Quotejam Reviews & Product Details

Quotejam is a quotation platform purpose-built for businesses that sell physical products — equipment suppliers, wholesalers, distributors, and manufacturers. Unlike generic proposal or invoicing tools, Quotejam understands that B2B product selling requires a real product catalog, not just text line items. What makes Quotejam different: Product Catalog with Full Specifications — Every product carries its own technical specs (capacity, voltage, dimensions, refrigerant type — fully customizable per industry). When you add a product to a quote, only the relevant specs for that product appear on the PDF. Your customer gets a focused spec sheet for exactly what was quoted — not your entire catalog. Product Sets & Bundles — Group products that sell together (e.g., indoor unit + outdoor unit + controller). Quote the bundle in one click with a combined model number and optional bundle pricing. Approval Workflows with Discount Controls — Set discount caps by role. Sales can discount up to 25%, managers up to 30%, anything above requires owner approval. Configurable rules trigger based on discount percentage, quote value, product category, or customer. No more unauthorized discounts slipping through. Customer Portal — Customers view quotes via a secure link, no login required. They can acknowledge receipt and download the PDF. You see exactly when they opened it, downloaded it, and responded. Built for Teams — Role-based access (owner, admin, manager, sales) with visibility controls. Sales sees their own quotes and customers. Managers see their team. Owners see everything. Equipment tags let field engineers reference drawings and plans. Your Pricing Stays Confidential — Your product catalog, cost prices, discount strategies, and customer data are completely private to your organization. Data is encrypted in transit and at rest. No cross-company data sharing, ever. Cost prices are visible only to owners and admins — even your own sales team can't see margins unless you allow it. We will never sell, mine, or use your business data for any purpose other than running your account. Multi-Currency & Project Tracking — Quote in any currency with automatic exchange rate conversion. Organize quotes by project or job site for multi-quote opportunities. CSV/Excel Import — Upload your existing product catalog with specs. Quotejam auto-detects columns and creates categories. Most teams are quoting within 30 minutes of signup. Cloud-based SaaS with a free tier. Pro plans from $19/month per seat. Built on Cloudflare's global infrastructure with data encrypted at rest and in transit.