Complex offers get built in spreadsheets and checked by hand.
Close faster without giving away the margin.
QTCFolio gets a correct quote to the buyer sooner, keeps discounts inside policy, and ties your forecast to the quotes your team actually sent.
What slows your number down
Deep discounts surface at quarter end instead of when they were offered.
Opportunity amounts drift away from the quotes in front of the customer.
Churn risk shows up after the renewal date has already passed.
Speed and control in the same motion.
Sellers get a guided path to the right quote. You get approvals that reach you with context, and a pipeline that reflects real deals.
Guided quoting
Sellers build complex offers correctly the first time.
- Guided bundles and options
- AI quote assistant and quality reviewer
- Professional quote documents
- One-time and recurring charges together
Discount control with context
Approve with the numbers in front of you.
- Threshold routing to sales manager or VP Sales
- Margin and discount context on every request
- AI approval copilot to summarize the ask
- Decision history for every exception
A buyer experience that closes
Let the customer finish the deal online.
- Secure buyer links
- Buyer-selected options and change requests
- Online acceptance
- Final quote PDF on acceptance
Pipeline and renewal visibility
See what is real and what is at risk.
- Forecast driven by the primary quote
- Executive dashboards
- Renewal risk assistant
- Partner-sourced deals tracked to a partner account manager
Built to win deals and keep them.
- Shorter quote-to-close cycle with fewer rework loops
- Discounts routed by policy, not by who asks loudest
- A forecast that matches the quotes customers are reading
- Renewals flagged before they are at risk
See your hardest deal quoted, approved and accepted.
Walk through a realistic deal from product configuration and pricing to renewal, with every department working from the same commercial record.