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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
- 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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudMarketing Cloud Account EngagementGovernment Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- VARCPQ/Quote.ly 2.25.0
- Listed On
- 07/01/2024
- Latest Release
- 05/16/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce 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 MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreCommunity BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 90Custom Tabs: 16Custom Apps: 3
- Lightning Components
- Global: 69App Builder: 55Community Builder: 20
- Languages
- English
Security
Additional Details
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.
Need help?
Quote.ly LLC
Leesburg, VA USA
At Quotely, we’re committed to your success. Our onboarding specialists offer personalized assistance for a seamless implementation. We provide multi-channel support, including email assistance, a comprehensive knowledge base, and video tutorials.