Quotes that write themselves.
Describe the deal and an agent assembles the quote — live rate cards, usage commits, discount bands, approval routing — straight from the pricing engine you already run. No spreadsheets, no stale price sheet, no re-typing into billing once it's signed.
Updated August 2026The quote and the invoice, finally the same number.
Three steps. No deal desk queue.
A rep types seats, usage commit and term — or a CRM stage change triggers it automatically. No form to fill in twice.
It reads the live pricing engine and entitlement catalog, applies the right tier and discount band, and drafts line-by-line.
In-band quotes go straight to e-sign; out-of-band ones wait for approval. Accepted terms land in billing untouched.
A quote pinned to the exact price it was drafted from.
A quote starts with a description, not a form — a rep types seats, usage commit and term, or a CRM stage change triggers it automatically. From there, the agent reads the live pricing engine and entitlement catalog and drafts the quote line-by-line, applying whichever tier and discount band the deal actually qualifies for.
Discounting isn't a free-for-all or a rigid rule engine either — proposed discounts that fall inside pre-approved bands get drafted and sent without waiting on anyone. Anything outside those bands routes to a human for approval, with the agent's reasoning for the proposed number attached, so the person reviewing it isn't starting from scratch.
Every quote is generated against a specific snapshot of the pricing engine, and that version travels with the quote rather than silently drifting if pricing changes before the deal closes. That's what makes a quote traceable months later — you can point to exactly which rate card and tier structure a given customer's terms came from, not just what pricing looks like today.
Once a quote is signed, it doesn't get re-typed into a second system. Accepted terms flow straight into wallets and invoicing with the same line items and the same numbers that were on the quote — the number the customer agreed to and the number that shows up on their first invoice are, by construction, identical.
“We used to find out about expansion-ready accounts at renewal. Now we find out three weeks earlier, with an offer already drafted.”
FAQ
How does the agent decide what discount to offer?
It works within pre-approved discount bands tied to the deal's tier and terms — anything inside the band gets drafted and can go straight to e-sign. A discount outside the approved band routes to a human for sign-off, with the agent's reasoning for the proposed number attached so the reviewer isn't starting cold.
Can a quote go stale if pricing changes before it's signed?
Every quote is versioned against the exact pricing-engine snapshot it was generated from, so it doesn't silently drift even if the underlying pricing changes afterward. The terms on a signed quote are the terms that get billed — not whatever pricing happens to be live at signature.
What happens once a quote is signed?
It flows straight into wallets and invoicing with the same line items and numbers that were on the quote — nobody re-types the deal into a second system, and there's no gap between what the customer agreed to and what they're billed.
Can quote generation trigger automatically from my CRM?
Yes — a CRM stage change (a deal moving to "proposal sent," for example) can trigger quote generation on its own, in addition to a rep describing a deal directly. Both paths produce the same agent-assembled quote.
Does every quote need human approval before it goes out?
No — only quotes with terms outside the pre-approved discount bands wait for a human. In-band quotes go straight to e-sign, which is what keeps the average time from deal description to sendable quote down to a few minutes.