Start from Jira work
Create and manage quotes from the RevFlow project page or the Jira issue panel, then keep linked quote references visible beside the delivery scope.
RevFlow by Quotaurus
Quote-to-delivery revenue control for Jira.
RevFlow helps Jira Cloud teams turn delivery work into controlled revenue: create quotes, link them to Jira issues, report on WIP and invoiceable value, catch unquoted sprint work, and configure the workflow to match each project.
The problem
Revenue control breaks when quotes drift away from Jira delivery work.
Jira holds the scope, but commercial context often lives in spreadsheets, PDFs, email threads, and finance exports. RevFlow keeps quote records, issue links, status, forecast dates, PO numbers, line items, and reporting close to the work that drives the revenue.
How it works
Create, configure, report, and repeat from inside Jira.
Use a guided setup wizard
Project admins can map Jira fields, statuses, issue types, currency, tax, quote items, clients, revenue streams, email options, and access rules before rollout.
Track quote-to-delivery status
Configure quote statuses and work buckets for order, WIP, invoiceable, closed, and lost value so reports reflect your real Jira workflow.
Spot missing quote coverage
Reporting highlights current and next sprint work that has no quote coverage, helping delivery teams catch revenue risk before work moves too far.
Generate PDFs and optional emails
Generate client-facing quote PDFs. If email sending is enabled, RevFlow can use Mailgun or SendGrid and store recipient and sent-date metadata on the quote.
Repeat recurring work
Create monthly draft quotes from recurring templates for retainers, subscriptions, support packages, and other scheduled service work.
Product tour
Built for the Jira teams who need commercial visibility without leaving Jira.
Setup wizard before wider rollout.
Admins are guided through field mappings, statuses, company details, currencies, quote items, clients, features, email, and access.
Keep quote context beside delivery work.
Linked quotes stay visible from the Jira issue that created or receives the work.
Find quote records quickly.
Filter by status, system, created date, and search text from the project RevFlow page.
See WIP, order, and invoiceable value.
Use quote funnel, value over time, top clients, systems, revenue streams, and completion-month reporting.
Find sprint work with no linked quote.
Review missing quote coverage for current and next sprint work using your configured issue types.
Works with Jira dark mode.
RevFlow enables Atlassian theme support and includes dark-mode styling for forms, tables, status pills, reports, and wizard screens.
Product visuals
See the admin setup, reporting, and theme support buyers will ask about.
Guided setup wizard
First-run setup helps admins map RevFlow to Jira fields, statuses, work buckets, currencies, features, email providers, and access permissions before wider rollout.
Revenue reports
Reports bring quote funnel, WIP, invoiceable value, completion month, top clients, top systems, revenue streams, and missing quote coverage into the Jira project view.
Jira dark mode compatibility
RevFlow enables Atlassian theme support and includes dark-mode styling for its panels, forms, tables, reports, status pills, and setup screens.
Who it is for
For teams that need delivery revenue visible before the invoice stage.
Digital agencies
Quote new scope, change requests, and retained work from the Jira tickets delivery teams already manage.
MSPs and IT service teams
Control recurring quote drafts, one-off client requests, systems, PO references, and forecast dates from Jira.
Delivery managers
See accepted, WIP, invoiceable, closed, and missing-coverage signals without waiting for finance spreadsheets.
Jira admins
Roll out a configurable Forge app with project-level setup, permission modes, import/export setup, and no separate CPQ platform.
Outputs
Keep the client quote, Jira scope, and revenue reporting in sync.
REVFLOW
- Quote Ref.
- Q2600042 v2
- Project
- Website support retainer
- Client
- Acme Services
- Status
- Invoiceable
| Product | Rate | Qty | Total |
|---|---|---|---|
| Support package | GBP 750.00 | 1 | GBP 750.00 |
| Implementation work | GBP 95.00 | 8 | GBP 760.00 |
SubtotalGBP 1,510.00
VATGBP 302.00
TotalGBP 1,812.00
Q2600042: Website support retainer
Quote output can stay useful after the PDF is sent.
- Linked issue keys keep delivery scope attached.
- Forecast completion, PO, client, system, and revenue stream fields support reporting.
- Billing exports can include configurable columns for finance handoff.
PDF generation works without email sending. Email sending is optional and depends on configured Mailgun or SendGrid settings.
Positioning
Why use RevFlow instead of a disconnected quoting workaround?
| Alternative | Common problem | RevFlow positioning |
|---|---|---|
| Spreadsheets | Quote value and delivery scope drift apart. | Quotes stay linked to Jira issues, statuses, projects, systems, and clients. |
| Generic CPQ | Too heavy for delivery teams that live in Jira. | Focused quote-to-delivery controls inside Jira Cloud views. |
| Manual PDFs | Version, status, and sent records are hard to track. | PDFs sit beside quote status, quote history, linked work, and reporting data. |
| Finance-only reporting | Teams find revenue gaps after the work has happened. | Missing quote coverage and WIP reporting surface risk while work is still in Jira. |
| Separate quoting tools | Commercial context leaves the delivery workflow. | RevFlow runs from Jira project and issue views with configurable project setup. |
ROI
What does disconnected quote control cost your team?
If a team creates 40 quote records per month and spends 20 minutes on each one chasing scope, checking status, rebuilding PDFs, and reconciling finance exports, that is over 13 hours per month of admin. RevFlow is designed to reduce those handoffs by keeping the commercial workflow in Jira.
Admin confidence
Clear setup, permissions, data flow, and support information before install.
Security & Trust
Review Forge storage, Jira scopes, optional email provider egress, app permissions, and support contacts.
Documentation
Read setup wizard, field mapping, reports, PDF, email, recurring quote, permissions, and troubleshooting guides.
Privacy policy
See what app and website information may be processed by RevFlow and Quotaurus.
FAQ
Answers before a Jira admin installs RevFlow.
Is the company still Quotaurus?
Yes. Quotaurus is the company. RevFlow is the Jira Cloud app.
Is RevFlow for Jira Cloud only?
Yes. RevFlow is built as an Atlassian Forge app for Jira Cloud project and issue views.
Does RevFlow have a setup wizard?
Yes. Project admins can complete a first-run setup wizard and relaunch it later from settings.
Does RevFlow support Jira dark mode?
Yes. RevFlow enables Jira theme support and includes dedicated dark-mode styling.
Can one quote link to multiple Jira issues?
Yes. Open quotes can be linked to Jira issues and referenced from issue panels.
Can I generate a PDF without sending an email?
Yes. PDF generation is separate from optional Mailgun or SendGrid email sending.
Does RevFlow support VAT and multiple currencies?
The configuration supports VAT settings and GBP, USD, and EUR currency options.
Can I create recurring monthly quotes?
Yes. Recurring templates can generate monthly draft quotes on a selected billing day.
Can setup be exported?
Yes. RevFlow includes setup import and export for configuration review and rollout.
Next step
Bring quote-to-delivery revenue control into Jira Cloud.
Review pricing and Marketplace access, read the setup guide, or contact Quotaurus before rollout.