Powerful Features
Everything you need to streamline your quote and order management process. From creation to completion, Quotelyst has you covered.
Core Features
Smart Quote Generation
Create professional, branded quotes in minutes with our intelligent templates and auto-population features.
- Customizable quote templates
- Auto-populate customer data
- Real-time pricing calculations
- Brand customization options
- Multi-currency support
- PDF generation and sharing
Customer Management
Keep all your customer information organized in one place with advanced CRM capabilities.
- Complete customer profiles
- Contact history tracking
- Communication logs
- Customer segmentation
- Import/export capabilities
- Duplicate detection
Advanced Analytics
Gain insights into your sales performance with comprehensive reporting and analytics.
- Quote conversion tracking
- Sales pipeline visualization
- Revenue forecasting
- Customer behavior analysis
- Custom report builder
- Real-time dashboards
Workflow Automation
Automate repetitive tasks and streamline your sales process with powerful workflow tools.
- Automated follow-ups
- Email notifications
- Task assignments
- Status updates
- Approval workflows
- Custom triggers
Enterprise Security
Bank-level security with role-based access control and data encryption.
- End-to-end encryption
- Role-based permissions
- Audit trails
- GDPR compliance
- SSO integration
- Data backup & recovery
Global Integration
Connect with your favorite tools and services through our extensive integration ecosystem.
- CRM integrations
- Accounting software
- Payment gateways
- Email marketing
- API access
- Webhook support
Feature Categories
Quote Management
Template Library
Pre-built templates for different industries
Custom Branding
Add your logo, colors, and company details
Dynamic Pricing
Automatic price calculations based on rules
Quote Approval
Multi-level approval workflows
Version Control
Track changes and maintain quote history
Bulk Operations
Create and manage multiple quotes at once
Order Processing
Order Conversion
Convert approved quotes to orders instantly
Payment Processing
Accept payments directly through quotes
Inventory Tracking
Monitor stock levels and availability
Fulfillment Management
Track order status and delivery
Invoice Generation
Automatic invoice creation and sending
Refund Processing
Handle returns and refunds efficiently
Customer Experience
Customer Portal
Self-service portal for customers
Quote Sharing
Share quotes via secure links
Real-time Updates
Live status updates and notifications
Mobile Access
Full functionality on mobile devices
Multi-language
Support for multiple languages
Accessibility
WCAG compliant interface
Business Intelligence
Sales Analytics
Comprehensive sales performance metrics
Revenue Forecasting
Predict future revenue trends
Customer Insights
Understand customer behavior patterns
Competitive Analysis
Compare performance against benchmarks
Custom Dashboards
Build personalized reporting views
Data Export
Export data in multiple formats
Team Collaboration
Team Workspaces
Organize work by teams or projects
Comment System
Collaborate on quotes and orders
Task Management
Assign and track tasks
Notification Center
Stay updated on important events
File Sharing
Share documents and attachments
Activity Feeds
Track all team activities
Integration & API
REST API
Full API access for custom integrations
Webhooks
Real-time event notifications
Zapier Integration
Connect with 1000+ apps
Custom Fields
Add custom data fields
Third-party Apps
Extend functionality with apps
Developer Tools
SDKs and documentation
Integrations
Connect Quotelyst with your favorite tools and services to create a seamless workflow.
QuickBooks
Seamless accounting integration
Xero
Connect with Xero accounting
Shopify
E-commerce integration (Coming Soon)
Custom API
Custom integrations via API
Choose Your Plan
Starter
What's included:
Limitations:
Professional
What's included:
Enterprise
What's included:
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