Why it matters for SMBs
For SMBs, legacy quoting tools, disconnected spreadsheets, and manual processes create costly bottlenecks. Reps waste time hunting for pricing, approvals drag on, and deals stall before they ever reach the finish line.
They need speed, agility, and simplicity, not bloated enterprise software. With SAASTEPS, your sales team can move like a startup and sell like a Fortune 500.
Stop Losing Deals to Manual Quoting
Send polished, accurate quotes straight from Salesforce.
Core Advantages of Sales Quote Software: Regain Time, Clarity, and Control
1 | Streamlined Quoting Process
Automate complex product configurations and ensure pricing accuracy without leaving Salesforce.
2 | Accelerated Sales Velocity
Generate professional, error-free quotes in minutes, not days. Speed up approvals and reduce sales cycle friction.
3 | Unified Data for Better Forecasting
Say goodbye to siloed spreadsheets. All quoting activity lives inside Salesforce, giving leadership real-time visibility into pipeline health.
4 | 100% Native to Salesforce
No third-party connectors or syncing nightmares. 100% native architecture means faster onboarding, lower risk, and tighter control over your data.
Scaleup Express Bundle
- Quoting + Subscription Management
- Invoicing Management
- Auto-Billing
- Includes 5 licenses
For SMBs ready to Scale, the Startup Express Bundle gives you everything you need to automate quoting, billing, and payments, 100% native to Salesforce . Designed for growing teams who are serious about automating their revenue operations.
Scaleup QuickStart Services
- Fully Deployable Managed Package
- Single Initial Fee
- Migration Starter Package (optional)
This QuickStart Services is designed for teams who need documented change management, stakeholder alignment, or integration planning. Over 2 – 4 weeks, we’ll configure your Quoting, Billing, Invoicing, Payment, and Auto-Billing + Invoicing all in Salesforce, documenting every step for long-term scalability.
From Spreadsheets to Speed: Quotes in under an hour
How this var replaced manual work with automated quotiing: cutting their quote turnaround from 4 days to under 1 hour.
Industry:
IT Services/Technology
Company size:
Scaleup/SMB
products implemented:
Renewals VIP Bundle (Quoting + Renewals)
Pain Point / Challenge:
This VAR’s quoting process lived in Excel. Each quote required manually entering line items, calculating totals, and assembling proposals from scratch. Sales reps spent hours checking for errors, and formatting PDFs, only to repeat the cycle for the next deal. As the team scaled, so did the inefficiencies. What should’ve been fast became a bottleneck, with quotes taking up to four days to send out, costing them time, trust, and revenue.
Action plan + process:
Rather than jumping into a solution, we asked one question: “How long does it take your team to get a quote out the door?” As soon as they mentioned “four days,” that is all we needed to hear. We reviewed their end-to-end process and identified simple changes that could offer immediate impact. With guided copy-and-paste templates, we showed them how quoting could shift from a chore to a competitive advantage. (Ultimately, streamlining their revenue data for seamless renewals management.)
Solution:
With SAASTEPS Quoting, they now copy-and-paste unstructured data directly in Salesforce, automatically structuring and populating quotes with the right pricing, product bundles, terms, and branding. The new setup introduced:
• Automatic data entry; zero manual work
• Seamless quote creation with pre-built templates
• Instant PDF generation and in-system approvals
Every quote is fast, clean, and fully setup to automate renewals.
Results:
A 96% decrease in quoting and renewals time. What once took four days now takes under an hour. Sales reps are no longer delayed by formatting or double-checking numbers. They’re focused on conversations, not calculations. With SAASTEPS Quoting (and Renewals) in place, the team moves faster, closes sooner, and delivers a polished experience that reflects their brand.
Supercharge Revenue Velocity
Cut quoting time from days to minutes!
Discover more
What We Solve
From quoting to renewals, discover how we identify and eliminate revenue road blocks to get your revenue process running flawlessly.
Why SAASTEPS
Gain full visibility, and align your entire revenue team. One Dashboard in Salesforce to manage your revenue lifecycle efficiently.
Expert Insight (Blog)
Discover SaaS insights about revenue management, growth, and automation. Hear from our Cofounders, revenue lifecycle veterans.
Technology Partners
We've redefined RLM & are seeking other impactful SaaS disrupters and innovators to join us.
Support Services
Optimize your Salesforce investment with comprehensive support to accelerate growth.
Explore Demos
View demos to learn about how your business can automate renewals and revenue lifecycle.
For Startups
Your blueprint to automating + scaling revenue operations. Empowering startups to shift from billing + renewal chaos into investor-ready systems.
For Enterprises
Get the tools and insights to automate quote to renewals. Gain clarity and revenue confidence. Start with a free RevTech Stack Assessment.