If you sell IT hardware, software, or services, you already know: quoting can easily become the hurdle.

Sales reps juggle spreadsheets, outdated Word templates, or complicated CPQ tools that never quite match how the business really sells. Prices drift, margins get squeezed, and quotes take too long so deals stall.

That’s exactly why Quote.ly exists.

In this post, Quote.ly founder Devin Henderson walks you through how to build a quote in Quote.ly and shows what a modern, Salesforce-native quoting experience looks like for IT resellers, MSPs, and services companies.

Watch: Devin Builds a Quote in Quote.ly

Video Tutorial: How to Build a Quote in Quote.ly

In the video, Devin opens Quote.ly from within Salesforce, builds a real-world quote the way your team actually works, and shows how everything stays connected—products, pricing, accounts, and opportunities.

Instead of clicking through a traditional CPQ maze, you see a quoting workflow that feels intuitive, fast, and tuned for IT sales.

What You’ll See in the Tutorial

Rather than a dry step-by-step list, here’s what the experience looks like from a sales rep’s point of view.

Quoting Where Your Team Already Works

Quote.ly runs directly inside Salesforce.

Devin opens an opportunity and launches Quote.ly from there. There are no separate logins or disconnected systems. Customer data, contacts, and deal context are already in place, so the quote starts with accurate information from the CRM you trust.

For teams that live in Salesforce all day, this eliminates copy/paste and manual data entry, and reduces the risk of quoting the wrong account or contact.

A Product Catalog That Matches IT Sales

Instead of digging through old proposals or shared folders, products come straight from a centralized catalog:

• Hardware: laptops, servers, networking gear

• Software: licenses, subscriptions, renewals

• Services: managed services, implementation, support, maintenance

Quote.ly is built with IT resellers and service providers in mind. Your catalog can reflect how you actually sell: bundles, recurring services, one-time projects, and vendor-specific SKUs. That turns Quote.ly into a true quoting system, not just a nicer-looking document.

Clean, Controlled Pricing Without Spreadsheet Chaos

In the tutorial, Devin adjusts quantities, pricing, and discounts the way a real rep would:

• Updating quantities for each line item

• Applying standard or partner-specific pricing

• Using discounts in a controlled, visible way

Many teams search for “quoting software” or “sales quoting software” because they want more control without more complexity. Quote.ly hits that balance: it supports margin awareness, approvals, and consistency without the heavy setup and admin burden of traditional CPQ.

The impact: quotes that match your business rules and target margins, without forcing reps to fight the system.

Why IT Resellers Choose Quote.ly Over Traditional CPQ

If you’ve ever implemented or evaluated a heavy CPQ platform, you know the trade-offs:

• Powerful, but complex

• Flexible, but expensive

• Customizable, but slow to change

Most IT resellers and growing services companies don’t need that weight. They need reliable, flexible quoting software that fits how they sell today and can grow with them.

Quote.ly gives you:

• A Salesforce-native quoting experience your reps will actually use

• An up-to-date catalog and workflow tuned for IT hardware, software, and services

• Faster, cleaner quotes that support regional differences and approval rules

• A clearer path from quote to cash, with visibility across your pipeline

Want a Personalized Walkthrough?

If you’d like to see how Quote.ly would work for your specific:

• Product catalog (vendors, bundles, services)

• Regions and tax rules

• Sales team structure and approval flow

Book a demo with Quote.ly and we’ll walk through it live, using real scenarios from your business.