Quote-IT
Quote-IT simplifies complex pricing with templates, auto-filled product data, and customer-specific terms - helps your team generate quotes in minutes, not hours. Built-in approval flows ensure compliance without slowing you down.
Quote-IT Feature Suite
Accelerate your quoting process with guided configuration, dynamic pricing, and built-in compliance. Quote-IT centralizes templates, approvals, and audit trails-empowering your team to generate accurate, professional quotes in minutes.
Fast Quote Creation
Launch a new quote from any opportunity record. Auto-populate customer data, product lines, and pricing so your reps can focus on selling—not data entry.
Customizable Quote Templates
Design multiple templates with logos, terms, and layouts. Assign templates by industry, region, or deal size to ensure each quotation reflects your brand and your customer’s needs.
Dynamic Pricing & Bundling
Apply complex pricing rules, volume discounts, and product bundles automatically. Configure “if-then” rules to guard margins and upsell complementary items.
Multi-Stage Approval Workflows
Build approval chains by amount, product category, or customer tier. Approvers receive in-app and email requests—approve or reject with comments from any device.
Version History & Audit Trail
Track every edit, status change, and approval action. Restore previous versions with one click and maintain full compliance with timestamped audit logs.
From Chaos to Clarity — Fast.
TickIT helps you close deals quicker, cut errors, and streamline every sales process. Start your free trial now and see the difference.
Frequently Asked Questions
Find answers to the most common questions about TickIT.