Quote Form Automation
Fully automate quote configuration, pricing, documentation and purchase for custom products and specialized services
All Purpose QFA (apQFA) is a configurable engine for guided quote forms, complex pricing, and the business logic that turns customer requirements into versioned, auditable quotes. Configure products, rules, and documents without developers, then embed the quoting experience on your website or intranet with our simple iFrame.
No-code configuration
Business users define fields, decision logic, pricing rules, and document templates through configuration. Most product and pricing changes require setup, not code deployments.
Guided, dynamic forms
Customers and sales reps answer only the questions that apply. Previous answers control which questions, options, and documents appear next.
Complex, configurable pricing
Support ranges, factors, combinations, preferred pricing models, and timed promotional price tiers — all configured, not coded.
Real-time totals and review flags
Running totals update instantly as users answer questions. Quotes can be flagged for review when responses cross preset thresholds.
Versioned, timestamped records
Every field, calculation, and third-party API value is stored with a timestamp and configuration version, so any historical quote can be reproduced exactly.
PDF output and documents
Generate branded quotes, certificates, contracts, and reports based on quote criteria and entered data, ready to send or archive.
Sales adjustments within guardrails
Sales can adjust line items and totals within configurable thresholds, preserving policy and margin controls while allowing negotiation.
Simple embedding or API
Deploy as a self-contained HTML iFrame on any site, or build your own interface using the JSON API. Use internally or expose directly to customers.
Domain-agnostic design
Built around reusable building blocks — question sets, rule sets, rating formulas, document templates — so the same engine fits insurance, manufacturing, distribution, services, and more.
Rapid deployment
Launch a quoting portal quickly without long development cycles. After initial setup, business teams can iterate products and rules without waiting on engineering.