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.