The quote left the showroom. Then what?
QuoteRails owns the window between the quote going out and the money coming in, and hands the paid order back to the systems you already keep.
Quote to cash, nine stops
- 01
Ingest
PDF, photo, email, or a pull from your ERP.
- 02
Understand
Lines, prices, margin, stock.
- 03
Configure
Options, upgrades, add-ons.
- 04
Quote
A link, not an attachment.
- 05
Interact
It answers at 11pm.
- 06
Pay
Deposit, in full, or financing.
- 07
Follow up
Only when there is a reason.
- 08
Close
One ranked list per rep, every morning.
- 09
Sync
Back to the CRM and ERP.
Underneath all nine is one object: a versioned quote with real line items and an append-only event log. Every signal the follow-up and ranking consume is a read against that log. It has no update path and no delete path, because a history you can edit makes every number computed from it unauditable — including the ones on your own dashboard.
The close list
A small quote with questions outranks a six-figure quote nobody has touched. That inversion is the product. Every score breaks down into its parts, so a rep is never asked to take the ranking on faith.
Who it is for
US retailers selling custom and considered purchases: appliance packages, A/V systems, anything configured rather than picked off a shelf. Priced by location, never per seat.
What does not change
Your ERP stays your system of record. Your CRM keeps the customer. Your payment processor keeps your rates and your account. QuoteRails takes the quote after it exists and hands the paid order back.
See it on a live quote
Walk through QuoteRails on quoterails.com, or talk to Digify about connecting it to your systems.