TackQuote

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TackQuote is an AI-powered B2B quoting and configure-price-quote platform that automates the quote-to-cash process. It replaces static PDFs with interactive buyer portals, allowing customers to configure products, negotiate terms, and complete e-signatures via native signing or DocuSign. The platform enforces valid configurations with CPQ constraints and supports account-specific price books with volume-tier pricing. Avalara integration handles tax calculations, while accepted quotes generate orders in Shopify and BigCommerce, eliminating manual data entry. Payment processing is supported through Stripe, PayPal, Adyen, and Square, with settlement verification tied to quotes. Shipping tools provide live carrier rates, label purchasing, and tracking via UPS, DHL, EasyPost, and ShipStation. CRM syncs with HubSpot, Zoho, Salesforce, and Pipedrive, while AI win-probability scoring aids sales forecasting. TackQuote integrates with ERP systems, accounting software, and payment processors.