Everything you need to quote faster
Built for B2B product businesses. A real product catalog with specs, not generic text line items.
Product Catalog
Your products with specs, pricing, and categories. Pick items in 3 clicks — no more copying from spreadsheets. Define technical specifications with data types, and organize with visual 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
Link quotes to projects and see who else is bidding. Know if you're high or low before you lose the deal. Our unique competitive intelligence feature.
- Link quotes to projects
- See all bids in one place
- Compare pricing across suppliers
- Never lose blind again
Approval Workflows
Route high-discount quotes for review. Catch pricing mistakes before they cost you deals. Define rules based on discount thresholds.
- Discount-based rules
- Manager approval queue
- Approve with conditions
- Request changes
Customer Portal
Customers view quotes via secure link — no login needed. Know when they open, accept, or request changes. Professional experience for your buyers.
- Secure shareable links
- View tracking
- Accept/reject 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, sales create, everyone stays aligned. In-app notifications keep everyone informed.
- Role-based access
- Team invitations
- In-app notifications
- Shared settings
Ready to quote faster?
Start free with 5 customers, 10 products, and unlimited quotes. No credit card required.
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