Interactive Quotes, Presented Live on the Call
Build interactive pricing quotes your reps present live on sales calls. Adjust seats, add-ons and terms while the buyer watches, then send it for signature before you hang up.
Brightpath Analytics quote for Harbor and Pine Logistics. Try it: change anything and watch the totals.
This is a simplified sample of what a rep runs on a call. In forquotez the form is yours: your products, your prices, your rules.
How It Works
Three Steps From Quote to Signature
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 e-signatures with a full audit trail. 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 signatures right inside the platform. Drawn or typed signatures, a full audit trail, and a compiled signed PDF with an audit certificate.
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. The buyer always knows how long the offer stands.
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. The deadline is real, and the buyer can see it.
Reporting and Insights
Track quotes sent, viewed and signed, close rate, revenue won, and rep performance. Filter by rep, form and date range, and export to CSV.
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 the references you have approved. References are removed automatically if a contact later revokes consent. forquotez and Lyynx are both built by VRLY Ventures LLC.
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.
Why Live Quoting
Close on the Call, Not in the Inbox
Build the quote before the meeting. Adjust seats, add-ons and terms live while the buyer watches. Send it for signature before you hang up.
Pricing
Flat Team Pricing, Not Per Seat
One monthly price per team. Every plan starts with a free 30-day trial, no credit card.
Starter
For small teams getting started
$49/mo
Up to 5 users
Professional
For growing sales teams
$179/mo
Up to 25 users
Enterprise
Full control for large teams
$449/mo
Up to 100 users
Frequently Asked Questions
What is forquotez?
forquotez is a quote builder with a built-in CRM and native e-signature. Reps build a quote form once, present it live on the sales call while the buyer watches the totals update, then send the saved quote for signature.
How is it different from emailing a PDF quote?
A PDF is fixed the moment you send it. In forquotez the rep changes seats, add-ons, discounts and contract terms during the call, so questions and objections are handled while both sides are looking at the same numbers.
How much does forquotez cost?
Plans are priced per team, not per seat: Starter $49/mo (5 users), Professional $179/mo (25 users), Enterprise $449/mo (100 users). Every plan starts with a free 30-day trial and no credit card.
Is e-signature included?
Yes. Signers receive an emailed link and draw or type their signature. The signed PDF is compiled with an audit certificate that records each signer, timestamp and IP address, plus a SHA-256 hash of the document.
Do I need a separate CRM?
No. Contacts, companies, leads, deals and pipelines are built in, and every quote can link to a deal. If you already use HubSpot, forquotez can look up contacts in it, push deals with line items and attach signed PDFs to the deal.
What integrations are available?
HubSpot, Lyynx customer references, and a REST API with webhooks. forquotez and Lyynx are both built by VRLY Ventures LLC.
From the Blog
Sales Tips and Product Updates
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