Keelson
B2B quoting software
From spreadsheet pricing to a governed quote workflow.
A custom quoting platform for complex product pricing, approval routes, and accurate quote documents.
The challenge
Complex product quotes need exact unit conversions, customer-specific pricing rules, and a clear decision path when a proposed price falls below an approved threshold. Spreadsheet and email handoffs make those decisions harder to trace.
Our approach
We built a quoting workspace for sales teams and approvers. It keeps the entered price intact, checks each line against versioned pricing rules, and records the decision behind an issued quote.
Inside the work
Multi-item quoting
A focused workspace for products, quantities, units, and quote history.
Approval routing
Below-threshold prices move to the right reviewer with the reason visible.
Document integrity
Issued quote documents preserve the agreed figures and decision trail.