Excel they already know
Easy for sellers to use and business experts to author. No new software to learn.
INTRODUCING AUTOQUOTE
Enterprise quoting.
Feels like Excel.
Configure complex products, price with confidence, and move quotes to orders in the Microsoft Excel your team already uses. AutoQuote adds the rules, cloud data, approvals, and insight behind it.
Works with your existing Microsoft Office subscription
Approval neededSee what needs attention
Quotes stay connectedCloud database
Quotes you can trust
Robust rules guide valid configurations and dependable pricing.
Always current
Cloud data and automatic updates keep quotes, pricing, and rules in sync.
Move work forward
Approvals, workflows, and insight help turn requests into revenue.
THE PRODUCT
Transform customer requests into revenue.
AutoQuote gives your team the depth of an enterprise configuration and quoting platform in a familiar Excel application. Sell configurable products and stock items together, create tailored documents, and manage the quote from first contact through final order.
AutoQuote / Quote details
01 / QUOTE WORKSPACE
Customer information, quote lines, revisions, and order details in one place.
Familiar for the teamExcel for users and rule authors
FAMILIAR BY DESIGN
The tool your team loves. The control your business needs.
Keep the flexibility and familiarity of Excel. Product experts can define options, availability, selection rules, and pricing without sending sellers into a different application.
AutoQuote updates the application automatically and can deliver current pricing and configuration logic to users. Everyone works from the same rules, backed by a dedicated cloud database with access to quotes wherever they work.
Explore the capabilitiesWHAT AUTOQUOTE CAN DO
Depth where it matters.
Simple where it counts.
From product logic to business visibility, the pieces stay connected as each opportunity moves forward.
01 / CONFIGURE
Build only what you can sell.
Define product options and enforce availability and selection rules for reliable configurations.
- Advanced pricing logic
- Generated catalogue numbers
- Bill of material generation
02 / QUOTE
Keep every line moving.
Combine configurable products and stock items, then produce quotes with custom document templates.
- Pricing restrictions and approvals
- User permissions and workflows
- Contact through final order
03 / UNDERSTAND
See what needs attention.
Dashboards show the quotes that need action and give you insight into how the business is performing.
- Cloud-based quote records
- Live pricing and rule updates
- Application updates for every user
LET’S TALK
See AutoQuote with your products.
Bring a configuration or quoting challenge. We’ll walk through how your team could work in Excel with the rules, data, and controls it needs.
→ A demo can focus on your products, pricing, and quote process.