You will get Quoting Platform Setup for B2B Companies — Catalog, Pricing, E-Signatures
Project details
I'll set up a professional quoting platform for your business — so your team can create, send, track, and close quotes from one place instead of spreadsheets.
This is a fully hosted cloud platform (not a template or plugin). You get your own branded environment with your product catalog, pricing rules, team accounts, and customer management — live and ready within days.
Works for distributors, manufacturers, wholesalers, service companies, agencies — any B2B team that sends quotes.
WHAT'S INCLUDED IN EVERY TIER:
• Your own branded subdomain (yourcompany.catalystcpq.io)
• Product catalog setup
• Customer database
• Quote builder with line items, discounts, and tax calculation
• Role-based access controls
• SSL encryption and audit logging
• PDF quote generation
INTEGRATIONS:
Native webhooks and a custom API are built in. HubSpot integration is available, with additional CRM and ERP connectors on the roadmap. Need something specific? I take custom integration requests.
AFTER SETUP:
Ongoing managed hosting, support, and platform updates available — details provided during your project.
This is a fully hosted cloud platform (not a template or plugin). You get your own branded environment with your product catalog, pricing rules, team accounts, and customer management — live and ready within days.
Works for distributors, manufacturers, wholesalers, service companies, agencies — any B2B team that sends quotes.
WHAT'S INCLUDED IN EVERY TIER:
• Your own branded subdomain (yourcompany.catalystcpq.io)
• Product catalog setup
• Customer database
• Quote builder with line items, discounts, and tax calculation
• Role-based access controls
• SSL encryption and audit logging
• PDF quote generation
INTEGRATIONS:
Native webhooks and a custom API are built in. HubSpot integration is available, with additional CRM and ERP connectors on the roadmap. Need something specific? I take custom integration requests.
AFTER SETUP:
Ongoing managed hosting, support, and platform updates available — details provided during your project.
Programming Languages
HTML & CSS, Python, TypeScriptWhat's included
| Service Tiers |
Starter
$997
|
Standard
$2,497
|
Advanced
$4,997
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 28 days |
Number of Revisions | 1 | 2 | 3 |
Design Customization | |||
Content Upload | - | - | - |
Responsive Design | |||
Source Code | - | - | - |
Optional add-ons
You can add these on the next page.
Add-ons by request
(+ 10 Days)
+$200
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MS
Matador S.
Apr 11, 2025
Website Testing - New York, New Jersey, Connecticut, Massachusetts, New Hampshire, or Vermont
Chad's remarkable talents and commitment were crucial to the success of our project. Their contributions were highly valued.
About Chad
Product Builder | AI Systems Architect | Agent Orchestration
100%
Job Success
Evesham, United States - 3:34 pm local time
What I've shipped:
• $2M+ recoverable revenue identified through intelligent Enterprise Retail dashboards
• Multi-agent AI orchestration with RAG, hook governance, and 90%+ token reduction
• Configure-price-quote (CPQ) platform from idea to production as a solo builder
• ETL pipelines, n8n workflows, automated executive decks
• Career knowledge pipeline: 435 accomplishments, 20 skills, evidence-backed
I've been on both sides: end user and customer-facing advocate. Every skill claim is backed by something I built. I learned Python, TypeScript, React, and Docker by shipping real products.
Steps for completing your project
After purchasing the project, send requirements so Chad can start the project.
Delivery time starts when Chad receives requirements from you.
Chad works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery Call
We discuss your products, pricing structure, team size, and quoting workflow to determine the right setup.
Platform Setup
I configure your branded environment — import your catalog, set up pricing rules, create user accounts, and apply your branding.