Products · QuotePLANR

QuotePLANR

Configurable quoting, without the spreadsheet.

QuotePLANR is CPQ software for any business with complex pricing. Configure products and services with rules, run quotes through approval workflows, and push approved quotes straight into your CRM, ERP, or accounting system — without an analyst in the middle.

Visit QuotePLANR.com Request a demo
Inside the product

A look at QuotePLANR.

The quote builder where complex configurations become simple choices — rules and pricing handled in the background, sales reps focused on customers.

app.quoteplanr.com
QuotePLANR builder preview
assets/images/quoteplanr-preview.png · 1600 × 1000px

Capabilities for businesses where every quote is different.

QuotePLANR started in engagements where quote preparation was taking hours per quote, errors were routine, and the knowledge lived in three people who were always about to go on vacation.

Rule-based product configuration

Define products, options, dependencies, and pricing rules once. Sales reps configure valid quotes in minutes, with invalid combinations blocked automatically. No more "let me check with engineering."

Complex pricing calculations

Volume tiers, contract pricing, regional adjustments, margin rules, custom formulas — QuotePLANR handles pricing logic that would take a PhD statistician to model in a spreadsheet.

Multi-tier approval workflows

Route quotes for approval based on discount level, deal size, or product type. Approvers see exactly what they need to approve. Approved quotes move forward automatically — no more quote purgatory.

Version control and audit trail

Every change tracked, every version preserved. Know who changed what and when. Perfect for enterprise buyers who need to see the history of what was offered.

Quote-to-order automation

Approved quotes push straight into your ERP as sales orders. Accepted quotes push to your accounting system as invoices. Quote data flows, not emails.

Customer-facing quote portal

Customers review and accept quotes online. Track when they open it, how long they spend on each section, what they accept and decline. Data for your next conversation, not guesswork.

For any business where pricing is not simple.

QuotePLANR is horizontal — it works for any industry where quoting is complex, high-stakes, or currently living in spreadsheets. Some common categories:

  • Industrial manufacturers
  • Custom fabrication
  • Metal and sheet metal
  • Electronics assembly
  • Plastics and composites
  • General contractors
  • Specialty contractors
  • Modular construction
  • Building materials
  • Wholesale distribution
  • Industrial distribution
  • B2B sales teams
  • Professional services
  • Engineering services
  • Logistics and freight
  • Event production
  • Insurance services
  • Energy services
  • Telecom and IT services
  • Print and signage

Integrates with the tools your team already uses.

QuotePLANR plugs into the CRM, ERP, and accounting systems your business already runs on. No rip-and-replace, no data silos.

Salesforce HubSpot Zoho CRM Microsoft Dynamics Pipedrive SAP Oracle NetSuite QuickBooks Xero Sage DocuSign Custom API
75%
reduction in quote creation time
85%
fewer quote errors
2x
faster approval cycle
15%
improvement in win rate
Customer story

Placeholder quote from a QuotePLANR customer describing the shift from spreadsheet-based quoting to structured configuration and approval.

Sales Operations Lead · Custom manufacturer
Read full case study on QuotePLANR.com

See QuotePLANR in action.

Visit QuotePLANR.com for the full product site, pricing, and customer case studies — or request a demo and we'll configure a quote that matches your specific business in the session.

Visit QuotePLANR.com Request demo