AgileQuote - Advanced Quoting and Bundling for Salesforce

Group Product Lines - Logically group related quote lines

Drag and Drop - reorder line items, groups, or line items between groups

Discount Scheduling - Easily customizable step or tier discounts by percent or amount

Straightforward configuration screens to quickly modify appearance and behavior

Built In Salesforce - 100% Lightning, AgileQuote is an extension of the standard Quote object.

AgileQuote Overview

AgileQuote features Demo

Create Quotes from anywhere - use the included flow on Account, Contact, or any screen.

Clone Quotes - Create a copy of the current quote on the current opportunity or a new one

Product Bundles - easily configure include/exclude rules, create groups, and customize pricing

Quote Document - use or modify the included PDF, or use your own document generation software

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$33 USD per user per month

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Latest Release

11/6/2020