QuotSimpl
Try the demo

Quoting for sales teams

Say the deal.
Send the quote.

QuotSimpl turns one spoken or typed sentence into an accurate, on-policy quote in seconds. It checks your accounts, catalog and discount rules in the CRM you already use.

Try the live demo → See pricing
No sign-up. The demo runs on a sample CRM you can edit.
quotsimpl · new quote
QT-0000annual
Account
Line$0.00
Discount-$0.00
Total$0.00
On policy · ready to send
matched: account · product · rules1.2s
Works with the CRM you have
SalesforceHubSpotPipedriveZoho CRMGoogle Sheets

The problem

Quoting shouldn't take a price sheet and a Slack thread.

Every rep has their own way of building a quote. That means slow turnaround, discounts nobody can explain, and deals that wait on ops.

Today manual

  1. Step 1Find the customer record and check if they're existing
  2. Step 2Open the price sheet, find the right SKU and list price
  3. Step 3Work out which discounts apply, and whether they stack
  4. Step 4Ask ops if the total is allowed, then wait
  5. Step 5Copy it all into a quote template
Hours to daysVaries by rep

With QuotSimpl one sentence

  1. You"30 Enterprise seats, 2-year, for Union Hardware."
  2. QuotSimplFinds the account, the product and the price
  3. QuotSimplApplies volume, term and loyalty rules, then the cap
  4. QuotSimplShows exactly why each discount applied
  5. YouReview and send
SecondsSame policy every time

How it works

Three steps. No forms.

Reps describe the deal the way they'd say it to a colleague. QuotSimpl does the lookups and the math.

01

Say or type the deal

Speak into your phone or laptop, or type it. Plain language, any order.

"12 enterprise seats, biennial, for Union Hardware"
02

QuotSimpl checks your data

It matches the account, product and billing term against your CRM and your discount rules.

✓ Account: Union Hardware Supply
✓ Product: QS-ENT · $89/seat
✓ Rules: volume · 2-year · loyalty
03

Get a quote in seconds

A clean, itemised quote with every discount explained, ready to review and send.

12 × Enterprise Seat  $1,068.00
Discount 22%         -$234.96
Total                 $833.04

Features

Everything a quote needs. Nothing it doesn't.

Voice or text

Talk it through between meetings or type it at your desk. Both go through the same rules.

Policy-safe discounts

Volume tiers, term discounts, loyalty and a hard cap, applied the same way on every quote.

CRM-agnostic

Reads and writes against Salesforce, HubSpot, Pipedrive, Zoho or a plain Google Sheet.

Speaks your language

Set aliases like "ent seat" or "white glove" so the words your reps actually use map to the right SKU.

Approvals built in

Discounts beyond policy go to the right approver automatically instead of slipping through. (Enterprise)

Audit-ready history

Every quote is saved back to your CRM with the rules that produced it. SSO and audit log on Enterprise.

Transparent pricing logic

Discounts you can explain to finance.

Every quote shows which rules fired and why. Volume tiers don't stack with each other, term and loyalty do, and the cap always wins.

  • Only the highest volume tier applies
  • Annual and 2-year terms stack with volume and loyalty
  • Existing customers get loyalty pricing automatically
  • A hard ceiling protects margin on every deal
Example quote
120 Enterprise seats + Premium Support, 2-year, for Meridian Capital Advisors
Volume (100+)
15%
2-year term
12%
Loyalty
5%
Combined
32%
Cap applied
30%
Subtotal$12,480.00
Discount (30%, capped)-$3,744.00
Total / month$8,736.00
120 × $89 Enterprise + 120 × $15 Premium Support. The 32% total is cut to the 30% cap.

Who it's for

Built for the whole revenue team.

Sales reps

Quote while it's still warm.

  • Quote from the call, the car or the hallway
  • No price sheets to memorise
  • Know the number is right before you send it
Sales ops

Set the rules once.

  • Manage catalog, aliases and discount rules in your CRM
  • Changes apply to every rep at once
  • Stop answering "can I give them 20%?"
Finance

Protect margin by default.

  • A hard cap on combined discounts
  • Every quote logged with its reasoning
  • Consistent pricing you can forecast on

Pricing

Simple per-seat pricing.

Pay for the reps who quote. Annual and 2-year plans save up to 12%.

Core
$49
per seat / month

Speak-or-text quoting, your catalog and discount rules, one CRM connection.

Compare plans
Enterprise
$89
per seat / month

Everything in Core, plus approval workflows, SSO and an audit log.

See Enterprise
Add-ons
From $15
Premium Support, API access, guided setup

Add priority support, programmatic access or a guided implementation.

View add-ons

FAQ

Questions, answered.

Do we have to switch CRMs?

No. QuotSimpl is CRM-agnostic. It reads your accounts, products and discount rules from the system you already use, and writes quotes back to it.

What if a rep asks for a discount outside policy?

QuotSimpl never goes past your rules. It flags the request and, on Enterprise, routes it to an approver instead of applying it.

Does it understand how my team talks?

Yes. Each product can have aliases, so "ent seat", "platform" or "white glove" map to the right SKU. Order and phrasing don't matter.

Can I try it before talking to anyone?

Yes. The live demo runs on a sample CRM with real accounts, products and rules. You can edit the data and watch the quotes change.

How long does setup take?

If your catalog and rules are already in your CRM, you can be quoting the same day. Our Implementation Package covers field mapping and rule setup for you.

Your next quote could take one sentence.

Try QuotSimpl on a sample CRM now. No sign-up, nothing to install.

Try the live demo → See pricing