Quoting & Proposal Software (CPQ)
Accurate quotes and polished proposals in minutes, with e-signature and deposit collection.
What Quoting & Proposal Software includes
A configure-price-quote system that turns your pricing rules, product options, and templates into fast, accurate quotes and professional proposals. Sales staff pick options and the system calculates pricing, discounts, and margins, then generates a branded proposal the customer can review, sign, and pay a deposit on online. Approval rules catch discounts outside policy, accepted quotes convert into jobs, orders, or invoices automatically, and follow-up reminders go out for proposals that have not been opened or signed.
Who it's for
- Contractors and installers building quotes by hand
- Manufacturers and distributors with complex pricing
- Agencies and consultants sending custom proposals
- PandaDoc
- DocuSign
- QuickBooks
- Salesforce
- HubSpot
- Stripe
- Jobber
- ServiceTitan
Using different software? We build around what you already have whenever it makes sense.
What you get
Pricing rules engine
Options, bundles, tiers, and margins calculated automatically.
Branded proposal templates
Professional documents generated in one click.
E-signature and deposits
Customers sign and pay online without printing anything.
Discount approvals
Manager sign-off required when pricing falls outside policy.
Automatic follow-up
Reminders for proposals not yet viewed or signed.
Quote-to-job conversion
Accepted quotes become jobs, orders, or invoices instantly.
The problems this solves
Without it
- Quotes take days and contain pricing mistakes
- Every rep formats proposals differently
- Signed quotes are re-entered into scheduling and billing
- Nobody follows up on unsigned proposals
With it
- Pricing rules engine
- Branded proposal templates
- E-signature and deposits
- Discount approvals
From first call to fully running
Free discovery call. We learn how your team works today, what tools you use, and what success looks like.
Scope and flat quote. You get a written scope and one all-in price. Nothing starts until you approve it.
Build and integrate. We configure or build the system and connect it to the tools you already use.
Train and launch. Your team is trained on real scenarios, data is migrated, and we go live together.
Support and improve. We monitor, fix, and keep improving the system as your business grows.
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Quoting & Proposal Software (CPQ) questions
What does CPQ stand for?
Configure, price, quote. CPQ software lets sales staff select products or services, applies your pricing rules automatically, and produces a finished quote or proposal.
Can customers accept and pay online?
Yes. Proposals include e-signature and an optional deposit or full payment through your processor, so jobs can be scheduled the moment they are accepted.
Will this work for custom or project-based pricing?
Yes. We model labor rates, materials, markups, and optional line items so even custom projects are priced consistently.
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