11K
Built In Manufacturers
30seconds
Create a 100-Line Quote
20+
Active Supplier Integrations
1M+
Quotes Served
1000+
Active Users
Features
Simplify your quoting process with AI
Are you doing enough to stay one step ahead of your competitors?
Accurate Forecasting
By seamlessly syncing quotes directly to opportunities, you can ensure forecasts are updated down to the penny!
• Forecast Margins with Precision
• Incorporate Win Rates into Forecasting
• Achieve Greater Accuracy and Reliability
• Improve credit line management with precise forecasts.
• Forecast by manufacturer and distributor for better channel insights.
Reviews
Best quoting tool i've ever used
We are loved by small businesses trying to stay competitive
Customer Solutions
CTO
"Since using Quotely, I've finally gotten control of my Quotes! No more typos going to customers costing us money or potential margin lost!"
David Lee
Entrepreneur
"Quote.ly gives us real-time visibility into vendor engagement, allowing us to see which sales reps are connecting with which suppliers. This early insight helps us validate our marketing initiatives faster than ever before!"
Lee Berlin
CFO
"With Quote.ly, we have clear visibility into upcoming deals by distributor, allowing us to proactively manage our line of credit. This insight helps us optimize cash flow, prevent bottlenecks, and ensure we’re always prepared for large deals"
Pricing
Affordable pricing plans
Join rapidly growing community of resellers using AI to manage quotes for customers.
Enterprise
$99
/month
Join rapidly growing community of generative AI.
What’s included:
All Professional Edition Features
AI-powered invoice matching ensures invoices align with purchase orders, saving time and preventing unauthorized charges.
Automatically match vendor invoices to POs to streamline processing and ensure billing accuracy.
Worked with 100+ suppliers around the world including:
FAQs
Frequently asked questions
Got questions? We’ve got answers
The beauty of Quotely is it works with any quote you can upload that a human can clearly read and interpret. Our AI engine extracts the part numbers, descriptions, list prices, costs, quantities and more.
Quotely was built so we can easily add another supplier at any time. At present we support Arrow, Ingram Micro, D&H Distribution, TD Synnex, ScanSource. We have a few more on the roadmap coming soon.
Yes, Quotely installs as a managed package from the Salesforce Appexchange. We are exploring adding in other CRMs in the future.
Setting up Quotely is easy. We can install Quotely in as little as a few hours. Of course we suggest implenting this in your sandbox first to test all the integration. As with any Salesforce integration you can customize so much of it to meet your business processes.
Support is built directly into the Quote.ly app, allowing you to open tickets for any questions or concerns. We’re committed to providing timely and effective assistance to ensure your success. You can grant access to our support to review any issues or questions you might have all within Salesforce.
