Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Quote.ly: AI-Powered CPQ Quoting & Pricing Platform for VARs, MSPs and more
Help Value-Added Resellers maximize margins with AI-powered quoting
- Industries
- GovernmentHigh TechPublic Sector
- Business Need
- Quotes & OrdersAccountingCompensation Management
- Requires
- Sales Cloud
- Compatible With
- Sales CloudMarketing Cloud Account EngagementGovernment Cloud
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.
Highlights
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
Provider Details

At Quotely, our mission is to build powerful software that feels simple. Our design philosophy centers around creating intuitive, easy-to-use tools that are also flexible and robust enough to meet the needs of a wide variety of users. We believe that software should empower teams—not slow them down—so every feature we design follows our guiding principle: Keep It Simple and Scalable. Our flagship product, Quotely for Resellers, is a modern CPQ (Configure, Price, Quote) solution built specifically for value-added resellers. It’s designed to streamline the quoting process while supporting complex reseller workflows with enhanced capabilities. From vendor quote ingestion to contract support and product bundling, we’re constantly improving and expanding the product to keep up with the evolving needs of our customers. We release multiple updates every quarter, and we take pride in listening closely to our users. Many of our most impactful features come directly from customer suggestions. We’re inspired by the creative ways our customers use Quotely, and their ideas push us to think bigger and build smarter. That energy and collaboration drive us to keep innovating.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Minimum recommended deployment: 10 users. Additional AI LLM processing fees apply separately from subscription costs.
Professional Edition
$75 USD/user/month
Free trial available for 30 days