Live demo · Document builder
Sales Quoting (CPQ)
Configure products, apply pricing rules and produce accurate quotes fast.
Try it: Sales Quoting prototype
Add your business name and colour, click around, then reset whenever you like. It runs entirely in your browser with sample data.
What this demo shows
- Editable line items, tax, discount and currency
- Live document preview and print/PDF
- Status tracking
- Approval and e-signature steps
Added in the full build for your business
- Branded templates and numbering
- Payment links and reminders
- Accounting integration
- Legally binding e-signatures with audit trail
Overview
What it does
Configure products, apply pricing rules and produce accurate quotes fast.
Who needs it
Manufacturers, distributors, B2B services and anyone with complex pricing.
Problems it solves
- Quotes take days
- Pricing mistakes and unauthorised discounts
- Quotes re-typed into contracts
Use cases
- A solar installer configures systems and produces accurate quotes on site.
- An equipment supplier applies discounts and approval rules to large quotes.
- A printing company prices jobs by size, quantity and finish.
Key features
- Product catalogue
- Pricing
- Quotes
Advanced options
- Complex pricing rules
- Discount approval
- Quote-to-contract automation
Possible integrations
- Website forms and landing pages
- Email and WhatsApp messaging
- Calendars (Google, Outlook)
- Payment systems
- Ad platforms and analytics
Business benefits
- No lead falls through the cracks
- Consistent follow-up without extra staff
- Clear view of what drives revenue
Before and after
An illustrative example of the change, not a specific client's result.
Before
Quotes built in spreadsheets with copy-paste errors.
After
Quotes built from the catalogue with rule-based pricing and discount approvals.
How we'd build yours
- Step 1
Free strategy call
We learn how your business works and what success looks like.
- Step 2
Scope & prototype
We agree the first version and show you a clickable prototype.
- Step 3
Build & integrate
We build it with your branding, data and the tools you already use.
- Step 4
Launch & train
We test on real devices, launch, and show your team how to use it.
- Step 5
Support & improve
Monthly improvements based on usage and results.
Questions
What does a Sales Quoting do?
Configure products, apply pricing rules and produce accurate quotes fast. Typical features include product catalogue, pricing, quotes.
Who is it for?
Manufacturers, distributors, B2B services and anyone with complex pricing.
Is the demo on this page the finished product?
No. It's a working prototype with sample data so you can try the document builder and customise it. The version we build for you uses your own data, branding, logins and integrations.
How long does it take to build?
It depends on the scope. We start with a short discovery, agree the first version (MVP), and give you a fixed timeline and quote before any build starts.
How much does it cost?
Our published monthly plans start at $99/month (Starter). One-off builds like this are quoted after a free strategy call, so you only pay for the features you need.
Can it connect to the tools I already use?
Usually, yes. Common connections include WhatsApp, email, payments, your CRM. We confirm what's possible for your tools during discovery.
Related solutions
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- Marketing AutomationCapture leads and nurture them automatically across email, SMS and WhatsApp.
- Sales Engagement PlatformMulti-step outreach sequences with tracking and reply detection.
Want this for your business?
Tell us what you need. You'll get a clear scope, timeline and quote, and a prototype built around your business.