Sales Quoting and Proposal Software for IT, Office Supplies VARs, and Other Businesses

The quoting solution includes proposal creation, templates, pricing rules, tax and freight configuration, distributor feeds, CRM opportunity creation, and one-click conversion to orders and purchase orders.

Yes. You can start with InstaQuote for quoting and later add the eCommerce module when you are ready. Your data carries over without disruption.

No. The quoting software replaces spreadsheets with faster creation, version control, tracking, reporting, and analytics. You can also import spreadsheet lines when needed.

Yes. Choose from pre-designed templates or request a custom template. Branding, layout, and fields can be customized to meet your specific needs.

Enter your distributor credentials once, and your catalog, pricing, and inventory will automatically be updated in the quoting module in real-time. Aggregation removes duplicates across sources.

Yes. Apply markups or discounts by rule, set approvals for margin thresholds, and restrict access to pricing editing. Price history is available for reference.

Yes. Freight can be automatically calculated using our Integration with various freight providers. Tax rates can be pulled from integrated providers, and you can override both with your own Tax or freight rules.

Yes. Opportunities are created automatically from quotes. You can use the free integrated CRM, OR if you are already using some other CRM, then we can integrate with Salesforce, Microsoft Dynamics, Zoho, HubSpot, and multiple other popular CRM’s.

Yes. The mobile app for iOS and Android enables outside representatives to create quotes, respond to RFQs, and sync updates with inside sales teams in real-time.

Yes. Use contract catalogs, contract pricing, technical refresh, and rebate tracking. The solution supports complex public sector requirements and bidding workflows.