Quote.ly
AI-Powered CPQ Quoting & Pricing Platform for VARs, MSPs and more
By Quote.ly LLCAccounting
- Rating
- 5.0
- Reviews
- 2
- Pricing
- Paid
- From $89 per user per month
- Listed since
- 2024
About Quote.ly
Help Value-Added Resellers maximize margins with AI-powered quoting
Quote.ly is an all-in-one quoting and order management platform built specifically for Value-Added Resellers. Our native Salesforce solution eliminates complex integrations and synchronization issues. KEY FEATURES:
- Manage quote-to-cash process within Salesforce
- Real-time distributor pricing and availability
- AI-powered quote processing and automation
- Complete order history and tracking
- Direct API integrations with major distributors
BENEFITS:
- Reduce costs by consolidating systems
- Eliminate sync errors and manual entry
- Track opportunities through invoicing
- Improve order accuracy and speed
- Access enterprise-grade capabilities
Experience the simplicity of managing your entire reseller operation from a single platform. Quote.ly delivers enterprise functionality without enterprise complexity.
Highlights
- AI-Powered Quote Processing - Automatically extract and process quotes from PDFs Word documents and Excel files
- Smart Commission Management - Design custom plans, automate payouts, and incentivize high-margin deals
- Order Intelligence Suite - Track shipments, automate invoicing, and detect billing variances in real-time
- Customer Self-Service Order Tracking - Give customers real-time visibility into their order status
- Real-Time Distributor Integration - Access live pricing and availability from major distributors
- Complete Order Visibility - Track full history from quote creation through fulfillment
- Consolidated Platform - Single solution replaces multiple disconnected systems
Screenshots and videos
Pricing
Paid, from $89 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Professional Edition | $89 per user | Monthly |
| Enterprise Edition | $150 per user | Monthly |
Minimum recommended deployment: 10 users. Additional AI LLM processing fees apply separately from subscription costs.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Pardot
- Government Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on December 13, 2023
- Industries
- Government
- High Tech
- Public Sector
- Languages
- English
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