Free 6 months of TackQuote — AI-powered B2B quoting (limited to 100 users)

6 months of TackQuote Pro, free — 100 seats, no card. It’s a B2B quoting tool (you build a price quote, buyer opens a link, signs it right there — no PDF ping-pong).

:link: Register: https://tackquote.com/register → then reply in this topic with your workspace name (tackquote.com/your-company) + one line on what you sell. Pro gets switched on manually.

:warning: Don’t post your email in the thread. Workspace name is enough to find the account.

:warning: New accounts only · first come, first served · the $199/mo Pro plan is what you’re getting for free.

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What TackQuote actually does — the PDF→portal swap in plain words

You know the normal way: you make a quote in Excel, export a PDF, email it, they email back “can we do 10% off”, you edit the sheet, re-export, re-send. Three days gone, and nobody knows which PDF is the real one.

TackQuote replaces the PDF with a live link:

├─ :page_facing_up: You build the quote from your product catalog (prices, bundles, discounts already set)
├─ :link: Buyer opens a branded page — your logo, your pricing
├─ :gear: They can configure it themselves (pick options, change quantity) and see the total update
├─ :writing_hand: They negotiate and e-sign in the same window — no DocuSign round-trip
└─ :white_check_mark: Signature triggers the order — it fires into your CRM/store/accounting automatically

The part that matters: the quote is one URL that’s always current. No version confusion, and you can see they opened it.

CPQ = Configure-Price-Quote — software that builds priced quotes from a product list instead of you typing them.

Every Pro feature unlocked — AI scoring, buyer portal, CRM sync, payments, API

:wrench: Building the quote
├─ AI-assisted quote building & scoring (it drafts the quote and rates how likely it closes)
├─ CPQ / product bundles — pre-set combos so you’re not pricing from scratch
├─ PDF generation — you still get a PDF when someone insists on one
└─ Multi-currency quotes

:link: Buyer side
├─ Branded buyer portal — view, configure, negotiate, e-sign
└─ Approvals & deal workflow (big discount needs a manager’s OK before it goes out)

:gear: Plumbing it into what you already run
├─ CRM sync — HubSpot, Salesforce
├─ Commerce checkout — Shopify, BigCommerce, WooCommerce
├─ Payments — Stripe, PayPal, Razorpay incl. UPI (India works out of the box)
├─ Accounting — Xero, QuickBooks
└─ Webhooks + full API access — wire it to anything else yourself

:package: Account
└─ Team seats, analytics, priority support

Webhook = your app gets pinged the second something happens, instead of you checking.
API access = you can drive the whole thing from your own code/scripts.

Who this saves real hours for — 5 situations where quoting is the bottleneck

1. You sell the same 40 products at 12 different prices. Wholesale, distribution, anything where every client has their own rate. Right now that lives in a spreadsheet only you understand. Load the catalog once, every quote pulls the right price automatically.

2. Manufacturing / custom builds. Quote depends on material, quantity, finish, lead time. Buyer changes one option and you re-do the whole sheet. Here they change it themselves and the number moves.

3. Agencies sending proposals. You’re paying separately for a proposal tool + e-sign + invoicing. This is all three plus payment collection in one link.

4. You’re selling into India. Razorpay + UPI is built in, so the buyer signs and pays from the same page — no “send me your bank details” step.

5. Anyone chasing “did they even open it?” The portal shows viewed / negotiating / approved as it happens. You stop guessing when to follow up.

Claim steps + what to check before you burn a seat

:gear: The claim, exactly:

  1. Go to https://tackquote.com/register — first name, work email, password, company name. No card at step 1.
  2. It auto-generates your workspace at tackquote.com/your-company. Pick the name you actually want, it’s your URL and it’s what identifies you here.
  3. It’ll show plan selection — you don’t need to pay. Register and stop there.
  4. Reply in this topic with your workspace name + one line: what you sell / what you’d use it for.
  5. Pro gets switched on manually against that workspace. That’s the whole thing.

:warning: Before you claim:
├─ New accounts only — an existing account won’t convert
├─ :locked: Post the workspace name, never your email or password — public thread, keep it that way
├─ Workspace name has to match exactly or the account can’t be found
├─ 100 seats total. When it’s gone it’s gone
└─ :light_bulb: Use your real work email at signup — this is a business tool, a throwaway inbox means you lose the workspace later

Free trial is 14 days for everyone else, no credit card. So if the 100 run out, you can still test the whole thing before deciding.

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Six months on the $199 plan, no card, 100 seats. Register, reply with your workspace name, done.

A quote nobody can open twice is just an email. A quote with a URL is a deal you can watch close.

1 Like

tackquote.com/chaosinsecond and i will sell digital products and i am totally new to it so i will also explore it

https://tackquote.com/silentsmile
will sell digital products and explore it