Quotly
Create Professional Quotes in Minutes
Quotly combines smart automation, intuitive workflows, and AI assistance to transform how businesses generate and manage sales quotes.
Dashboard - Insights that matter
Get a clear, real-time view of your sales from a single dashboard. Track quote volume, conversion rates and revenue trends at a glance. Monitor quotes that are open, won or pending action – insights by team, product, customer or timeframe – all in one place.
Centralized Product Catalog
- Flexible key–value entry for technical details and inventory.
- Complete product specifications, images, and documentation in one place.
- One-time input for reusable, always-accurate information.
Dynamic Quotation Builder
- Prefilled templates for project, customer, and executive summary sections.
- Tailored sections for contacts, technical specs, attachments, assumptions, and scope.
- Effortlessly embed images and supporting files as part of the quote.
Seamless Product-Quote Integration
Eliminate repetitive data entry with direct product selection in the quote. Technical specifications and product details are auto-filled, supporting both mandatory and configurable options.
- Select products to prefill technical specs and options in quotes.
- Ensure consistency by drawing directly from the central product catalog.
Advanced Costing Flexibility
- Multiple pricing models: individual, group, or lump sum.
- Transparent calculations and automated summaries.
Comprehensive Revision History
Maintain a complete audit trail of every quote. Each revision is tracked, letting sales teams compare changes and maintain negotiation clarity.
- Automatic revision tracking for quotes.
- View, compare, and revert to previous versions at any time.
Instant PDF Generation
Deliver polished, company-branded quotes with one click. Generate downloadable PDF documents, ready to send via email or internal systems.
- Consistent, professional PDF quotes on demand.
- Aligns with company branding and formatting standards.
AI-Assistant
- Generate and refine quote content instantly.
- Answer FAQs and propose upsell options.
- Reduce manual steps, so your sales team stays focused on closing deals.
Data-Facts
- 30–40% of the sales cycle is typically spent preparing and revising quotes.
- Automated tools cut quote creation time by up to 50%.
- Companies see up to a 25% boost in conversion rates when adopting digital proposal management.
- Automation reduces costly pricing mistakes and lost opportunities.
Secure, Flexible Deployment
Choose a deployment option that matches your organization’s compliance and branding needs.
- Private instance deployment: Host your application with your preferred cloud partner (AWS, Azure, Google Cloud, or others) for complete data control and security.
- Whitelabeled solution: Offer a seamless, branded software experience under your own corporate identity.
Need a sample PDF?
Get in touch
We’re glad to discuss your organisation’s situation. So please contact us via the details below, or enter your request.
Our head office address
2nd Floor, Campus 1A, RMZ Millenia Business Park, Perungudi, Chennai, Tamil Nadu 600096