Plan limits: active quotes & clients

An active quote is any quote that is not archived and belongs to a client that is not archived. All open quote stages—from Draft through Paid—count toward your plan limit.

Archived quotes and quotes belonging to archived clients do not count toward your plan limit.

Once you reach your limit, you can continue editing existing active quotes, but you cannot create new quotes or restore archived quotes until you reduce your active quote count or upgrade your plan.

What is an active client?
• An active client is a client or lead profile that is not archived.
• Archiving a client removes that profile and its quotes from active counts.

Archiving to free plan slots
• Archive quote — on Paid or Refunded quotes only. Hides the quote from active lists and frees one active-quote slot. Use Restore quote to unarchive unless you are at your plan cap.
• Archive client — from the client profile (⋮ menu). Hides the client and archives every quote on that profile. Frees client and quote slots. Records stay on the device and in backups.
• Turn on Show archive and empty quotes on the Clients or Quotes list (or in Settings) to view archived records. Dashboard totals ignore archived rows either way.

Current caps (Google Play)
• Basic (free forever): 30 active clients, 25 active quotes, 30 saved Item Catalog items
• Pro: 80 active clients, 70 active quotes, 125 saved Item Catalog items — US list $99.95/year
• Premier: unlimited active clients, active quotes, and Item Catalog items — US list $149.95/year
• Google Play shows your regional price before you pay.

Dashboard totals and reports ignore archived records. See Settings → Plan & subscription for your tier.