Everything between a first draft and a closed order
CPQ, buyer negotiation, approvals, e-signature, sync, and analytics — one system that actually talks to itself instead of six tools you glue together.
A quote builder that reads your catalog, not just your inputs
Search live inventory, apply the pricing tiers already sitting in your price book, and enforce bundle constraint rules so a buyer can’t configure something you can’t actually fulfill. Every quote stays a live document, not a PDF frozen the moment it was exported.
- Live product catalog search by name or SKU
- CPQ bundle engine — add entire BOMs in one click
- Optional line items buyers can toggle themselves
- Volume pricing tiers applied automatically
- Multi-currency support with live FX rates
- Custom fields, sections, and rich text notes
- Quote template library for common deal types
- AI-assisted line item suggestions from deal context
AI suggestion: Similar deals closed with Annual Training included. Add for $1,800?
Buyers negotiate here, not over email
One link opens a branded portal, not a generic attachment. No account to create, no app to install — just line-item negotiation, threaded comments, and signature collection in the same view.
- Branded buyer portal — your logo, colors, domain
- View and interact with no login required
- Negotiate line items and quantities inline
- Request modifications with threaded comments
- Multi-party signing for buying committees
- E-signature with full audit trail
- One-click platform checkout (BigCommerce / Shopify)
- Quote PDF download with your branding
- cXML punchout for procurement systems that require it
You define the sync, not us
HubSpot and Zoho run fully bidirectional. Salesforce, Pipedrive, and your ERP get pushed the moment something changes. Set a source of truth and a propagation order once — quote, order, and customer data stop living in three different places.
- HubSpot 2-way deal sync
- Salesforce opportunity sync
- Pipedrive pipeline sync
- BigCommerce draft order creation
- Shopify draft orders
- Xero invoice sync
- QuickBooks accounting
- Slack & Microsoft Teams deal alerts
- Webhook + REST API for custom flows
Governance that doesn’t sit in someone’s inbox
Pick from three approval workflow types, set the dollar thresholds, and let routing happen automatically — including delegation when the approver is out. No deal waits on a Slack message nobody saw.
- Configurable approval workflows per deal type
- Threshold-based auto-routing (e.g. >$50k → VP)
- Multi-step approval chains
- Delegation and out-of-office routing
- Full approval audit trail
- Email + Slack notifications at each step
- Approval SLA enforcement with escalation
Deal signals, not lagging reports
See who opened the quote, which section they lingered on, and where a deal is stalling — while there is still time to act. Scoring and suggestions run against your own AI provider key, so the model and the data stay yours.
- Pipeline velocity dashboard
- Win/loss analysis by segment, rep, and product
- Rep performance leaderboard
- Quote engagement tracking — opens, sections viewed
- AI deal health scoring
- AI discount suggestions based on win patterns
- Revenue forecasting with confidence ranges
- Buyer segment analytics
Isolation and audit, not a security add-on tier
Every tenant sits behind Postgres row-level security. Every action lands in an immutable event log. Tax exemption certificates get validated automatically. This is the base plan, not the upsell.
- SOC 2 Type II certified
- Row-level data isolation (multi-tenant RLS)
- JWT + refresh token auth
- MFA / 2FA support
- SSO / SAML for enterprise
- IP allowlist
- GDPR data export and right-to-deletion
- Audit log — every action logged with actor and timestamp
- Tax exemption certificate validation via Avalara
TackQuote vs. the old way
Most quoting teams are still running some version of the left column right now.
2–4 hours building in a spreadsheet, exporting to PDF, emailing manually
Under 10 minutes — templates, live catalog search, auto-calculated totals
A static PDF attachment. Buyers print, sign, scan, and email it back.
A branded interactive portal — negotiate, sign, and check out in one flow
Manual copy-paste. Reps skip it. The CRM doesn't reflect reality.
2-way live sync — deals create on send, stages update on every quote event
Slack threads, forwarded emails, people approving things they already forgot
Threshold-based routing — auto-escalates, logs every decision, SLA enforced
Closed/won deals in your CRM. No insight into why quotes stall or fail.
Engagement tracking per section, AI deal health, pipeline velocity, win/loss
"Latest version" confusion, conflicting edits, version numbers in file names
Real-time collaborative editor with event history — one source of truth
Download order form, enter it manually in your commerce platform
One-click → BigCommerce or Shopify order, invoice auto-generated
Everything on this page, from day one
No implementation project, no professional services fee, no feature locked behind a separate contract — just a 14-day trial.
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