Generate accurate, professional quotes and proposals directly from your CRM. Configure products, calculate pricing, and send branded documents that win deals.
No credit card required
Join thousands of teams using MaintainSoft
58%
Reduction in quote creation time
42%
Decrease in pricing errors
73%
Improvement in quote-to-close rate
65%
Faster sales cycle
Build complex product bundles with dependencies, optional add-ons, and configuration rules. Prevent invalid combinations and ensure quotes are always accurate.
Route quotes requiring discounts or special terms through approval workflows automatically. Track approval status and get notified when quotes are ready to send.
Create multiple quote versions for different scenarios. Track which version was sent to customers and compare pricing options easily.
Automatically generate renewal quotes for subscription products. Track renewal dates and send reminders before contracts expire.
Features
Configure, Price, Quote (CPQ)
Guide sales reps through product configuration with rules that ensure accurate, approved pricing every time.
Dynamic Pricing Rules
Automatically apply volume discounts, promotional pricing, and custom pricing rules based on customer segment and deal size.
E-Signature Integration
Send quotes for electronic signature directly from the CRM. Track when documents are viewed and signed.
Branded Templates
Create professional, on-brand quote and proposal templates with your logo, colors, and messaging.
CPQ (Configure, Price, Quote) software helps sales teams generate accurate quotes for complex products. It guides reps through product configuration, applies pricing rules, and creates professional documents automatically.
Yes! Define discount thresholds that trigger approval workflows. Route quotes to sales managers or executives when discounts exceed approved levels. Track approval history for compliance.
Create multiple versions of a quote with different pricing, terms, or product configurations. Send different versions to stakeholders and track which option gains traction.
Yes! Integration with e-signature platforms like DocuSign and Adobe Sign allows customers to review and sign quotes electronically. Quotes automatically convert to orders upon signature.
Manage all your customer relationships in one intelligent CRM, powered by AI insights and designed for sales, marketing, and service teams that demand excellence.
Instant visibility
Smart predictions
Work anywhere
No credit card required
Join thousands of teams using MaintainSoft
Join 1,000+ sales teams worldwide - No credit card required