AgileQuote by CloudFirst Labs

Delivering accurate quotes quickly to your customers gives you an advantage over the competition.

AgileComp AppExchange

The adoption of AgileQuote is simple, and the setup is effortless.

Editing quotes directly on the quote record page allows your team to spend more time selling and less time navigating.

Modify lines, quantities, prices, bundles, and discounts in-line

Accuracy of Data with the Use of Product Filters, Bundles, and Discount Schedules.

Group, clone or delete items

Increase Productivity with Streamlined Adoption through an effortless setup and the ability to edit a quote on the quote record page.

Configuration screens allow you to quickly modify appearance and behavior

Customized search functionality, Product Grouping, and Drag & Drop Line Reordering.

Setup AgileQuote in 3 Easy Steps

Empower your Salesforce® users to create quotes with efficiency and accuracy.

Unlike other quoting apps, AgileQuote is a pure extension of the Standard Quote objects, allowing for faster product entry, editing, and re-ordering, with minimal clicks on the same screen!

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CloudFirst Labs Application Development for Salesforce

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CloudFirst Labs AgileQuote Productivity

Increase Productivity with Streamlined Adoption

The adoption of AgileQuote is simple, and the setup is effortless. Editing quotes directly on the quote record page allows your team to spend more time selling, and less time navigating. You can also:

  • Modify lines, quantities, prices, bundles, and discounts in-line
  • Group, clone or delete items
  • Drag and drop quote line and groups, to easily reorder
  • Configuration screens allow you to quickly modify appearance and behavior


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AgileQuote Accuracy

Accuracy of Data with the Use of Product Filters, Bundles, and Discount Schedules.

AgileQuote’s product bundles enable additional up-selling opportunities by associating related products and their rules with bundle constraints. Product filters dynamically restrict available products based on specific quote parameters. Pricing issues are not a factor, due to the ability to predefine price breaks and volume pricing with discount schedules.

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AgileQuote Efficiency

Efficiency Achieved

Within the tool’s administrative console, template creation provides a consistent, fluid workflow for quoting. Customized search functionality can be created by using look-up fields and product filters to select compatible configurations, avoid mismatched items, and reduce pricing errors. Product Grouping and line reordering allows for representing items in a logical and meaningful manner.

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Backed by our A-Team

AgileComp was born from 50+ years of combined experience supporting high-velocity sales teams across information technology and financial industries. Through that experience we’ve learned what works and what doesn’t. And those experiences have molded not only AgileComp, but the way our team works every day to deliver improved user experiences and on-demand customer support.

Explore AgileQuote on the AppExchange®

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