Stop Sending Quotes Your Factory Can't Honor
Build precise, dynamically calculated quotes connected to live inventory, factory capacity, and real material costs - then convert them to executable orders with one click.
The Cost of Broken Quoting
Every Bad Quote Costs You More Than a Deal
Disconnected quoting tools cost manufacturers real money every quarter. Reps promise dates the factory can't hit, finance can't trace margins back to the original quote, and customers receive static PDFs that feel like 2005.
- 20 min wasted re-typing data every time a signed quote becomes an order
- 0 visibility into whether a customer even opened your emailed quote
- 6+ offline spreadsheets consulted before a rep can quote a single custom part
- 100% of margin-negative quotes sent because no approval gate existed to stop them
Core Quoting Engine
From Draft to Won in a Single Connected System
Every quote your team builds is structurally connected to your item master, your live inventory levels, and your factory schedule. No more promising what you can't deliver.
Bulletproof Commercial Quoting
Track quotes from Draft to Won with real-time margin summaries, weight totals, and unique identifiers. Customers view and approve via secure magic links - no static PDFs.
Sell with Operational Intelligence
Every orderline cross-references live inventory, factory capacity, and raw material availability. Shipping dates are rooted in physical reality, not sales optimism.
Total Deal Transparency
The activity feed logs every internal edit, manager approval, and customer interaction. See exactly when the buyer opened your magic link.
One-Click Quoting from Opportunities
Auto-generate formal quotes directly from active opportunities. All projected items, values, and customer data inherit perfectly - zero re-typing.
Quote-to-Order Automation
From Signature to Factory Floor, Instantly
When a customer signs, your admin team shouldn't spend 20 minutes manually re-typing every item and price into a new Sales Order screen. Naologic automatically converts a Won quote into an executable order - every line, price, tax, and note carries over flawlessly.
- Automatic quote-to-order conversion on "Won" status
- All items, prices, and notes port perfectly
- Zero double data entry across documents
- Manual conversion also available for custom workflows
- Unique sales order number auto-generated
Margin Protection
Hardcoded Guardrails That Stop Bad Quotes Cold
Protect profitability at every stage.
- 0 margin-negative quotes sent to customers when approval flows are active
Approval Flows by Threshold
If a quote breaches your discount or total-value limits, the system physically locks the Send button until a designated manager reviews and clicks Approve. No rogue discounts survive.
Sales Velocity Tools
Close Deals Faster with Less Typing
One-Click Document Cloning
Instantly clone complex 40-line quotes or orders from history. Tweak dates and prices, send in seconds - turning an hour of data entry into a 10-second task.
- Duplicate quotes, orders, and opportunities
- All line items and pricing carry over
- Historical templates for repeat customers
- Clone across accounts with one click
Flexible Deal Structuring
Generate multiple competing quotes (Good/Better/Best) tied to a single opportunity. Track parallel negotiations without losing pipeline clarity.
Automated Follow-Up Engine
Automatically send timed reminder emails when quotes remain unacknowledged. Track delivery, opens, and bounces with real-time telemetry on every document.
Customer Experience
Impress Buyers with Interactive, Modern Proposals
Your customers deserve better than a static Word doc attached to a generic email. Naologic sends quotes via secure magic links - customers click, review interactively, and approve digitally. You see exactly when they opened it, giving your reps the ultimate follow-up leverage.
Pricing Intelligence
Automate Complex B2B Pricing Across Every Account
Manufacturing pricing is never simple. Volume tiers, contractual rates, geographic differentials, and seasonal promotions collide on every single quote. Naologic resolves this complexity algorithmically, ensuring every line item renders the exact correct price without your reps consulting a single spreadsheet.
Multi-Tiered Price Lists
Build granular, volume-based price matrices. Set exact break points (1-50 at $10, 51-100 at $8) and bind them directly to customer accounts or warehouse locations. When a rep enters a quantity, the correct tier price renders instantly.
Global Pricing Rules for Tariffs and Inflation
When a tariff hits your raw materials, apply a sweeping surcharge across your entire catalog - or targeted categories - with a single, executive-level command. Strict role controls ensure only authorized leadership can modify global rules.
Four Layers of Financial Control on Every Quote
From the moment a rep opens a new draft to the second it converts into an executable order, Naologic enforces four distinct layers of financial accuracy:
- Tax compliance
- GL attribution
- Invoicing policy
- Unit-of-measure synchronization happening automatically in the background.
Customer Segmentation
Group Accounts, Apply Pricing at Scale
When raw material costs spike, rolling out a 5% price increase across 500 Tier 2 accounts shouldn't take weeks. Group your customers into logical cohorts based on revenue, geography, or employee count. Apply a new price list to the group once, and it cascades to hundreds of accounts instantly.
Configure Once, Quote Accurately Forever
Account Payment Terms
Hardcode Net-30, Net-60, or custom terms directly on the account profile. Every invoice generated for that client automatically respects the negotiated schedule.
Rich Contact Profiles
Create individualized contacts linked to master accounts. Tag decision-makers by role so your reps always dial the right person on a $500K deal.
Market Segmentation Tags
Tag opportunities and quotes by custom markets - Aerospace, Automotive, Medical. Instantly see which verticals drive the highest profitability for your company.
Every Quote Talks to Your Factory in Real Time
Unlike disconnected quoting tools that exist in a sales vacuum, Naologic quotes are structurally connected to your live ERP data. When a rep adds a part, the system instantly cross-references current stock levels, active production schedules, and available raw materials. The result: shipping dates your operations team can actually honor and margins your CFO can trust.
Live Stock Levels
Raw Material Availability
Factory Capacity
Production Schedule
BOM Validation
Quoting Tool Comparison
Replace Rigid Legacy Quoting with Purpose-Built Precision
Legacy ERPs and basic accounting tools weren't designed for the complexity of manufacturing quoting. They lack native CPQ capabilities, can't handle multi-dimensional pricing matrices, and force your team into rigid workflows that slow deals to a crawl. See how Naologic compares.
The Sales Leader's Guide to Manufacturing CPQ
Most manufacturing companies still quote using spreadsheets, disconnected CRMs, and static Word documents. This guide breaks down the five critical capabilities a modern quoting system must have - from live inventory cross-referencing to hardcoded approval gates - and explains exactly how to evaluate vendors for your factory.
See Naologic Quoting in Action
Walk through a live demo with a manufacturing specialist. Build a real multi-line quote, test the approval flow, and see the automatic order conversion - all in 30 minutes.
Explore the Full Sales Suite
Quoting is one piece of the puzzle. See how leads, opportunities, orders, blanket contracts, and shipping connect end-to-end in a single manufacturing platform.