Quotra

AI-Powered NL-to-Quote Configure-Price-Quote

Enterprise-grade CPQ. Startup pricing. 30-second quotes.

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The Problem

Mid-market B2B companies spend 2–4 hours per quote. Legacy CPQ systems cost $150K–$300K. Sales reps juggle spreadsheets and slow workflows. Deals slip away.

⏱️ Manual Quoting is Slow

Most companies still use spreadsheets and email. Configuration takes 30–60 minutes per quote. Fast-growing teams waste 10+ hours per week.

💰 Legacy CPQ is Expensive

Enterprise systems (Ericsson, Amdocs, Huawei) cost $1M+. Mid-market players (Salesforce CPQ, Configit) run $150K–$300K. Startups can't afford them.

🔧 Configuration is Complex

Every vertical has unique rules: MSPs need device ratios, HVAC needs system compatibility, specialty chemicals need regulatory compliance. One-size-fits-none.

📊 No Intelligence in Pricing

Reps don't know if they're protecting margin, matching competitors, or triggering churn risk. Pricing is ad-hoc. Revenue leaks silently.

🚀 No Onboarding Velocity

Implementing a CPQ takes weeks. Uploading your catalog, defining rules, training reps. 40% of mid-market CPQ rollouts never finish.

👥 The Integration Tax

Your CRM is Pipedrive. Your ERP is NetSuite. Your inventory is custom. The CPQ doesn't talk to any of them. More manual work.

The Quotra Solution

Tell Quotra what you sell. It handles the rest.

✨ Type a product description in plain English → Quotra generates configuration rules, pricing logic, and quote templates automatically.
1

Natural Language Configuration

No coding. No rules engines. Upload your product catalog, describe the rules in English, and Quotra learns your business logic using Claude (frontier LLM).

2

AI-Powered Quote Generation

Reps describe what the customer needs. Quotra configures the product, applies rules, calculates pricing, and generates a branded PDF in 30 seconds.

3

$299/Month—Not $150K

Starter: $299. Growth: $599. Scale: $1,200. Built for mid-market, not enterprises with unlimited budgets.

4

API-First Architecture

Integrates with Salesforce, HubSpot, Pipedrive, NetSuite. Sync quotes to your CRM, pull inventory in real-time, trigger fulfillment workflows.

5

Catalog-Grounded Intelligence

Quotra reads your actual products, pricing, and rules—not generic templates. Every quote is contextual, accurate, and compliant.

6

Margin Protection Built-In

AI watches discount requests, flags margin leakage, checks competitor pricing, and suggests retention strategies for renewals.

Who Benefits Most

Tier 1 — Best Fit

Industrial Equipment & Machinery

Material handling, compressors, storage tanks. Multi-factor quoting (materials + labor + FX). RFQs that take 30+ min.

Tier 1 — Best Fit

MSPs / IT Resellers / VARs

Device ratios, license tiers, compliance add-ons. $90B SMB market. 88% of SMBs now use MSPs. Mid-market ACVs.

Tier 1 — Best Fit

Specialty Contractors

HVAC, electrical, mechanical. Field quotes, system compatibility checks, real-time availability. Fragmented tooling.

Tier 2 — Strong Fit

Solar & Renewable Installers

30–45 min per quote, 5–8 hours busywork per week. Vendor consolidation = pain. Mobile voice-to-quote is killer.

Tier 2 — Strong Fit

Wholesale Distribution & Print

RFQs, takeoffs, custom packing. 20% CAGR for AI in distribution. 62% of print shops piloting AI already.

Tier 3 — Emerging

Medical Device & Life Sciences

Complex compliance (FDA, ISO), 8,000+ configurable parts, multi-channel distribution. High-value, longer sales cycles.

Impact

30 sec
Quote Generation Time
93%
Faster Config vs. Manual
12%
Avg Margin Improvement
$300K
Typical First-Year Revenue Impact

Moonshot Features (90-Day Roadmap)

We're not just matching competitors. We're building what nobody else is shipping.

Three features that will change how mid-market teams quote, sell, and close deals.

🔗 Spec-Sheet-to-Catalog Auto-Import

Drop a PDF spec sheet or supplier price list. AI extracts SKUs, options, pricing rules, compatibility. Catalog populated in minutes instead of weeks.

90 Days

📧 RFQ Inbox Listener

Forward any RFQ to rfq@yourcompany.quotra.app. Quotra parses it, maps line items to your catalog, drafts the quote, replies with a PDF link.

90 Days

💬 Slack/Teams Quote-in-Chat

@quotra quote 50 Enterprise seats for Acme, Q2 promo → instant signed PDF link in Slack. No leaving your workflow.

120 Days

🎤 Voice-to-Quote for Field Sales

Record a 30-sec voicenote on the jobsite → transcribed → configured → quote in customer's inbox before you leave.

180 Days

🛡️ Margin-Protecting AI Negotiator

Buyer asks for discount. AI checks margin, pulls customer history, suggests counter-offer that protects profit.

180 Days

📊 Renewal Churn Radar

Every signed quote becomes a tracked contract. AI watches usage and auto-drafts renewals 90 days out with retention pricing.

Post-Series A

Why Teams Choose Quotra

⌨️

Type, Don't Click

No forms. No dropdown hell. Reps describe what they're selling in plain English. Quotra does the configuration.

🎯

Catalog-Grounded AI

Every quote is based on your actual products, pricing, and rules. Not generic templates. Hallucination-resistant.

💰

Enterprise AI at Startup Price

Frontier LLM (Claude) + telco-grade configuration engine. $299/month, not $150K. Fair pricing for growing teams.

Product Roadmap

🟢 Q2 2026 (Now) — MVP Foundation

Core features: Catalog upload, NL rule definition, AI quote generation, PDF export, basic CRM sync (Salesforce/HubSpot).

Target: Industrial Equipment + MSP early adopters.

🟡 Q3 2026 — Moonshots #1-3 (Big Wins)

Ship: Spec-Sheet-to-Catalog auto-import, RFQ Inbox Listener, Slack/Teams integration.

Impact: Removes onboarding friction, viral adoption, reps live in chat.

🔵 Q4 2026 – Series A Positioning

Ship: Voice-to-Quote for mobile, Margin Negotiator, advanced analytics dashboard.

Target: Enterprise deals, vertical-specific templates (Solar, Medical Device, HVAC).

How Quotra is Different

Feature Enterprise (Ericsson, Amdocs) Mid-Market (Salesforce, Configit) Quotra
Natural Language Config ❌ Rules engine only ❌ Requires consultants ✅ Native AI, self-serve
Quote Time 5–10 min + approval 2–5 min ⚡ 30 seconds
Price $1M+ implementation $150K–$300K/year 💰 $299–$1.2K/month
Setup Time 6–12 months 6–8 weeks 🚀 1 day
CRM Agnostic ❌ Locked ecosystem ⚠️ Salesforce-centric ✅ Works with any CRM
Margin Intelligence ⚠️ Basic ⚠️ Add-on ✅ Built-in + AI negotiator

Ready to Stop Wasting Time on Quotes?

Join 50+ mid-market teams using Quotra to close deals 10x faster.

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