QuotePlan

Revolutionize Your System Integration with QuotePlan Estimation Software

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What Problem are we solving

For most industries, the business process starts from the quotation phase, however, it is very manual, cumbersome, and error-pron

Often engineering resources get utilized in quotation cycle however they are logged as non-billable hrs

Lack of appropriate tools at affordable price point makes job difficult

How are we
solving these problems

QuotePlan is the ultimate Estimation Software designed to streamline the quotation process, reduce errors, and boost productivity.

Our software integrates seamlessly with various 3rd party CRM for seamless integration

Big Data

  • 1,000,000+ items for process automation industry
  • Build complex sub assemblies to improve efficiency

AI Powered

  • Send RFQ to vendor and let AI algorithm process vendor response
  • Built in tens of thousands of cross reference parts for competitive quotes

Secure

  • Individual cloud cluster to manage proprietary data
  • Customize software to match internal process and tools

Flexible

  • Customize quotation output without losing your secrete sauce
  • Build complex sub assemblies to improve efficiency
  • Access data anytime, anywhere

Built in Database

  • Big data over 1M items for process automation industry, Technical catalogs at fingertip
  • Manage multi-tier item pricing from vendors based on price group, catalog no etc
  • Quickly build complex sub assemblies to improve efficiency in repetitive tasks
  • Improve substantial efficiency by getting realtime pricing from vendors
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AI Powered

  • Let AI handle RFQ response from vendor
  • Built-in intelligent database to avoid mistakes in the quotation process
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Built in Flexible

  • create different type of quotes, single panel, multiple stations, T&M, labor/service only, loose parts
  • create multiple offer letter templates to suite your job type
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Built in Analytics

  • Track conversion ratio to align sales resources appropriately
  • Report component usage to negotiate better discount with vendor
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Our testimonials

What Our Clients Say

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We have been using Quoteplan for over 7+ yrs and have improved our quotation cycle by over 50% through single source of truth. We have immensely benefited from AI based features to improve accuracy, minimize time to quote. We have also integrated Quoteplan with our CRM and accounting package for project execution to eliminate duplicate efforts.

Director of Sales

Revere Control Systems