We support PDF uploads for our AI-powered line item extraction. You can also manually enter items. Bulk document upload is available on Team and Enterprise plans.
Usage limits depend on your plan. For example, the Starter plan includes 1 user seat, 10 quotes, and 20 AI PDF extractions per month. Our Enterprise plan offers unlimited usage across all features.
Yes. All plans include quote comments and previews before sending. Our Growth, Team, and Enterprise plans also include default reviewers, teammate mentions, and role-based access.
We provide REST API & webhooks, as well as CRM connectors for Salesforce and HubSpot on our Team and Enterprise plans. All plans include standard email notifications and Stripe billing portal integration.
All plans include an Australian data residency guarantee, AES-256 encrypted storage, malware scanning, and multi-factor authentication. Audit logs are available from the Growth plan, while SSO (SAML/OIDC) is available on Team and Enterprise.
Our standard AI models handle a wide variety of PDF layouts effortlessly. If you have highly specific or complex supplier layouts, custom AI extraction models are available on our Enterprise plan.
All plans include email support, with response times ranging from 1-3 business days on Starter to 1 business day on Growth and Team. Enterprise customers receive 24/7 priority support, a Dedicated Account Manager, and team training sessions.
Absolutely. Across all of our plans, you can download your quotes as PDF, CSV, or Excel files.
