One Price. Everything Included.
Quoting that works with your Salesforce org, not the other way around.
Quoting + Doc Gen + eSignature
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Quickly build quotes using our mobile-ready, drag-and-drop builder — designed for any line item object in Salesforce.
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Design dynamic templates that connect seamlessly with your data.
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Create layouts that adapt to the needs of every team and department, big or small.
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Bundle products on the fly to tailor pricing and packaging in real time during the sales process.
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Send documents from any Salesforce object — standard or custom.
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Automate quote and proposal delivery to your customers with SalesReady APIs.
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Clone quotes instantly to save time and maintain consistency across deals.
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Build rich, detailed scopes of work that clearly outline deliverables and set expectations.
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Capture signatures and other form data securely from anywhere, on any device.
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Track documents in real time, right from Salesforce.
Frequently Asked Questions
No. A license gives each user access to create quotes, templates, documents, and report on any SalesReady object with no limitations.
SalesReady has two main user types: Admins and Users. Both require a license.
No. SalesReady leverages our own set of tools and APIs to create the best quoting, document generation, and eSignature experience.
No. You can use each feature separately within Salesforce.
SalesReady is built on Salesforce and Azure, platforms that adhere to industry-leading security standards such as SOC 2, ISO 27001, and GDPR. We leverage their encryption, role-based access controls, and continuous monitoring to keep your data secure and compliant.
We only take on customers we can fully support. Aside from security, providing excellent support is the cornerstone of our business. That’s why we offer free implementation and ongoing support for all customers — including access to our Slack channels and more.