Everything your sales team does. Made faster.
From the moment an RFQ lands in your inbox to the moment payment hits your account — QuickQuote handles the work so your team can handle the relationships.
Each section below includes a video walkthrough. What you see is what you get.
RFQ in. Quote out. 15 minutes.
An RFQ email arrives. AI reads it — PDF, Excel, plain text, even scanned handwritten notes. Extracts every line item. Matches against your catalog using fuzzy matching. Applies customer-specific pricing, volume discounts, and GST. Generates a professional quote. Your team reviews and sends.
RFQ to Quote walkthrough
Video walkthrough · 2 min
Hi,
Please quote us for the following items at your earliest:
Need delivery to our Pune warehouse by month end.
Regards, Priya Sharma
Procurement, Pinnacle Industries
Ask it anything. It knows your business.
The AI Copilot lives inside QuickQuote — desktop and mobile. Ask it to create a quote. Ask who's overdue on payments. Ask what happened with a deal last week. It pulls from your actual data and gives structured, actionable answers.
AI Copilot in action
Video walkthrough · 90 sec
₹12.4L active across 23 quotes. 3 expiring this week — MicroTech (₹2.8L) needs follow-up by Wednesday.
Quote QT-2026-0848 created. 50× Motor Controller V2 at ₹450/unit. Customer discount: 8%. Total: ₹20,700 + GST. Ready for review.
You're 8% above Alpha and 3% below Beta. Your margin on relays is 24%. Matching Alpha would drop margin to 16%.
Your pipeline updates itself.
Pipeline management, sales forecasting, customer health scores, MEDDIC deal scoring — all powered by AI that tracks your team's actual activity. No manual CRM entry. Every quote, email, visit, and deal stage updates automatically.
Sales Intelligence dashboard
Video walkthrough · 2 min
Know before your customers tell you.
Add competitor websites. QuickQuote crawls their catalogs, maps products to yours, and monitors prices. When something changes, you get an alert with the impact on your active quotes and a suggested response.
Competitor monitoring setup
Video walkthrough · 90 sec
Competitor Alpha dropped Primary SKU pricing by 12%
Quote accepted. Invoice sent. Payment tracked.
Convert accepted quotes to invoices with one click. GST and e-invoicing handled automatically. Share payment links via email or WhatsApp. Track partial payments and overdue amounts. Syncs to Tally and QuickBooks.
Invoicing flow
Video walkthrough · 90 sec
Built for reps who sell in person.
GPS check-in at customer locations. Voice notes transcribed automatically. Route optimization for multi-stop days. Follow-up reminders that actually fire. Everything logged to the customer profile without typing a word.
Mobile field sales
Video walkthrough · 90 sec
Send quote for pending items to RK Industries by Friday, Mar 14
Auto-created from visit voice note
Connects to everything. Replaces nothing.
QuickQuote plugs into your existing CRM, ERP, accounting software, and email. Bidirectional sync keeps data consistent across all systems. Your accountant stays in Tally. Your manager stays in Zoho. Nobody changes their workflow.
Integration setup
Video walkthrough · 60 sec
Your quotes look like yours.
Visual template builder with drag-and-drop components. Import your existing PDF templates — AI converts them to editable formats. Merge fields auto-fill customer data, product details, and tax calculations.
Template builder
Video walkthrough · 90 sec
30+ merge fields · PDF import with AI conversion · Policy documents & terms
Your sales team has better things to do.
30-minute demo. Your industry, your products, your workflows. You decide if it's worth a pilot.
No credit card. No 47-slide pitch deck. Just the product.