Use cases

Control quote revenue where delivery work happens.

RevFlow is strongest when quotes, delivery tickets, forecast dates, client work, and billing handoff need to stay connected in Jira.

Digital agencies

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

Link quotes to the Jira issues that define the work.
Track quote versions when client scope changes.
Use recurring monthly drafts for retained work.

MSPs and IT service teams

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

Use system, revenue stream, PO, and forecast date fields.
Generate quote PDFs without building them manually.
Catch current or next sprint work with no linked quote.

Delivery managers

Keep commercial visibility closer to the team doing the work, not buried in end-of-month finance reconciliation.

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

Finance and revenue ops

Give finance cleaner quote context before invoice handoff, including PO numbers, clients, line items, tax, currencies, and configurable billing export columns.

Use billing export profiles for recurring handoff patterns.
Keep quote status and history available in Jira.
Reduce back-and-forth about which work a quote covers.

Jira admins

Roll out a focused Forge app for quote-to-delivery control without a separate CPQ platform or a rigid one-size-fits-all workflow.

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

Teams using Jira dark mode

RevFlow follows Jira theme behaviour 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 UI readable in dark workspaces.
Uses Atlassian Forge theme support inside the app iframe.

Best fit

RevFlow is a good fit when quotes need to stay close to Jira work, delivery teams need commercial context before invoice time, and Jira admins want a configurable app that can be introduced project by project.

See how the workflow fits together.

Review the product tour, setup guide, or Marketplace access details before installing.

Product tour See setup, issue panels, saved quotes, reports, missing coverage, and dark mode support. Setup guide Follow the first-run wizard and configuration path. Marketplace access Get the current installation route for Jira Cloud.