Product
Everything a quote needs, in one structured workflow.
Quoterly gives commercial teams a clear way to create, review and manage quotes, with the pricing and approval rules your business already works to. Each example below is interactive.
Quoterly is in active development. Some capabilities on this page, including approval workflows and ERP and CRM connectors, are still being built. Talk to us about timing.
Build quotes the way you sell
Group lines into sections, offer alternatives side by side and keep every revision. Products, units and descriptions come from your catalogue, so nothing is typed twice.
- Sections, lines and alternatives
- Revisions that keep a full history
- Subscription and one-off items on the same quote
Network refresh
Alternative A- 24-port PoE+ switch£1,110.00
- Wi-Fi 6 access point£2,479.50
- Edge firewall appliance£3,330.00
- Installation & configuration£3,900.00
- Managed support, 12 months£1,560.00
Drag a line to reorder it
Price resolved
Trade 2026 price list · 24-port PoE+ switch
The right price, every time
Price lists set the price for each customer, with quantity breaks, margins and rounding applied for you. VAT is worked out per line from the customer and product, so totals are right before the quote leaves.
- Price lists by customer, currency and date
- Fixed prices, discounts, margins and mark-ups
- Prices recorded on the quote as they were offered
Approvals without the email chase
Set the rules once. Quotes that fall outside them, such as a discount above your limit, go to the right person before they can be sent. Each person sees and edits only what their role allows.
- Discount and margin thresholds
- Role-based permissions down to individual fields
- Sent revisions locked, so the record stays accurate
- Draft
- Approval
- Sent
- Won
Approval needed
Line discount 12% is above the 10% limit
Total 419
Example data
See what needs attention
Every quote has a clear status, owner and next step. Sales leaders see the pipeline at a glance; finance sees what was offered and at what margin.
- Status and ownership on every quote
- Recent and bookmarked quotes for each person
- Pipeline and win rate by period
What changes
What each capability changes for your team.
- ERP and CRM connection
- Less copying and rekeying. Keep quote information aligned with business systems.
- Approval workflow
- Clearer ownership and control. Move quotes forward without losing governance.
- Pricing rules
- More consistent decisions. Reduce avoidable errors and protect margin.
- Quote tracking
- Better visibility. See what is happening and what needs attention.
See Quoterly with your own quotes.
Tell us how your team quotes today. We will walk you through Quoterly using an example close to your own process.