Quotes That Close Deals on the First Call
Build interactive pricing quotes your reps present live on sales calls. Prospects see exactly what they are paying for. Trust builds. Deals close faster.
How It Works
Three Steps to Faster Closes
Stop emailing PDFs and waiting days for a response. Present, adjust, and close in a single call.
Build Your Quote Form
Drag and drop pricing blocks into a form. Set seat counts, tiers, add-ons, and packages. Configure PIN-locked minimums and discount rules.
Present Live on the Call
Share your screen and run the quote in real time. Toggle services on and off. The prospect watches pricing update instantly as you tailor the deal to their needs.
Send, Sign, Done
Save the quote, share a branded link, and collect legally binding e-signatures. No printing, no scanning, no back-and-forth email chains.
Features
Everything You Need to Quote, Close, and Grow
Block-Based Quote Builder
16 block types including per-unit pricing, tier selectors, volume packages, card pickers, content and image blocks, and more. Drag to reorder, click to configure.
Live Presentation Mode
Run the quote on a call while your prospect watches. Toggle add-ons, adjust seats, apply discounts. Totals update in real time.
Prebuilt Packages and Compare Table
Bundle blocks into reusable packages with their own pricing and discounts. A side-by-side compare table renders inside the runner and ships with the saved PDF.
Native E-Signatures
Collect legally binding signatures right inside the platform. Canvas drawing or typed signatures. Full audit trail and signed document compilation.
Built-in CRM
Contacts, companies, leads, deals, pipelines, and a Kanban board. No third-party CRM needed. Every quote links to a deal automatically.
Multi-Year Contracts and TCV
Pick a term from one month to five years. Total Contract Value renders on the runner, the public share, and every PDF. Annual cycle discounts roll into the TCV automatically.
Quote Expiration and Urgency
Set quote validity periods and let prospects see a countdown timer on their proposal. Drive urgency without the awkward follow-up call.
Limited-Time Pricing
Lock in a special rate with a live countdown on the prospect's quote. When the deadline passes, prices automatically roll back to full retail. Built-in urgency that closes deals.
Reporting and Insights
Track quote volume, close rates, revenue won, and rep performance. See which pricing configurations win the most deals.
Deal Rooms
Private branded portals for each deal. Share documents, build mutual action plans, and collaborate with prospects in one place. Track engagement to know who's active and who's gone dark.
Customer References via Lyynx
Pull approved customer references from your Lyynx vendor account and attach them to deal rooms in two clicks. Prospects see real logos, testimonials, and titles. References auto-redact if a contact later revokes consent.
HubSpot Integration
Connect your HubSpot CRM. Contacts auto-fill, deals push with line items, and signed PDFs attach to the deal record. Your team stays in one workflow.
What Teams Are Saying
Trusted by Sales Teams That Close
"We went from a 3-week quote cycle to closing deals on the first call. The live presentation tool changed how our reps sell."
"Our prospects configure exactly what they need on the call and sign the same day. The back-and-forth email chains are gone."
"We used to lose deals because prospects couldn't visualize the pricing. Now they build their own package live on the call and sign the same day."
From the Blog
Sales Tips and Product Updates
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