Native quote generation
Generate professional quotes from existing Opportunity data, Products, custom fields, and attachments with a single click. Built-in versioning, revision history, and configurable expiration logic keep full audit control.
Quoting & Proposal Engine
A 100% Salesforce-native application that runs your end-to-end sales workflow right on the Opportunity. It replaces disconnected documents, spreadsheets, and manual tracking with structured quoting, interactive proposals, and real-time buyer intelligence, with zero external data storage and no complex admin overhead.
Built for fast-moving mid-market and growth teams.
Six capabilities that take a deal from Opportunity to signed, all inside Salesforce.
Generate professional quotes from existing Opportunity data, Products, custom fields, and attachments with a single click. Built-in versioning, revision history, and configurable expiration logic keep full audit control.
Create polished proposals alongside the quote in the same workflow. Add, remove, and reorder rich-text sections, insert imagery, customize individual line-item descriptions, and reuse templates for standard offerings.
Deliver secure, tokenized links by email. Prospects view quotes and proposals on an interactive web portal and can request changes or approve, with no logins, registration, or separate user licenses.
Capture secure e-signatures directly on the buyer-facing page. On approval, the engine automatically generates a tamper-evident PDF archive with the signed document and a complete Certificate of Completion.
Real-time engagement analytics written back to Salesforce: when a quote is opened or revisited, scroll depth, section time-allocation heat maps, and device telemetry, giving leadership and sales ops real visibility.
Native data architecture lets quote actions trigger standard Flows, update Opportunity fields, route discount thresholds for internal approval, and send immediate email alerts on key status shifts.
Three signs your quoting process is costing you deals.
Reps wrestle with documents and spreadsheets while the deal cools and the buyer talks to someone faster.
Once a proposal goes out, you have no idea if the buyer opened it, what they focused on, or whether it stalled.
You need structured quoting and approval guardrails, but you don't have six months, tens of thousands of dollars, or a dedicated administrator to implement enterprise Revenue Cloud. You are trapped between tools that are live outside of Salesforce and software that is too heavy.
Three steps from your process to a working engine on your org.
Your products, pricing rules, approvals, and proposal templates, captured as they actually work today.
Quoting, proposals, e-signature, telemetry, and automation configured natively on your org, then tested with your team.
Reps generate quotes and proposals in a click, buyers sign online, and every action writes back to the Opportunity.
Take quoting, proposals, or both. Every package is the same native app on your org, and you choose whether to own it outright or pay monthly.
Quoting only
$15,000
One flat fee. You own it forever.
or subscribe for
$265/month
per org, billed monthly.
Structured quoting, pricing rules, and approvals on the Opportunity.
Proposals only
$15,000
One flat fee. You own it forever.
or subscribe for
$265/month
per org, billed monthly.
On-brand proposals and the interactive buyer portal, with no separate licenses.
Best value
Quoting & proposals
$20,000
One flat fee. You own it forever.
or subscribe for
$350/month
per org, billed monthly.
The full engine: everything above, running as one workflow end to end.
In Salesforce. The engine is 100% native with zero external data storage, so quotes, proposals, and signed documents stay in your org, not in a third-party system.
No. Prospects open a secure, tokenized link and can review, request changes, and sign with no logins, registration, or separate Salesforce user licenses.
Yes. Signatures are captured securely on the buyer-facing page, and each approval produces a tamper-evident PDF archive with a complete Certificate of Completion.
No. This is built to fit your process and your existing licenses. If CPQ is genuinely the right tool for you we will say so; if it is overkill, we will build what you actually need.
Yes. Quoting and proposals are each $15,000 outright or $265 per org per month. Taking both together is $20,000 or $350, so the pair costs less than the two halves bought separately. Owning it outright and subscribing get you the identical app; pick whichever suits how you budget.
See it in action first, or tell us how you quote today and we will show you what it could look like.