CPQ • AI • Sales Operations

DQuote

AI CPQ workspace builds, shares, tracks, and optimizes revenue quotes.

Definition

DQuote is a configure-price-quote workspace that turns proposals into revenue.

Expertise

AI & Revenue Operations

Use

SMB to Enterprise

Description

It turns accurate proposals around quickly so every quote is ready to convert into a sale.

A sales quote is the document that tells a customer what something will cost. DQuote keeps that process organized, traceable, and measurable for every team involved.

What it does

  • Create quotes fast with guided steps to pick items, set prices, and publish a clean package.
  • Share and present each proposal as a live link or PDF so clients can review and respond on their schedule.
  • Track engagement automatically, see when a quote is opened, and move buyers to the next stage.
  • Use AI to draft messaging, check details, and recommend follow-up so every rep sells more.

Our simple expertise (in plain words)

  • AI to write, review, and speed up the quoting workflow.
  • Management & operations discipline to keep products, prices, and approvals organized.
  • Execution support so teams can send quotes, track status, and close deals reliably.
  • Pipeline visibility to move each lead from quote to payment smoothly.
  • Consulting available for pricing strategy, automation flows, and reporting when extra help is needed.

Who it’s for

  • Small businesses and growing teams that need quick, accurate quotes without extra headcount.
  • Mid-market organizations preparing for scale and enterprises with complex approvals that demand structure.

What we can customize

  • Guided configure-price-quote workflow for fast proposal creation
  • Instant sharing via secure links or polished PDFs
  • Engagement tracking with alerts for follow-up
  • AI assistance to draft copy and validate pricing details
  • Advisory support for pricing, process design, and reporting

We work alongside your engineering, design, and security teams to tailor this product to your stack. Expect a detailed spec, an integration plan, and regular build reviews.

Request customization

Share your requirements and we’ll respond with a tailored build plan.

Tell us what success looks like and which integrations are required.