Quotia
Industries we empower

Proposal workflows built for teams of every size

Whether you are quoting kitchen remodels, multi-region rollouts, or global transformation projects, Quotia keeps your brand consistent and your deals moving. Explore how eight different businesses streamline their close process with one collaborative workspace.

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Why revenue teams choose Quotia
Keep deals aligned from first draft to signature
Reusable content libraries keep every pitch on-brand, even across global teams.
Interactive pricing converts optional services into predictable revenue.
Real-time insights flag the moment prospects lean in—so you can follow up fast.

Eight business profiles thriving with Quotia

From solo founders to enterprise pursuit teams, each of these organizations closes faster by pairing reusable content with interactive client experiences. See which story looks most like yours.

Small business
Boutique Creative Studios

Send polished proposals that win retainer work without extra headcount.

Keep every brand guideline intact with reusable creative templates.
Give clients interactive pricing to toggle deliverable tiers on their own time.
Get notified the moment a prospect opens or signs your pitch deck.
Small business
Local Home Services & Trades

Turn in-person estimates into digital proposals customers can approve on the spot.

Capture scope, add-ons, and optional warranties without manual recalculations.
Collect signatures and deposits instantly so crews can get scheduled sooner.
Automate follow-ups for homeowners who haven’t viewed their proposal yet.
Scaling team
Marketing & RevOps Agencies

Roll out consistent campaign proposals across every account manager.

Launch shared templates that cover discovery, strategy, and measurement plans.
Keep upsell packages front-and-center with interactive pricing tables.
Pass accepted projects straight to your CRM and project management tools.
Scaling team
IT & Managed Service Providers

Quote complex bundles with confidence and track approvals in one system.

Mix recurring retainers with hardware or onboarding fees in one proposal.
Standardize legal language and approvals while staying audit ready.
Monitor deal velocity with real-time open, view, and acceptance alerts.
Small business
Event & Wedding Planners

Showcase curated experiences with visuals, timelines, and decisive pricing.

Embed mood boards, schedules, and menus alongside editable budgets.
Offer premium add-ons guests can opt into without a phone call.
Secure signatures and deposits fast so vendors can be booked immediately.
Established practice
Professional Services Firms

Deliver audit-ready scopes for accounting, legal, and advisory engagements.

Lock in compliant language, rates, and renewal terms across partners.
Collaborate on revisions with version history and role-based access.
Give clients a branded space to sign, download, or request clarifications.
High-growth
SaaS Sales Teams

Shorten time-to-close with dynamic pricing, approvals, and CRM handoffs.

Surface mutual action plans, ROI stories, and security responses in one link.
Route deal reviews through legal and finance without duplicating work.
Trigger product provisioning the moment contracts are signed.
Enterprise
Enterprise Consulting Groups

Coordinate global teams on proposals that adapt to every stakeholder.

Build libraries of reusable slides, case studies, and pricing models.
Orchestrate approvals with regional reviewers and executive sponsors.
Capture engagement analytics to refine pursuit strategy each quarter.
Built for momentum

Win work faster with collaborative proposal workflows

Quotia unites content, pricing, reviews, and signatures so your team can focus on the relationships behind every proposal. Tap into the same toolkit these eight businesses trust to keep their pipeline healthy.

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What teams experience

Our customers see measurable impact within the first 30 days of rolling out Quotia.

35% faster

Average reduction in time-to-sign once interactive pricing goes live.

2x more upsells

Teams capture incremental revenue with pre-built add-on packages.

Zero blind spots

Real-time engagement alerts keep sellers proactive and confident.

Minutes, not days

Templates turn messy docs into approved proposals in a single sitting.

Ready to join thousands of growing teams?

Create an account in minutes, invite your teammates, and start sending proposals that win more business—whether you are a local shop or a global consultancy.

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