monthly
✓ Everything in Essential, plus:
🔄 Sales Automations:
• Automatic follow-up reminders on quotes
• Automatic task creation
• Auto lead/deal stage updates
• Workflow triggers & internal alerts
📊 Advanced Dashboards & Forecasting:
• Conversion tracking (quote → won)
• Sales forecasting
• Rep performance & pipeline visibility
• Bottleneck identification
🧾 Optional Sales Order Module (enable only if needed)
💳 Optional Invoicing + Payments Module (Stripe integration)
👥 Multi-user collaboration & permissions
🎨 Custom branding for all documents
Best for: sales teams who want faster quoting, automated follow-ups, deeper reporting, and sales forecasting
Enterprise
Company
For larger teams or custom needs
Custom pricing
✓ Dedicated onboarding
✓ Advanced permissions
✓ SLA + priority support
✓ Custom integrations (API access)
Best for: 20+ users with custom workflows
Compare Plans & Features
See exactly what's included in each plan. All plans include core quoting features and CRM.
| FEATURE | PAY-AS-YOU-GO | ESSENTIAL | PROFESSIONAL ⭐ | COMPANY |
|---|---|---|---|---|
| 📋 Quoting & Forms | ||||
| Create & send quotes | ✔ | ✔ | ✔ | ✔ |
| Send quotes by email | ✔ | ✔ | ✔ | ✔ |
| Send quotes by WhatsApp (send only) | ✔ | ✔ | ✔ | ✔ |
| Web quote with e-signature | ✔ | ✔ | ✔ | ✔ |
| PDF quote download | ✔ | ✔ | ✔ | ✔ |
| eQuote (online quote request form) | ✔ | ✔ | ✔ | ✔ |
| Lead form for websites | ✔ | ✔ | ✔ | ✔ |
| Fully customizable quote templates | ✔ | ✔ | ✔ | ✔ |
| Multi-currency quoting | ✔ | ✔ | ✔ | ✔ |
| Send quotes from anywhere | ✔ | ✔ | ✔ | ✔ |
| Item Catalog | ||||
| Product & service catalog | ✔ | ✔ | ✔ | ✔ |
| Description, categories, subclasses | ✔ | ✔ | ✔ | ✔ |
| Links, multi-price, cost, profit | ✔ | ✔ | ✔ | ✔ |
| SKU / code, tax, discount, quantity | ✔ | ✔ | ✔ | ✔ |
| Multi-image support | ✔ | ✔ | ✔ | ✔ |
| 👥 CRM Features | ||||
| Contacts, leads, deals, opportunities | ✔ | ✔ | ✔ | ✔ |
| Pipeline views & sales stages | ✔ | ✔ | ✔ | ✔ |
| Notes & interaction history | ✔ | ✔ | ✔ | ✔ |
| Tasks & reminders | ✔ | ✔ | ✔ | ✔ |
| Attachments | ✔ | ✔ | ✔ | ✔ |
| Tags | ✔ | ✔ | ✔ | ✔ |
| Goals | ✔ | ✔ | ✔ | ✔ |
| 🔌 Communication & Integrations | ||||
| Integrated email inbox | ✔ | ✔ | ✔ | ✔ |
| WhatsApp sending | ✔ | ✔ | ✔ | ✔ |
| Stripe integration | ✔ | ✔ | ✔ | ✔ |
| QuickBooks integration | ✔ | ✔ | ✔ | ✔ |
| Integrations with major CRMs | ✔ | ✔ | ✔ | ✔ |
| ⚡ Automations | ||||
| Automation module | ✗ | ✗ | ✔ | ✔ |
| Automations for leads, contacts, quotes, deals | ✗ | ✗ | ✔ | ✔ |
| Automated email follow-ups | ✗ | ✗ | ✔ | ✔ |
| Automated task & reminder creation | ✗ | ✗ | ✔ | ✔ |
| Automatic stage updates | ✗ | ✗ | ✔ | ✔ |
| 📦 Modules | ||||
| Sales Orders module | ✗ | ✗ | ✔ | ✔ |
| Invoicing module | ✗ | ✗ | ✔ | ✔ |
| Accept credit card payments | ✔ | ✔ | ✔ | ✔ |
| 📊 Reporting & Dashboards | ||||
| Dashboards & basic reporting | ✔ | ✔ | ✔ | ✔ |
| Sales forecasting | ✗ | ✗ | ✔ | ✔ |
| Quote → Won conversion reporting | ✗ | ✗ | ✔ | ✔ |
| Bottleneck insights | ✗ | ✗ | ✔ | ✔ |
| Rep performance | ✗ | ✗ | ✔ | ✔ |
| 🔐 User Management & Admin | ||||
| User management | ✔ | ✔ | ✔ | ✔ |
| Roles & permissions | ✔ | ✔ | ✔ | ✔ |
| Multiple workspaces | ✔ | ✔ | ✔ | ✔ |
| 💳 Account Limits & Pricing | ||||
| New contacts per month | $1 each | 100 included | 200 included | Custom |
| Contact add-ons | ||||
| +50 contacts | ✗ | $20 | $20 | Custom |
| Unlimited contacts | ✗ | $50 | $50 | Custom |
| User pricing (monthly, paid annually) | $5/active user | $29/user | $49/user | Custom |
💡 Note: All plans include 30-day free trial. Company plan pricing is custom based on your needs. Contact us for volume pricing and custom solutions.
Which Plan is Right for Me?
Here's a quick guide to help you choose
Pay-as-you-go
Choose this plan if:
- You're testing Osmos
- You send fewer than 30 quotes per month
- Your volume is seasonal
- You want minimal commitment
Great for testing, sending quotes faster, and closing deals.
Essential
Choose this plan if:
- You want to increase your opportunities
- You send more than 50 quotes per month
- You want to organize your process
- You need faster quoting without complexity
- You don't need automations and forecasting yet
Professional
Choose this plan if:
- You want to increase sales opportunities
- You send 50 quotes per month
- You want follow-up automation for the entire team
- You want manager visibility and reporting
- You need consistency across all sales reps
Heavy quoters looking for time savings and automations choose Professional.
Frequently Asked Questions
Do I have to pay for my whole team?
No. You only pay for users who create or send quotes. Team members who only view quotes or reports don't need paid licenses.
Can I upgrade from Essential to Professional later?
Yes — upgrading takes less than 1 minute. You can upgrade or downgrade your plan at any time from your account settings.
Is follow-up automation included?
Yes, in all paid plans. Professional includes advanced automation sequences and team-wide automation workflows.
Can I import my catalog and past quotes?
Yes, we help you import your product catalog and historical quotes during onboarding. Our team will guide you through the process.
What happens after my trial is over?
After your free trial is over, you'll need to enter your billing information and select the plan that best suits your company's needs. Your data and settings are preserved.