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Quotery AI-powered quoting dashboard showing a quote being created from a client PDF
Quoting & inventory, with AI

A client sends a PDF of what they want. You send a quote in minutes.

AI reads your client's request, matches every line to your catalog, and lands a draft quote ready for your review — all before you finish your coffee.

No credit cardDemo data includedAll features on during trial
Imported quote
from client-purchase-order.pdf
AI matched 2 of 3
SKUDescriptionUOMQtyTotalCPR-045-012Copper elbow 1/2"pcs120$3.42$410.40PMP-220-SInline pump 220Vpcs4$187.50$750.00ACC-900-KAccessory installation kitkit4$42.00$168.00
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Under 60s to first quote
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3 languages
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28 feature areas

Quotery cut our quoting time from hours to minutes. Our sales team can now respond to clients same-day instead of next week.

The AI document import is surprisingly accurate. We dropped PDFs from 3 different suppliers and it matched 90%+ of the lines on its own.

Trilingual support out of the box was the deciding factor. Our team in Brazil, US, and Mexico all use the same platform without a hitch.

From client request to delivered order

Five stages. One platform. No friction.

Capture

Drop a PDF, Excel, or CSV. AI pulls out every line and matches products to your catalog in under a minute.

Quote

Polish, price, and send. Drag-and-drop editor with branded PDFs, gapless numbering, and AI-drafted follow-ups.

Close

Client accepts with a typed signature. Stock reserves on the spot. One-click portal — no account needed.

Deliver

Pick, pack, ship, and return. Drivers confirm with photos. QR-coded PDFs with aisle locations for the warehouse.

Know

Ask your business anything. AI daily briefs, plain-language Q&A, and 5 dashboards covering pipeline, aging, and conversion.

Everything you need to run your sales desk

Six capabilities that change how distributors quote and deliver.

AI Document Import

Drop client PDFs, Excel, or CSV files. AI pulls out every line, matches to your catalog across 4 code columns, and lands a draft quote in under 60 seconds.

Quote Editor

Drag-and-drop sections, keyboard shortcuts, per-line notes, and instant branded PDFs. Type a round total and the discount back-solves to the cent.

One-Click Client Portal

Clients review quotes in a branded portal and accept with a typed e-signature. No account, no password, no friction.

Delivery & Mobile App

Auto-generated delivery notes on close. Drivers confirm with photos from their phone. QR-coded picking sheets with aisle locations.

Returns & Stock Receipts

Returns linked to original deliveries. Stock receipts with consigned flag. Every movement is recorded in the ledger.

AI Analytics & Dashboards

Ask your business anything in plain language. 5 dashboards, 13 report modes, daily AI briefs. Trilingual by default.

Used by distributors across the Americas

Quotery cut our quoting time from hours to minutes. Our sales team can now respond to clients same-day instead of next week. The AI import alone saved us two full-time roles.

Plans that grow with you

Start free. Upgrade when you're ready. No surprises.

Free Trial
Free/14 days

Full access. No credit card. Everything turned on.

  • Unlimited quotes & imports
  • Full AI suite — import, follow-ups, analytics
  • Trilingual — EN, PT, ES
Starter
$150/mo

For small teams ready to move beyond the trial with core features.

  • Everything in Free Trial
  • Payment monitor & standard finance reports
  • AI-powered quote import & catalog matching
Most Popular
Growth
$650/mo

For growing teams that need multi-user workflows and deeper reporting.

  • Everything in Free Trial
  • Multi-user with role-based permissions
  • Priority support & onboarding
Enterprise
$1,200/mo

For larger distributors with complex workflows and integration needs.

  • Everything in Growth
  • SSO, API access, custom integrations
  • Dedicated account manager

Frequently asked questions

What you might want to know before starting.

14 days from when you sign up. No credit card. Every feature is turned on — AI import, quote editor, client portal, delivery notes, returns, dashboards, the full AI suite. You get a working workspace pre-loaded with demo data so you can try everything right away.
Nope. The trial is completely free, no payment method needed. You only add billing when you decide to upgrade to a paid plan after your trial ends.
Yes. Cancel your subscription whenever you want, no penalties. Your data stays accessible for 30 days after cancellation so you can export anything you need.
PDF, Excel (.xlsx), and CSV files. You can also paste text straight into the import dialog. The AI pulls out line items, spots sections, and matches products to your catalog across up to 4 code columns before falling back to AI for anything it can't match.
Yes. Quotery is trilingual out of the box — English (US), Portuguese (Brazil), and Spanish (US). The whole platform, including AI features, dashboards, reports, and client-facing portals, works in all three. Language is set per user, so your team can mix languages freely.
All plans include email support with a response within one business day. Growth and Enterprise plans include priority support and onboarding help. We also keep docs and in-app guidance up to date.

Ready to sort out your quoting?

14-day free trial. No credit card. Everything included from day one.

No credit cardDemo data includedAll features on during trial