Is TackQuote the same as Tack?

Yes. TackQuote is the current product name for what was previously called Tack. Same platform — AI-powered B2B quoting, buyer portal, e-signature, and commerce/CRM sync — now branded TackQuote at tackquote.com.

How is this different from sending a PDF quote?

Buyers get a live, branded link instead of an attachment. They can review line items, configure optional products, comment, and sign — and you get real-time visibility into when it was opened and by whom.

Do you support multiple people signing off on one quote?

Yes. Every stakeholder on the buying committee gets their own link to the same quote. You can see who viewed, commented, and signed as it happens, with a full audit trail.

What happens to our CRM data once a quote is sent?

Quote events — sent, viewed, negotiated, signed — sync to HubSpot and Salesforce automatically. Deal stages and forecast data stay accurate without anyone copy-pasting.

Does an accepted quote actually create an order?

On Shopify and BigCommerce, yes — an accepted quote converts directly into an order in your commerce platform, so no one has to re-enter line items by hand.

How long does it take to get set up?

Most teams send their first quote within a day. Connect your product catalog, pick a template, and invite your team — CRM and commerce integrations can be added at any time.

Yes. TackQuote is built with SOC 2 controls in mind, row-level tenant isolation, and encrypted data in transit and at rest. Enterprise plans add SSO/SAML for centralized access control.

The modern replacement for B2B Ninja & PDF quoting

A quote that syncs itself into an order

Skip the PDF. Buyers negotiate and sign in a live portal, the signature triggers order creation in your storefront, and every system downstream — ERP, CRM, accounting — updates in the order you define, not a fixed hookup someone else built.

Start for free See how it works

14-day free trial · No credit card required · Cancel anytime

app.tackquote.com/quotes/TK-2026-000147Live

TK-2026-000147 · Draft

Meridian Supply Co. — Enterprise License Q3

Created by Sarah Chen · Expires Jul 15 2026

ProductQty · UnitTotal

Enterprise License50 × $299$14,950

Implementation Services1 × $4,500$4,500

OptionalAnnual Support Bundle1 × $2,400$2,400

J. Morrison · signedA. Patel · signedT. Liu · viewing now

Quote Total: $21,850.00

Connects with the tools your team already uses

Shopify

BigCommerce

HubSpot

Salesforce

NetSuite

Xero

QuickBooks

Stripe

Minutes

From request to quote

AI-assisted, not AI-only

Live

Buyer portal & e-signature

watch it get opened, read, signed

Ordered

Multi-system sync

storefront → TackQuote → ERP → CRM, in that order

Native connectors

commerce, ERP, CRM, accounting

Why TackQuote exists

PDF quoting wasn't built for how deals actually close

The old way

A PDF is a dead end

It gets forwarded to four inboxes, printed, edited in Word, and nobody — including you — knows which version anyone signed off on.

Your CRM only knows what a rep remembers to type

Stage changes lag behind reality by days. By the time forecast rolls up, half the pipeline is already stale.

Signed doesn’t mean shipped

Someone still has to log into Shopify or BigCommerce, hunt down the customer record, and rebuild the order line by line.

The TackQuote way

One link, the whole negotiation

Buyers get a branded portal, not an attachment. They configure options, comment inline, and sign — and you watch it happen live, not after the fact.

Sync that follows your org chart, not a template

Define which system is the source of truth and what propagates where. A quote event can fan out to HubSpot, Salesforce, and your ERP in the order you specify — not a fixed pairwise hookup.

Signature triggers the order, not a to-do

An accepted quote becomes a BigCommerce or Shopify order automatically. Nobody re-keys line items to make a deal real.

Customer Impact & ROI

B2B Quoting software everyone swears by

From tech-savvy IT leaders to reps at war with spreadsheets—see how manufacturers, distributors, and B2B sellers scale revenue with TackQuote.

East Coast Tropicals

90%+ online quote adoption & 40% sales growth

Shifted wholesale buyers from phone and email attachments into live branded portals with automated price books.

“The QuickBooks & ERP integration propels our entire operations—orders flow seamlessly from quote to warehouse.”

Scott Mickulin · Head of Sales & Ops

Hatch Coffee

Saved 4+ hours weekly on invoicing & bad debt

Automated Net-30 credit approvals and integrated payment links during buyer quote checkout.

“TackQuote allows our team to move remarkably fast with zero manual order re-entry.”

Alfonso Tupaz · Founder & CEO

Coterie White

$200,000 saved annually in processing overhead

Eliminated manual order re-keying between sales reps, procurement, and accounting departments.

“We saved over $200k/yr by removing manual order entry and letting buyer signatures trigger ERP orders automatically.”

Christina Wettstein · Co-Founder

Everything you need

The full quote-to-cash stack, not a quoting bolt-on

CPQ, e-signature, tax, and analytics ship in the core platform. Nothing here is a separately-priced add-on you have to unlock.

Explore all features

Quote builder that knows your catalog

Bundle products with real requires/excludes constraint rules, pull volume-tier pricing from a price book, and let Avalara settle the tax math before you hit send.

CPQ bundlesPrice booksAvalara tax

Get every stakeholder to yes at once

Route a quote through the approval workflow it actually needs, then collect signatures from the whole buying committee in one session — native, or via DocuSign.

Approval workflowse-SignatureDocuSign

CRM sync you configure, not fight

HubSpot and Zoho stay fully bidirectional; Salesforce and Pipedrive push updates out the moment a stage changes. No nightly batch jobs, no stale deals.

HubSpotZohoSalesforce

From signed quote to real order, automatically

Acceptance fires the order straight into BigCommerce or Shopify with the line items, discounts, and customer record already attached.

BigCommerceShopifyAuto-order

Pipeline math, not vanity charts

Win-probability scoring and deal-health signals run on your own AI provider key — commissions, rep performance, and forecast all pull from the same event log.

Win-probabilityDeal healthCommissions

Tax exemption handled before it becomes a problem

Exemption certificates validate through Avalara in seconds, and qualifying buyers get zero-tax applied automatically — no manual review queue.

AvalaraExemption certsSOC 2

How it works

Four steps, one system of record

From draft to a synced order, without leaving the portal.

Full walkthrough

Step 01

Start from the catalog, not a blank page

Pull a template or search your live product data, then layer in CPQ bundles, tiered pricing, and optional add-ons.

Constraint rules stop invalid configurations before they ship

Step 02

Ship a link, not an attachment

Every stakeholder gets a personal URL into a branded portal. No login, no app install, no "please forward to procurement."

One link works for the whole buying committee

Step 03

Negotiate where it can be tracked

Buyers adjust quantities, comment inline, and sign — you see it in real time instead of finding out over email three days later.

Multi-party signing in a single session

Step 04

A signature becomes an order

Approval fires the order into your commerce platform automatically and generates the invoice — the deal closes itself.

Zero manual order entry

Start your free trial

Integrations

67+ connectors. One sync engine that actually understands your stack

Pick a source of truth, define the propagation order, and let quote, order, and customer data move through your storefront, ERP, and CRM the way your business actually operates — not a rigid pairwise integration.

View all integrations

Commerce

Shopify

Draft orders, company accounts, and product catalog sync

Commerce

BigCommerce

B2B checkout, customer groups, and order management

CRM

HubSpot

2-way deal sync, contact enrichment, and pipeline automation

CRM

Salesforce

Opportunity management and quote-to-order automation

Accounting

Xero

Invoice creation, payment reconciliation, and tax codes

Accounting

QuickBooks

Estimate sync, customer records, and payment tracking

Notifications

Slack

Real-time deal alerts, approvals, and buyer activity digests

Payments

Stripe

Subscription billing, invoice payments, and card processing

Pricing

Pricing that scales with quotes, not seats you don't need

Start free for 14 days, no credit card. Every plan ships the buyer portal, PDF generation, and e-signature — integrations and sync depth scale from there.

Compare all plans in detail