Frequently Asked Questions

Got Questions? We've Got Answers

Everything you need to know about CertoFlow's AI-powered project quoting software for freelancers and service professionals.

I'm a freelancer, is CertoFlow for me?

Absolutely! If you quote projects (web dev, design, consulting, etc.), CertoFlow helps you calculate true costs and protect your profit. Whether you're a developer, designer, marketer, or consultant, our AI-powered platform helps you never undercharge again. We're specifically built for service professionals who need accurate project quoting.

How much does CertoFlow cost?

CertoFlow costs $19.99/month with unlimited quotes. We offer a 14-day free trial with full access to all features—no credit card required. After your trial, you can subscribe for just $19.99/month with no hidden fees, no per-quote charges, and the ability to cancel anytime.

How is CertoFlow different from a spreadsheet?

CertoFlow automatically calculates overhead, profit margins, and generates professional PDFs. Plus, you can't accidentally break formulas. Our AI analyzes client requests and extracts project requirements automatically. Unlike spreadsheets, we provide built-in profit protection, regional pricing adjustments, and professional branded output that wins more business.

What types of projects can I quote?

CertoFlow works for any project-based service: web development, design, marketing consulting, content creation, video production, business consulting, and more. If you quote projects for clients, we can help. Our AI understands the unique challenges of service work and helps you accurately estimate time, tools, and costs.

Do I need materials or physical inventory?

No! Use the cost book to track your hourly rates, software subscriptions, tools, and project expenses. We understand that service professionals have different cost structures than traditional trades. Track licenses, subscriptions, stock assets, and any resources you need for projects.

Can I use this for hourly work?

CertoFlow is designed for project-based quotes, but you can use it to calculate your true hourly rate including overhead. Many freelancers use it to determine their project rates and ensure they're accounting for all business expenses. The profit margin protection helps you understand what to charge per hour to stay profitable.

How does the AI analysis work?

Simply paste your client's email or project description, and our AI extracts requirements, estimates time investment, identifies needed tools/software, and applies your pricing rules. It handles messy, unstructured client communications and transforms them into professional quotes with protected profit margins.

What happens after my free trial ends?

After your 14-day trial, you can subscribe for $19.99/month to continue creating and editing quotes. If you don't subscribe immediately, your existing quotes become read-only—you can still view and export them, but you won't be able to create new ones or edit existing quotes until you upgrade.

Can I customize the quotes with my branding?

Yes! Premium subscribers can add their logo, colors, and custom branding to all PDF quotes. This makes your quotes look professional and reinforces your brand identity. You can also customize the 'Prepared for' and 'Prepared by' sections to match your business needs.

Is my data secure?

Absolutely. Your client data, quotes, and pricing information are completely private and secure. We never share, sell, or use your data for any purpose other than providing you with our service. Your information stays with you and is only accessible to you.

Can I export my data?

Yes! You can export your quotes as professional PDFs at any time. Premium users can also export their cost book data as CSV files for backup or use in other tools. Your data belongs to you, and we make it easy to access and export.

What if I need help or have questions?

We offer support via email at support@certoflow.com. Premium subscribers get priority support. We also have an AI chatbot on our website that can answer common questions about features, pricing, and how to use CertoFlow effectively.

Do you offer refunds?

We offer a 14-day free trial so you can fully test CertoFlow before committing. This gives you plenty of time to evaluate if our platform meets your needs. We do not offer refunds after subscription as the free trial ensures you only pay for what you want to use.

How do you help protect my profit margins?

CertoFlow includes built-in profit margin calculations that ensure you're always adding appropriate markup to your quotes. We factor in your overhead costs, time investment, and desired profit margin automatically. This prevents the common mistake of forgetting to add profit or underestimating hidden costs.

Can I collaborate with team members?

Currently, CertoFlow is designed for solo freelancers and consultants. Each account is individual. If you need team collaboration features, please contact us—we're considering this for future updates based on user feedback.

Still Have Questions?

Our team is here to help. Try CertoFlow free for 14 days or reach out to us directly.