How does the AI work?

Just type what you need — "build a quote for Acme Corp" or "find a color MFP under $5K" — and QuoteDeck handles the steps for you. No menus to learn, no training manuals.

How do interactive proposals and e-signatures work?

Your customer gets a unique link to view the proposal on any device. They review equipment, lease options, and terms — then sign electronically. You get notified the moment they sign.

Do you support my leasing company?

All major lessors. GreatAmerica, DLL, US Bank, Wells Fargo, and more. Custom rates too.

Can I import my vendor pricing?

Yes. Xerox, Canon, Konica Minolta, Ricoh, Sharp, Kyocera, and more. Upload your dealer pricing and we handle the rest.

How long does setup take?

Setup is fast because we've done this before. We handle vendor catalogs, lease companies, and pricing imports — and train your team one-on-one.

Is QuoteDeck a CRM replacement?

QuoteDeck is purpose-built for the quoting-to-close workflow that CRMs handle poorly. Many dealers use it alongside their CRM, or as their primary sales tool.

Does QuoteDeck track lease expirations?

Yes. Every expiring lease surfaced 90, 60, and 30 days out with color-coded urgency. Auto-assigned to reps.

Get Started

Changelog

What we shipped.

Releases drop every week or two. Subscribe by email to hear about each one.

Apr 29, 2026v1.4Feature

Monthly lease breakdown, FSMA defaults, and Launchpad context-aware suggestions.

Release hero image / GIF

NewPer-unit monthly payment now displayed in the quote with FMV, $1 buyout, and custom lease support.
NewService agreement (FSMA) auto-populates on equipment selection from family defaults.
NewClicking a Launchpad suggestion opens the referenced quote with full context already loaded.
ImprovedSKUs now visible in product and accessory pickers so reps can confirm the right item.
ImprovedNew quotes prefill customer details when launched from a company or contact page.
ImprovedCompany intelligence auto-fill writes the discovered address back to the company record.

Apr 24, 2026v1.3Improvement

Trade Credits & Bonus Goods unified, Lease Rates moved into Admin Tools.

Release hero image / GIF

ImprovedTrade Credits and Bonus Goods consolidated into one section with pill-based add actions.
ImprovedLong product names now truncate cleanly on small viewports across all tables.
ImprovedDelivery tab now shows the actual delivery address instead of generic site labels.
ImprovedSite name replaces Type pills in the locations table for clearer at-a-glance scanning.

Apr 16, 2026v1.2Feature

Manual activity logging lands across companies and contacts.

Release hero image / GIF

NewLog Interaction dialog wired end-to-end for calls, meetings, emails, and notes.
NewPolymorphic activity timeline now spans companies, contacts, and users.
ImprovedCalendar events sync linked entities back to the unified timeline.
FixedActivity ordering when multiple entries share the same minute.

Mar 30, 2026v1.1Feature

Forgot password, lead scoring, and CRM migration tools.

Release hero image / GIF

NewForgot/reset password flow wired end-to-end.
NewLead scoring fields on companies for pipeline prioritization.
NewCRM migration tools for Salesforce and Zoho via CSV and API.

Feb 28, 2026v1.0Launch

QuoteDeck v1 — public launch.

Release hero image / GIF

NewQuick quote creation with multi-unit support and bonus goods tracking.
NewLease math: FMV, $1 buyout, rentals, and renewal leases.
NewLaunchpad AI chat with 32 specialized tools.
NewPipeline kanban with quote → proposal → order stages.
NewInteractive proposals with e-signature capture.
NewMarketing Hub with multi-platform publishing.
NewAccount intelligence with AI-powered company research.
NewMulti-tenant SaaS with role-based permissions and territory scoping.

QuoteDeck

Get Started

Changelog

What we shipped.

Releases drop every week or two. Subscribe by email to hear about each one.

Apr 29, 2026v1.4Feature

Monthly lease breakdown, FSMA defaults, and Launchpad context-aware suggestions.

Release hero image / GIF

NewPer-unit monthly payment now displayed in the quote with FMV, $1 buyout, and custom lease support.
NewService agreement (FSMA) auto-populates on equipment selection from family defaults.
NewClicking a Launchpad suggestion opens the referenced quote with full context already loaded.
ImprovedSKUs now visible in product and accessory pickers so reps can confirm the right item.
ImprovedNew quotes prefill customer details when launched from a company or contact page.
ImprovedCompany intelligence auto-fill writes the discovered address back to the company record.

Apr 24, 2026v1.3Improvement

Trade Credits & Bonus Goods unified, Lease Rates moved into Admin Tools.

Release hero image / GIF

ImprovedTrade Credits and Bonus Goods consolidated into one section with pill-based add actions.
ImprovedLong product names now truncate cleanly on small viewports across all tables.
ImprovedDelivery tab now shows the actual delivery address instead of generic site labels.
ImprovedSite name replaces Type pills in the locations table for clearer at-a-glance scanning.

Apr 16, 2026v1.2Feature

Manual activity logging lands across companies and contacts.

Release hero image / GIF

NewLog Interaction dialog wired end-to-end for calls, meetings, emails, and notes.
NewPolymorphic activity timeline now spans companies, contacts, and users.
ImprovedCalendar events sync linked entities back to the unified timeline.
FixedActivity ordering when multiple entries share the same minute.

Mar 30, 2026v1.1Feature

Forgot password, lead scoring, and CRM migration tools.

Release hero image / GIF

NewForgot/reset password flow wired end-to-end.
NewLead scoring fields on companies for pipeline prioritization.
NewCRM migration tools for Salesforce and Zoho via CSV and API.

Feb 28, 2026v1.0Launch

QuoteDeck v1 — public launch.

Release hero image / GIF

NewQuick quote creation with multi-unit support and bonus goods tracking.
NewLease math: FMV, $1 buyout, rentals, and renewal leases.
NewLaunchpad AI chat with 32 specialized tools.
NewPipeline kanban with quote → proposal → order stages.
NewInteractive proposals with e-signature capture.
NewMarketing Hub with multi-platform publishing.
NewAccount intelligence with AI-powered company research.
NewMulti-tenant SaaS with role-based permissions and territory scoping.