How the Platform Works
1. Upload File
Upload your existing Excel pricing sheet.
2. AI Analysis
AI extracts your structure and standard formulas.
3. Admin Review
Test scenarios and approve extracted logic.
4. Go Live
Your custom quoting platform is ready to use.
Everything you need for automated quoting
InstaQuote converts complex business logic into a reliable calculation engine without requiring a single line of code.
No-Code Logic Engine
Our AI maps out simple lookups, IF statements, and SUM logic from your Excel files.
Instant On-Site Quotes
Sales reps can generate accurate quotes and output PDF contracts instantly at the client's location.
Pricing Versioning
Every pricing change creates a new version. Existing quotes remain tied to their original version.
Control centrally. Sell anywhere.
Empower your entire team. Admins build and manage pricing engines in the web dashboard, while field agents generate instant quotes and close deals on the go.
Web Admin Panel
Extract formulas via AI, set approval workflows, and monitor global confidence scores from your browser.
React Native Field App
Full offline support for field agents. Calculate complex quotes, gather e-signatures, and send PDF contracts instantly.
AI as a Copilot, Not a Replacement
At InstaQuote, reliability is paramount. We use a Confidence-Based Activation model. High-confidence extractions are automated, but complex logic automatically falls back to a comprehensive Admin Review.
Pricing that scales with your sales team
Turn your complex Excel pricing models into scalable web and mobile apps. No hidden fees. Cancel anytime.
Starter
Perfect for small teams transitioning from manual Excel quoting.
What's included
Professional
For growing sales teams needing field access and AI power.
What's included
Enterprise
Custom deployment, maximum security, and full white-labeling.
What's included
Frequently Asked Questions
Got questions? We've got answers. If you need more help, our support team is ready.
Can I upgrade or downgrade at any time?
Yes, you can change your plan at any time. Prorated charges or credits will be applied automatically to your account.
Do I need to pay extra for the mobile app?
The React Native offline mobile app is included in the Professional and Enterprise plans at no additional cost.
How does the AI formula extraction work?
Our AI engine analyzes your uploaded Excel files, understands the dependencies, and automatically generates the web-based pricing logic.
Is my pricing data secure?
Absolutely. We use enterprise-grade encryption and tenant isolation to ensure your proprietary pricing models remain 100% private.