WellQuote
Get Started

Quotation Software for Equipment Suppliers

Quotein2minutes,not2hours

Stop copying from spreadsheets. WellQuote gives you a product catalog with specs, project tracking to see competitive bids, and professional PDFs your customers trust.

No credit card required. Get started in under 2 minutes.

app.wellquote.com/quotes/new

Built for B2B equipment suppliers and distributors

HVAC Electrical Industrial Plumbing Audio/Visual And more...

Everything equipment suppliers need

Not a generic document tool. Built specifically for product-based B2B selling.

Product Catalog

Your products with specs, pricing, and categories. Pick items in 3 clicks — no more copying from spreadsheets.

Project Tracking

Link quotes to projects and see who else is bidding. Know if you're high or low before you lose the deal.

Approval Workflows

Route high-discount quotes for review. Catch pricing mistakes before they cost you deals.

Customer Portal

Customers view quotes via secure link — no login needed. Know when they open, accept, or request changes.

Product Sets

Bundle products that go together. Quote split systems or standard packages in one click.

Team Ready

Invite your team with role-based access. Managers approve, sales create, everyone stays aligned.

From Excel chaos to professional quotes

If you can use a spreadsheet, you can use WellQuote. Up and running in an afternoon.

1

Import your catalog

Upload your products with specs and pricing. We auto-detect columns and create categories.

2

Build quotes fast

Pick products from your catalog, add equipment tags, adjust pricing. Done in minutes.

3

Send & win deals

Share professional PDFs or portal links. Track when customers view and respond.

Why equipment suppliers choose WellQuote

See competitive bids

Track all quotes on the same project. Know if you're high or low before you lose.

Products, not documents

Built around your product catalog with specs — not generic proposal templates.

Catch pricing mistakes

Approval workflows route high-discount quotes for review before they go out.

Unlimited quotes free

We don't limit your quotes. Start free, upgrade when you need more products or team members.

Still using Excel for quotes?

See why equipment suppliers are switching to WellQuote

Excel / Word
WellQuote
Time to create quote
30-60 minutes
Under 2 minutes
Product catalog
Know when customer views
Approval workflows
See competitive bids
Consistent branding
Manual effort
Automatic
Team visibility
None
Full dashboard

Frequently asked questions

Everything you need to know about WellQuote

How long does setup take?

Import your products from Excel and we auto-detect columns and create categories. Most teams are quoting within 30 minutes.

Can I import my existing products?

Yes. Upload a CSV or Excel file with your product data. We'll detect columns, create categories, and import specs automatically.

What happens when I hit the free tier limits?

You can still create unlimited quotes. You'll see an upgrade prompt when you try to add a 6th customer or 11th product.

Can customers view quotes without logging in?

Yes. Share a secure link. Customers can view, download PDF, and accept/reject — no login required.

How does project tracking work?

Create a project (e.g., "Johnson Warehouse Build"). Link quotes to it. See all quotes for that project in one place — even from different suppliers bidding on the same job.

Is my data secure?

Yes. All data encrypted in transit (HTTPS) and at rest. Hosted on Cloudflare's global network. We never share or sell your data.

Can I export my data?

Yes. Export quotes, products, and customers as CSV anytime. Your data is always yours.

What makes this different from other quoting tools?

WellQuote is built for product businesses. Real product catalog with specs and bundles, not generic text line items. Plus project tracking to see competitive bids — something other tools don't offer.

Stop losing deals to pricing mistakes

Join equipment suppliers who've cut quote time from hours to minutes.

Start Free — No Credit Card

Free: 5 customers, 10 products, unlimited quotes. Upgrade to Pro for $29/user/month.