AutoQuote

Auto Generate Quotes as Deals Stage Change Stage -
Just Drag and Drop !

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See and Explore AutoQuote in Action

From product selection to final approval, AutoQuote handles it all

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Simplifying Quote Generation Process

Create. Customize. Convert. AutoQuote Does It All.

automatic quote generation

Automated Quote Creation

AutoQuote instantly generates quotes whenever a deal moves from one stage to another, completely eliminating the need for manual input. This automation saves valuable time, reduces human errors, and ensures that sales teams can focus more on closing deals rather than creating and updating quotes manually.

drag and drop

Drag-and-Drop Functionality

With AutoQuote’s intuitive drag-and-drop feature, users can seamlessly generate and manage quotes directly from the deal stage. Simply move a deal from one stage to another, and a quote is instantly created—no extra steps needed. This eliminates complexity, enhances usability, and speeds up the overall quoting process for sales teams.

side card view

Side Card View

No more switching between multiple tabs! AutoQuote offers a Side Card View, allowing sales reps to create, view, and access quotes with a single click—without ever leaving the deal page. This streamlined approach makes it easy to review and manage quotes efficiently, keeping the entire sales process smooth and distraction-free.

Quick Easy Configuration

Quick & Easy Configuration

Set up predefined rules and settings in just a few clicks to automate quote generation with precision. AutoQuote allows teams to customize their quote creation process based on deal stages, ensuring consistency and accuracy. With minimal setup, users can eliminate repetitive tasks and focus on closing deals faster.

Seamless integration

Seamless HubSpot Integration

AutoQuote fully integrates with HubSpot CRM, ensuring a smooth, uninterrupted workflow. With all quotes automatically synced to the relevant deals, sales reps can track, manage, and share quotes directly within HubSpot. No third-party tools, no extra steps—just a fully connected quoting experience inside your existing CRM environment.

Faster deal Closure

Faster Deal Closures

By automating the entire quoting process, AutoQuote reduces delays, minimizes errors, and accelerates deal progression. Sales teams can create accurate quotes in seconds, allowing them to respond to leads faster, improve efficiency, and close deals at a much higher speed—giving them a competitive edge in the market.

Industry Applications of AutoQuote


Driving AI-Powered Innovation withSalesforce Profile

client visit management
Automotive
client visit management
Machinery &
Equipment
client visit management
Logistics &
Transportation
client visit management
Real
Estate
client visit management
Retail &
Ecommerce
client visit management
Professional
Services
client visit management
Consumer
Goods
client visit management
Industrial
Products
client visit management
Healthcare &
Pharmaceuticals
client visit management
Electronics

Features of AutoQuote

Experience the Power of Effortless Quote Creation

automated quotes
Automated
Quotes
time Saving automation
Time-Saving
Automation
drag and drop interface
Drag-and-Drop
Interface
Accurate Quote Generationt
Accurate Quote
Generation
Side Card View
Side
Card View
easy configuration
Easy
Configuration
faster deal closures
Faster Deal
Closures
improved sales productivity
Improved Sales
Productivity
reduced manual effort
Reduced Manual
Effort
enhanced collaboration
Enhanced
Collaboration
template customization
Template
Customization
deal stage tracking
Deal Stage
Tracking
seamless hubSpot integration
Seamless HubSpot
Integration
reduced errors
Reduced
Errors
improved sales efficiency
Improved Sales
Efficiency
customizable templates
Customizable
Templates
real time updates
Real-Time
Updates
quick approval process
Quick Approval
Process
Dealer Data Collection
Dealer Data
Collection
 Dealer Performance Tracking
Dealer Performance
Tracking