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Quote.ly: AI-Powered CPQ Quoting & Pricing Platform for VARs, MSPs and more

Help Value-Added Resellers maximize margins with AI-powered quoting

Overview

Transform Your Quoting Process with AI-Powered CPQ Automation. Quote.ly seamlessly imports distributor quotes via PDF drag-and-drop, Excel imports, or direct API integrations. Access real-time pricing from major distributors and suppliers.

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  • AI-Powered Quote Processing - Automatically extract and process quotes from PDFs Word documents and Excel files

  • Smart Commission Management - Design custom plans, automate payouts, and incentivize high-margin deals

  • Order Intelligence Suite - Track shipments, automate invoicing, and detect billing variances in real-time

  • Customer Self-Service Order Tracking - Give customers real-time visibility into their order status

  • Real-Time Distributor Integration - Access live pricing and availability from major distributors

  • Complete Order Visibility - Track full history from quote creation through fulfillment

  • Consolidated Platform - Single solution replaces multiple disconnected systems

Quote.ly is an all-in-one quoting and order management platform built specifically for Value-Added Resellers. Our native Salesforce solution eliminates complex integrations and synchronization issues. KEY FEATURES: • Manage quote-to-cash process within Salesforce • Real-time distributor pricing and availability • AI-powered quote processing and automation • Complete order history and tracking • Direct API integrations with major distributors BENEFITS: • Reduce costs by consolidating systems • Eliminate sync errors and manual entry • Track opportunities through invoicing • Improve order accuracy and speed • Access enterprise-grade capabilities Experience the simplicity of managing your entire reseller operation from a single platform. Quote.ly delivers enterprise functionality without enterprise complexity.

Categories

Business Needs
Quotes & Orders
Accounting
Compensation Management
Industries
Government
High Tech
Public Sector
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile