We built Quote.ly to make quoting simple, fast, and flexible for resellers—and we’ve just taken a massive leap forward.

Starting May, we’re officially launching our next-generation quoting engine, and it changes everything. With complete customization at the core, our new quote editor can now handle use cases that Salesforce CPQ just wasn’t built for—and frankly, Quote.ly wasn’t either… until now.

The Problem with “One-Size-Fits-All” Quoting

When we first launched Quote.ly, it was designed with a streamlined quoting experience in mind. But as we onboarded more and more customers, we kept hearing the same thing:

Now, I’ve been in this business a long time—and I know that not everyone’s quoting process is as unique as they think it is. But I also realized something important: the need for dynamic, adaptable quoting workflows is real.

So we listened. And we built something better.

Introducing the New Quote Editor

Our new quote editor lets you choose from predefined fields or build your own from scratch. Want to track margin % and cost on one quote type, but only care about revenue on another? Done. Want to mass edit line items with blazing speed? You got it.

Here’s What You Can Do:

• Mass-edit line items lightning fast

• Create custom quote layouts based on record types

• Design different quoting experiences for different teams or divisions

• Add only the fields you want—no clutter, no constraints

For example, your federal sales team might need to manage margins and supplier costs in detail, while your direct sales team just needs to quote a simple product with a flat fee. Each team gets a quote editor tailored to them.

It’s like having multiple quoting solutions in one platform. That’s not an accident—it’s by design.

Always Evolving, Just Like Your Business

This launch is just the beginning.

We’re rolling out new features based on customer feedback regularly. And with our AI engine deeply integrated into the quoting experience, we have a lot more planned on the roadmap (that we’re not quite ready to reveal… yet).