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Manage everything you sell from a single digital source of truth.
Digital Bundles
Access pre-built OEM bundles or combine hardware, services, licensing, and apps to create your own.
Product Catalog
Access a pre-built catalog with over 1 million product SKUs built for Technology Service Providers. Find new items, add your own, and manage everything you sell digitally.
Service Catalog
Access pre-built services or create SKUs for your own services to organize your service offerings digitally.
Product Information Management
Avoid the time-consuming process of researching critical product information and specs using an integrated product information management system (PIM).
Service Information Management
Collect, manage, and enrich services information in one place. Data can include: images, pricing, scope of services, and other critical data.
Multi-Catalog Support
Use the pre-built TechGrid catalog to create your own custom catalog.
Scope of Services
Attach a scope of services to any service SKU in the catalog.
Product Images (Rich Media?)
Pre-populated product images help your team identify items faster and create more polished, customer-ready quotes with less manual work.
Product Specs
Pre-populated product specs help reps compare options quickly and build more accurate quotes without researching every product manually.
Subscription Details
Store key subscription terms in the catalog so reps can quote managed services and recurring SKUs faster and with fewer billing mistakes.
Resource Hours
Store resource types, hours, soft costs, and hourly rates in the catalog so your team can build more accurate service quotes without manual labor calculations.
Favorites
Let users favorite products and services for faster filtering and easier access throughout the CPQ workflow.
Gross Profit Calculations
Store hard costs in the catalog so your team can calculate gross profit automatically as quotes are built.
Net Profit Calculations
Store hard and soft costs in the catalog so your team can calculate net profit more accurately as quotes are built.
Asset Value
Mark items as assets and assign values so lenders can review what qualifies for financing.
Flexible Pricing Models
Assign the right pricing model at the catalog level so products and services are quoted and billed correctly, with support for one-time, recurring, usage-based, recurring + usage-based, and free pricing models.
Usage/Tiered/Fixed Pricing
Support multiple pricing structures at the item level so products and services can be quoted with the right commercial model
One-SKU Bundles
Create unique products and solutions that combines everything into a single SKU.
Performance Metrics
Track historical cost and sell price over time for every item in the catalog
Installation & Config Options
Attach pre-built service bundles to hardware SKUs so reps can easily add the right installation and configuration services during quoting, helping them upsell and include required services with every item.
Dynamic Service Calculations
Use several different schedules to calculate the cost of a service dynamically i.e. percentage of volume and price by geography.
Run a structured sales process that takes every opportunity from discovery to signed agreement.
CPQ Workflow
A modern sales framework to sell different solution types including hardware, licensing, applications, internet, and managed services, from discovery to acceptance.
Bill of Materials Import
Import BOMs from third party tools in several formats.
Copy Quotes
Reuse the exact bill of materials from a previous quote to build new quotes faster and reduce manual work.
Special Pricing
Add special pricing registrations and non-standard pricing.
Price Modifiers
Apply pricing adjustments to catalog items during quoting.
Cost & Margin Tracking
Track item cost, sell price, and margin in real time during quote creation so reps can make informed pricing decisions and protect profit margins.
Multi-Site Quoting
Support multi-site deals by building one quote with separate bills of materials for each service location or building.
Subscription Generation
Create subscription quotes that combine products, services, and software with flexible consumption options for how the customer wants to buy.
Deal Desk
Review pricing, revenue, gross profit, gross margin, and total contract value in one view for each deal.
Proposal & Agreement Templates
Standardize document templates for proposals, SOWs, and agreements to eliminate errors, save time, and stay on brand.
Content Sections
Use static, dynamic, or custom content sections to generate proposals that match the deal and can be swapped during the workflow.
Content Library
Create and manage reusable content sections in one library so reps can build proposals faster and more consistently.
Content Variables
Insert dynamic variables for customer, service provider, and quote information so proposal content updates automatically based on context.
eSignature with DocuSign
Enable your customers to authorize documents with DocuSign.
Advanced Catalog Search
Easily search across the entire catalog to find, add, and modify quotes directly within the CPQ workflow.
Real-Time Pricing & Availability
Access instant pricing and availability from your distributors directly within the quote or in the catalog.
Pricing Layouts
Control how pricing appears to customers using preset layouts and flexible grouping options.
Version Control
Maintain version history for quotes so reps can track revisions and work from the latest version.
Distributor Quote Import
Import distributor quotes directly from partners like TD SYNNEX, Ingram Micro, and Scansource using the quote ID.
Contracts
Build contracts i.e. state, federal agency, or consortium etc. to set standard pricing and costs that can be automatically applied to quotes in the CPQ workflow.
Price books
Build custom price books that include the price and costs for specific customers or groups of customers
Template Brand Styling
Set background and font colors at the template level to keep customer-facing documents visually consistent.
Custom Document Templates
Work with the TechGrid team to build custom document templates that can be accessed in the CPQ workflow.
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Sales History
Access historical cost and sell price so reps can price items more accurately and make faster quoting decisions based on past deal data.
Content Controls
Control who can edit content sections so approved content stays consistent across proposals and agreements.
Currency Translation
Automatically convert financial data from one currency to another. For MSPs and VARs operating in multiple currencies.
Coming Soon
Coming Soon
Add an automation layer built for modern sales efficiency.
Proposal & Agreement Generation
Automatically generate proposals and agreements during the workflow using document templates and content sections based on what’s being sold.
Estimated Sales Tax Calculation
Automatically add estimated sales tax on every quote.
Automated Quote Reminders
Send reminder emails to both reps and customers at key points in the workflow to keep quotes moving forward.
Price Automation
Automate pricing logic based on a standard set of pricing rules, Set price and cost based on volume per OEM
Guided Selling
Use pre-built discovery forms to configure and quote specific solutions accurately and consistently.
Bill of Materials Automation
Use algorithms and discovery inputs to automatically generate an initial bill of materials
Workflow Automation
Create rule-based automations that trigger actions, approvals, and reviews at specific phases and stages across selling and fulfillment workflows.
Approval Workflow
Set approval triggers based on revenue, gross profit, and manufacturer so quotes are routed to the right approvers automatically.
Dynamic Scope of Work Generation
Automatically generate scope of work content based on the services included in the bill of materials.
Custom Guided Selling Workflows
Work with the TechGrid team to create your own guided workflows for specific solutions your business offers.
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Give your customers a modern digital buying experience to track, communicate, and accept quotes
Customer Console
Provide your customers with a modern, unified client portal.
Deal Messaging
Give your customers a shared messaging space inside the deal so communication stays organized and easy to follow.
Live Quote Tracking
Let customers track quote progress with a visual status tracker that makes it easy to see where things stand.
Online Acceptance
Enable customers to review and eSign quotes online from desktop or mobile.
Deal Rooms
Give customers a shared digital workspace that brings together communications, files, tasks, workflows, and real-time status in one place.
Document Management
Store and manage all deal-related documents in one place for easy access and long-term historical recordkeeping.
Quote History
Let customers view past quote activity and progress updates in one place for better visibility over time.
Branded Email Messaging
Send quote-related emails from your company’s email domain to keep customer communications on brand.
Private Label
Remove TechGrid branding from the Customer Console and login screens so customers only see your brand.
Custom Branding
Customize the colors of your Customer Console to match your brand identity.
Make it easy for your entire team to work together on every quote.
Workspaces
Collaborate with team members, customers, and partners on each deal inside a digital workspace.
Activity Feed
View real-time quote activity and workflow progress across the team or within an individual quote.
Messaging
Send and track communications between your team, partners, and customers on each deal.
Docs
Organize your customer's documents in one place.
Real-Time Quote Status
Show your customers the phases of your quote workflow and % complete.
Email Notifications
Receive automated email notifications for critical milestones and tasks that need attention.
Custom Email Messaging
Customize and send emails at key workflow steps, including customer proposal delivery and internal approval requests.
Quote Dashboard
Track and manage all active and previous quotes in one dashboard for you and your team.
Quote Archive
Archive quotes instead of deleting them so your team can keep a historical record without cluttering active work.
Team Member Roles
Assign roles that turn on functionality for engineering, sales, operations, finance, and project management.
Role-Based Access Control
Secure your account with confidence with RBAC based on company type, team member role, and access role.
Task Manager
View predefined workflow tasks, assigned team members, and completion status in one place.
Team Management
Create role-based teams to support different regions, business lines, and customer segments across the quoting workflow.
Connect your critical business apps together through native integrations.
Marketplace
Connect your partners and apps to see real-time pricing, availability, and build all-digital workflows.
CRM
Connect HubSpot, Salesforce and other CRMs to sync revenue, gross profit, and deal stages.
Distributors
Connect to major distributors like TD SYNNEX, Ingram Micro, Pax8, and other leading distributors to digitally sell 1,700+ OEMs and 200+ ISVs
PSA
Connect to ConnectWise, Autotask, and other PSA systems to push quote data into your PSA for fulfillment and service delivery.
ERP
Connect NetSuite, Microsoft Business Central, and other ERPs to push quote data into your ERP for downstream fulfillment.
Custom Integration Support
Get dedicated help from our integrations team to build on our platform
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Commission Tracking
Connect and send data to compensation management software such as QuotaPath to track and manage your teams compensation.
Webhooks
Integrate with nearly any system using advanced webhook triggers in workflow automations.
