Everything you need to quote faster
Built for B2B product businesses. A real product catalog with specs and bundles, not generic text line items.
Product Catalog
Your products with specs, pricing, and categories. Pick items from your catalog — no more copying from spreadsheets. Define technical specifications with data types, and organize with color-coded categories.
- SKUs and model numbers
- Technical specifications
- Category organization
- Bulk import from Excel
Product Sets
Bundle products that go together. Quote split systems, starter kits, or standard packages in one click. Combined pricing calculates automatically.
- Bundle related products
- Combined model numbers
- One-click add to quote
- Automatic pricing
Project Tracking
Organize quotes by project, job, or opportunity. See every quote your team has submitted for a deal in one place. Perfect for managing multi-quote opportunities.
- Link quotes to projects
- Team-wide project visibility
- Track quote statuses per job
- Manage multi-quote deals
Approval Workflows
Route high-discount quotes for review before they reach the customer. Define rules based on discount thresholds and assign approvers by role.
- Discount-based rules
- Role-based approvers
- Approve or reject with notes
- Full approval history
Customer Portal
Customers view quotes via a secure link — no login needed. They can review details, acknowledge receipt, and leave comments. A professional experience for your buyers.
- Secure shareable links
- No login required
- Acknowledge receipt workflow
- Customer comments
Professional PDFs
Branded quotes that look like you spent hours. Customizable themes with your logo, colors, and payment terms. Generate in one click.
- Your logo and branding
- Customizable colors
- Payment terms
- One-click generation
Smart Import
Import your products and customers from Excel in minutes. We auto-detect columns, create categories, and match existing data to prevent duplicates.
- Column auto-detection
- Category creation
- Duplicate matching
- Spec template creation
Team Collaboration
Invite your team with role-based access. Managers approve quotes, sales create them, and everyone sees the full picture. In-app notifications keep the team aligned.
- Role-based access control
- Team invitations
- In-app notifications
- Shared settings and config
Ready to quote faster?
Start free with 15 customers, 25 products, and 50 quotes/month. No credit card required.
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