QUOTRICS

The pre-sales workspace

One place for every quotation.

Manage customers, suppliers, costing, quotations, revisions, workflows and analytics without jumping between Excel, Word, PDFs and email.

Request Early Access See How It Works

Coming soon for quotation-driven B2B teams.

View Presentation Download PDF Download PPT
One connected quotation process.From first enquiry to final outcome

The process today

Quotations are rarely
managed in one place.

Today, many teams work like this.

The result

Information gets scattered.

Revisions become difficult to follow.

Management cannot see the full picture.

How Quotrics works

From enquiry to outcome.

Track the complete life of every quotation.

  1. 01

    Customer Enquiry

    Record who is asking and what they need.

  2. 02

    Build & Cost

    Add products, services, labour and supplier pricing.

  3. 03

    Review

    Follow your company’s internal workflow.

  4. 04

    Send

    Generate a professional quotation.

  5. 05

    Revise & Negotiate

    Keep every revision and commercial change organised.

  6. 06

    Won / Lost

    Record the outcome and learn from it.

The platform

Everything your
quotation team needs.

Six connected parts. One pre-sales process.

01 /

Customers

Keep customer contacts, opportunities and quotation history connected in one place.

Know what you’ve quoted each customer before.

02 /

Suppliers

Store supplier contacts, products, quotations, price history and validity.

Stop searching old PDFs and emails for prices.

03 /

Quotations

Build, cost, send and track every quotation from the first version to the final outcome.

Every revision stays connected.

04 /

Workflows & Roles

Define who prepares, reviews, approves and sends each quotation.

Your team follows your process.

05 /

Templates

Turn quotation content into professional documents using your company’s own format.

Your brand. Your quotation.

06 /

Analytics

Pro

Turn quotation activity into customer, product, supplier and sales insight. Available in Pro.

See the story behind the numbers.

Illustrations show fictional examples, not live product screens or results.

Beyond the PDF

The quotation doesn’t end when you send the PDF.

Quotrics keeps the commercial journey connected after the quotation leaves your inbox.

Every follow-up. Every revision. The whole story.

  1. Sent
  2. Follow-up
  3. Customer feedback
  4. Revision 2
  5. Negotiation
  6. Revision 3
  7. Won
One quotation. Complete history.Illustrative example
  1. Quotation sent
  2. Customer requested discount
  3. Revision 2 created
  4. Scope updated
  5. Revision 3 sent
  6. Won

Quotrics Pro

Your quotation history becomes business intelligence.

Instead of simply knowing how much you sold, understand what happened before the sale.

What are we quoting most?

Product Analytics

Why are we losing?

Loss Analytics

Which customers convert?

Customer Analytics

Where is the team getting stuck?

Workflow Analytics

Before
ExcelWordPDFEmailSupplier quotesTrackers
With Quotrics
Quotrics

Customers · Suppliers · Quotations
Workflow · Templates · Analytics

Less searching.
More selling.

3 minutes · 11 slides

Want the short version?

View the 3-minute Quotrics presentation built for customers.

Open Presentation

Be part of what’s next

We’re building a better way to manage quotations.

Quotrics is currently in development. Join our early access list and help shape the product.

Better visibility. Better follow-up. Better decisions.