Integrations
Connect Quote.ly to Your CRM
Quote.ly makes quote automation seamless, whether you run your business on Salesforce or another CRM.
Use our native Salesforce package for a fully embedded experience, or connect through Virtual Dojo to unlock cross-CRM quoting and collaboration.
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Path 1
Native Salesforce Integration
Quote.ly Inside Salesforce
Quote.ly is delivered as a fully managed package that installs directly inside your Salesforce environment.
It runs natively using your existing Salesforce objects, workflows, and security model so your team can create, send, and manage quotes without ever leaving Salesforce.
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What You Get
100% Native Experience
Quote.ly lives inside Salesforce Lightning, meaning no third-party windows or sync delays.
AI-Powered Quote Automation
Instantly convert distributor quotes from PDFs or spreadsheets into an editable quote.
Centralized Deal Visibility
Track quotes, orders, and renewals alongside opportunities and accounts.
Secure by Design
Quote.ly inherits Salesforce’s permissions, audit trail, and compliance standards so no extra configuration is needed.
Purpose-Built for GovCon & VAR Teams
Contract-specific quoting logic to power GovCon proposals - all right in Salesforce.
Path 2
Other CRMs via Virtual Dojo
What You Gain
All Quote.ly Features, All CRMs
Every quoting capability from the Salesforce app is fully available inside Virtual Dojo.
AI Agents for Assistance
Let built-in AI agents help draft quotes, identify pricing gaps, or flag compliance risks before submission.
Unified Platform Experience
Manage quoting, CRM data, and CMMC/NIST compliance monitoring in one environment.
CRM Flexibility
Instantly sync all data and quotes between Virtual Dojo and your CRM of choice.
GovCon Purpose
Virtual Dojo is designed specifically for the workflows, documentation, and compliance needs of federal contractors and resellers.
Expand Beyond Salesforce with Virtual Dojo
For teams that use HubSpot, Microsoft Dynamics 365, or other CRMs, Quote.ly connects through Virtual Dojo — a new GovCon-focused platform built by the same team behind Quote.ly.
Virtual Dojo acts as the bridge between Quote.ly and your CRM, syncing quote data, pricing, and customer records in real time.
Within Virtual Dojo, Quote.ly works exactly as it does inside Salesforce — same quoting engine, same automation — but with access to Dojo’s broader set of tools.
FAQs
Quote.ly runs natively on Salesforce today via a managed package. That’s the best path for teams already operating inside Salesforce.
Yes, through Virtual Dojo. It securely connects Quote.ly with other leading CRMs such as HubSpot and Dynamics 365 while maintaining the same quoting capabilities.
Virtual Dojo is currently in beta. You can join the waitlist and explore its full platform capabilities on the Virtual Dojo site.
