Documentation and how-to guides.

How to install and open RevFlow

1. Open the RevFlow Atlassian Marketplace listing or the current access route from Quotaurus.
2. Select the Jira Cloud site where the app should be installed.
3. Review the requested Forge permissions on the Atlassian install screen.
4. Open a Jira project and look for the project page named RevFlow.
5. Open a Jira issue and look for the issue panel named RevFlow.

Installation requires Jira Cloud admin permission. If you do not see RevFlow after installation, confirm the app was installed on the correct Jira Cloud site.

How to complete the first-run setup wizard

When a project is not configured, RevFlow shows a setup banner to project admins. The wizard is the main configuration surface and can also be relaunched later from settings.

1. Open the RevFlow project page as a user with setup permission.
2. Start the setup wizard from the setup banner or settings menu.
3. Confirm Jira field mappings for systems, acceptance criteria, parent or epic relationships, sprint metadata, estimates, and logged time.
4. Review quote statuses, reporting buckets, and issue types.
5. Add company, currency, tax, quote item, client, and revenue stream details.
6. Choose feature flags and optional email provider settings.
7. Set access rules for configuration, quote actions, deletion, sending, and report viewing.
8. Review the summary and finish setup.

Finishing setup starts the guided tour so admins can see the project page workflow before wider rollout.

Reference: Jira field mappings

Reference: quote statuses and work buckets

RevFlow ships with default quote statuses including Draft, Sent, Accepted, Rejected, Invoiceable, Closed, and Cancelled. Admins can configure statuses and map Jira work statuses into reporting buckets such as order, WIP, invoiceable, lost, and closed.

Missing quote coverage uses configured issue types, so teams can focus coverage checks on the Jira work types that matter.

How to create your first quote

1. Open a Jira issue or the RevFlow project page.
2. Create a draft quote.
3. Add client, title, currency, PO, forecast completion, notes, system, and revenue stream details.
4. Add line items with product, rate, quantity, and tax settings.
5. Save the quote.
6. Generate a PDF preview or move the quote through your configured status flow.

How to link a quote to Jira issues

1. Open the relevant quote from the RevFlow project page or issue panel.
2. Use the quote linking workflow to attach the Jira issues covered by the quote.
3. Save the quote record.
4. Open a linked Jira issue and confirm the RevFlow issue panel shows the linked quote context.

Linking quotes to issues is the core behaviour that keeps commercial context beside delivery scope.

How to find saved quotes

The RevFlow project page includes saved quote filtering by status, system, created date, and search text. Use this view to reopen draft, sent, accepted, invoiceable, closed, rejected, or cancelled quote records.

How to use the reporting views

1. Open the RevFlow project page.
2. Switch from saved quotes to reports.
3. Choose the relevant date range and currency where available.
4. Review quote value by status, quote funnel, value over time, top clients, top systems, and top revenue streams.
5. Use billable activity and completion-month views for delivery-linked revenue checks.

How to review missing quote coverage

Missing coverage reports highlight configured issue types in the current and next sprint that do not have linked quote coverage. If the report looks wrong, review setup for issue types, sprint field mapping, and work status mappings.

How to prepare billing exports

RevFlow supports billing export columns and profiles so teams can prepare finance handoff data. The default export structure can include project, client, quote reference, description, net value, tax, total, and invoice number.

How to generate a quote PDF

1. Open the quote record.
2. Confirm client, line items, tax, currency, PO, and notes are correct.
3. Generate the PDF preview.
4. Share or send the PDF according to your configured workflow.

PDF generation does not require email sending to be configured.

How to configure quote email sending

Email sending is optional. The setup wizard supports provider choices for None, Mailgun, and SendGrid.

1. Open RevFlow setup as a project admin or configured setup user.
2. Go to the features and email step.
3. Choose Mailgun or SendGrid if the project should send quote emails.
4. Add the provider settings required by your sending setup.
5. Save setup and test with a non-sensitive quote before wider rollout.

When a configured provider sends successfully, RevFlow stores recipient and sent-date metadata on the quote.

How to create a recurring quote template

1. Open the recurring quote workflow from RevFlow settings.
2. Add client, title, currency, system, revenue stream, PO number, notes, tax setting, and status.
3. Add the line items that should appear on the generated draft.
4. Choose a billing day from 1 to 28, or use the last-day-of-month option.
5. Save the template and review generated monthly drafts before sending.

Reference: permission modes

RevFlow configuration includes permission modes for Anyone, Named users, Project admins, and Jira admins. Admins can configure access for setup, quote creation, quote editing, quote sending, quote deletion, and report viewing.

How to export or import setup

RevFlow setup can be exported and imported as JSON. Use this for configuration review, repeated project setup, or support conversations about how a project is configured.

Reference: app scopes

The app manifest requests Forge app storage, read Jira work, write Jira work, and read Jira user scopes. Teams should review the Atlassian install screen and the Security & Trust page before rollout.

Reference: Jira dark mode compatibility

RevFlow enables Atlassian Forge theme support and includes dark-mode styles for panels, forms, tables, reports, status pills, overlays, and setup wizard screens when Jira is using dark theme or match-system theme behaviour.

Common fixes

• If RevFlow is not visible, confirm the app is installed on the correct Jira Cloud site.
• If setup is blocked, confirm the current user has project admin or configured setup permission.
• If linked quote information is missing, confirm the quote is linked to the relevant Jira issue.
• If missing coverage looks wrong, review configured issue types, sprint field, and work status mappings.
• If a PDF cannot be generated, include the quote reference and visible error in support email.
• If email sending fails, check whether Mailgun or SendGrid is configured and enabled for the project.
• If a quote cannot be marked Invoiceable, check whether required PO details have been added.

What to include when contacting support

• Your Atlassian site URL, such as example.atlassian.net.
• The Jira project, issue key, quote reference, or report view involved.
• Whether the issue affects setup, quote editing, PDF generation, email sending, reports, recurring quotes, billing exports, or dark mode.
• Steps to reproduce the issue and any visible error message.

Email support@quotaurus.com for help.