Create accurate IT quotes in seconds.
Build professional customer quotes using live distributor stock, personalised pricing, rich product content, custom margins, services, accessories and branded templates.
Quote products, services and solutions from one connected workspace.
Search millions of IT products, compare supplier pricing, add your own services, customise margins and send polished quotes to customers faster.
Move from manual quote building to connected sales automation.
The Quote Tool helps sales and procurement teams build accurate, professional quotes using up-to-date stock, personalised prices and complete product descriptions from distribution.
Add products, services, bundles, notes, accessories and upgrades, then send the quote as a PDF, email attachment or branded online quote link.
Showcase the quote builder in action.
Add screenshots of the quote interface here to help customers understand how the tool works and what the user experience looks like.
Everything your team needs to quote faster and more accurately.
Build quotes with live channel data, custom pricing, customer collaboration and professional presentation tools.
Live stock and pricing
Quote with accurate stock and personalised pricing from connected distributors and suppliers.
Millions of products
Search and quote from millions of IT products with descriptions, images and specifications.
Customer collaboration
Work with customers on quotes in real time using branded quote links and online quote views.
Custom margins
Apply customer-specific pricing, margin rules, price groups and item-level commercial controls.
Services and private stock
Add your own stock, support services, bundles, installation, consultancy or private supplier products.
PDF and branded templates
Send consistent, professional quotes using branded templates, PDFs, emails or online quote links.
From product search to customer approval.
A simple sales workflow designed to help your team quote faster, reduce mistakes and close more business.
Search products
Use the Stock in the Channel search engine to find products, stock, prices and alternatives.
Build the basket
Add products, services, accessories, upgrades, custom notes and private stock into the quote.
Approve pricing
Review costs, margins, customer pricing, templates and quote layout before sending.
Send and track
Share the quote by email, PDF or branded link, then monitor activity, views and quote progress.
Compare suppliers and protect your margins.
The Quote Tool includes supplier price comparison, personalised pricing and margin controls so your team can quote competitively without losing sight of profitability.
- Compare pricing from all connected suppliers
- Use margin rules by category, brand or price range
- Apply customer-specific price groups
- Include delivery cost allowances and hidden margins
- Identify supplier price changes on open quotes
- Revise and resend quotes quickly when prices move
Follow up at the right time with better visibility.
Know when customers view their online quote, monitor open opportunities and react quickly when pricing, availability or customer requirements change.
- Send beautifully presented PDF proposals
- Share branded quote links with customers
- Receive alerts when customers view online quotes
- Track quote status, sales rep activity and customer progress
- Revise items, margins and pricing from one place
- Keep a complete history of changes and approvals
Connect quotes with your wider sales and operations workflow.
View quote dashboards, profitability, sales activity and customer performance, with integration options for CRM, ERP and PSA systems.
- Quote dashboard with status and activity filters
- Profitability reporting by sales rep or customer
- Revenue and margin achievement reporting
- CRM, ERP and PSA integration options
- Convert won quotes into automated distributor orders
- Track fulfilment, order status and delivery information
Extend the value of quoting into your full sales process.
The Quote Tool works even better alongside other Stock in the Channel services.
Order Automation
Convert won quotes into distributor orders and receive status, tracking and fulfilment updates.
Webstores
Sync quote pricing and catalogue data into a customer-facing ecommerce experience.
Customer Portal
Let customers view quotes, request quotes, place orders and track progress online.
Ready to quote faster and more efficiently?
Give your sales team a connected quote tool powered by live stock, pricing, product data, customer-specific margins and professional proposal templates.
