Quote fast.
Approve with confidence.
Price each quote from your own price book, and let your rules send anything outside the limits to the right person. The PDF follows the decision.
Add the customer and start the quote.
Company, contact, what you're quoting, value, close date and owner on one short form. Save it and the quote is ready to price.
- Account
- Website
- Contact
- Job title
- Quote for
- Quote value
- Expected close
- Quote owner
Quote created. Your price book, your limits.
Drop in your price book as a spreadsheet or add items in the app. Whoever owns pricing (a finance lead, sales manager or director) sets a maximum discount and an approver for each item, by person or by role.
Drop a spreadsheet here, or add items one by one
Over the limit? Ask, don't guess.
Within the limit, the PDF is ready straight away. Above it, the request goes to the right approver with the reason attached. Once approved, the PDF is ready to download or send from your own email. You choose whether the customer sees the discount line.
The approved quote appears here
Set the rules once. Stop debating every quote.
Approve by quote value, by product promotion or by role. Turn on what fits how you sell.
A playbook for every product you sell.
What always goes on the quote, who approves which discount, who needs to be involved and what happens after it's accepted. Set once per product, so a new starter sells like your best person.
Playbook · Tracking licences
- Add annual support to every licence quote
- Attach the data-processing terms
- Minimum term: 12 months
Open it and know what's yours.
Your tracked quotes, soonest close date first. Open one and the next steps from the playbook are already waiting.
Tracked quotes