Quotes that respect margin. By default.
Drag products and services from your catalog, watch live margin and EBITDA impact, and convert to an opportunity in one click. Corei suggests bundles based on the customer's environment.
| SKU | Description | Qty | Unit | Line | |
|---|---|---|---|---|---|
| HP-EB-G11 | HP EliteBook G11 | $2,140 | $81,320 | ||
| SVC-WGT | White-glove deploy | $285 | $10,830 | ||
| M365-E3 | M365 E3 reassignrecurring | $36 | $1,368 | ||
| WTY-1Y | Warranty +1Y | $148 | $5,624 |
Revenue
$99,142
Gross profit
$35,511
GP %
35.8%
Change quantities, remove lines, or add from the catalog. Margin, GP%, and EBITDA impact recompute live.
Margin guesswork
Quotes go out on gut feel; surprises show up at month-end.
Spreadsheet sprawl
Every AM has their own template — none of them agree.
Stale catalogs
Pricing drifts; quotes go out with last quarter's numbers.
Approval bottlenecks
Discounts wait days for sign-off — deals cool.
Capabilities
Built for the way dispatchers, leads, and admins actually work.
Live catalog
Products, services, and bundles synced from your PSA or distributors.
Margin gauge
Real-time gross margin and EBITDA impact as you add lines.
Corei bundles
AI suggests bundles based on the customer's asset and license footprint.
Approval rules
Auto-routes discount thresholds to the right approver.
One-click → opportunity
Promote to a tracked opportunity with PSA write-back.
Branded PDF
Customer-ready PDF and shareable link from one source.
How it works
A simple loop, run continuously.
Pick the customer
Corei loads contract context, asset list, and price book.
Compose the lines
Drag from catalog or accept Corei's bundle suggestion.
Watch the gauge
Margin, EBITDA, and discount thresholds update live.
Send & convert
PDF to customer, opportunity to pipeline, all atomic.
Margin gauge
Live as you build.
Gross margin
34.2%
Target
30%
+$6,412/mo EBITDA at this mix
- Live catalog sync
- Real-time margin + EBITDA
- Corei bundle suggestions
- Approval routing
- Branded PDF
- One-click → opportunity
Ask Corei.
Corei works inside this module with cited sources and permission checks. You choose whether it advises, pauses for approval, or runs trusted work.
Example
Build a refresh quote for Cobalt's aging Win10 fleet.
Found 38 devices past EOL plus 14 with expiring warranty. Bundle: HP EliteBook G11 × 38, white-glove deployment, M365 reassignment, and 1-year extended warranty. Gross margin 34.2%, EBITDA impact +$6.4k/mo. Draft ready.
See it in your tenant.
Book a 45–60 minute working demo with the Corei team — we'll wire this module to your live data.