Use cases

Control quote revenue where the work actually happens.

RevFlow earns its keep the moment quotes, delivery tickets, forecast dates, client work, and billing handoff need to stay connected — in Jira, not across five browser tabs.

Digital agencies

Turn client requests, change tickets, retainers, and project scope into quote records — without copying delivery context into a spreadsheet first.

Link quotes to the Jira issues that define the work.
Version quotes cleanly when client scope shifts.
Automate monthly drafts for retained work.

MSPs & IT service teams

Quote one-off work and recurring service packages while keeping systems, PO references, client details, and delivery tickets in a single Jira workflow.

Use system, revenue-stream, PO, and forecast-date fields.
Generate quote PDFs instead of building them by hand.
Catch current or next-sprint work with no linked quote.

Delivery managers

Keep commercial visibility next to the people doing the work — not buried in an end-of-month finance reconciliation.

See WIP, order, invoiceable, closed, and lost value buckets.
Track quote funnel and value-over-time trends.
Watch completion month for delivery-linked revenue.

Finance & revenue ops

Hand finance cleaner quote context before invoicing — PO numbers, clients, line items, tax, currencies, and export columns that match your system.

Reuse billing export profiles for recurring handoffs.
Keep quote status and history live in Jira.
Cut the back-and-forth over what a quote covers.

Jira admins

Roll out a focused Forge app for quote-to-delivery control — no separate CPQ platform, no rigid one-size-fits-all workflow.

Map fields, statuses, currencies, features, and access in the wizard.
Set permission modes for admins, named users, and wider teams.
Export and import setup JSON for review or repeat rollout.

Teams on Jira dark mode

RevFlow follows Jira's theme with dedicated dark-mode styling across panels, forms, reports, tables, status pills, and the setup wizard.

Works with Jira dark theme and match-system behaviour.
Keeps quote and reporting screens crisp in dark workspaces.
Uses Atlassian Forge theme support inside the app.

Is RevFlow right for you?

If quotes need to stay close to Jira work, if delivery teams need commercial context before invoice time, and if you'd rather roll out project by project than force-fit a heavyweight platform — RevFlow was built for you.

See how the whole workflow fits together.

Take the product tour, follow the setup guide, or install RevFlow free from the Atlassian Marketplace.

Product tour Setup, issue panels, saved quotes, reports, coverage checks, and dark mode. Setup guide Follow the first-run wizard and configuration path. Try RevFlow free Install from the Atlassian Marketplace — free for up to 10 users.