Quotation software: configure, quote and close in one flow
Expivi gives your webshop everything it needs to go from product configuration to signed quote, branded documents, smart forms, design downloads, and automated offer flows.
Trusted by companies worldwide
From first configuration to confirmed quote, fully automated.
You can adopt them one at a time. But when combined, they form a fully automated flow from configuration to confirmed quote, with zero manual steps.
Branded documents
Design and publish your own order confirmations, quotes, and emails, directly from the admin. Your layout, your logo, your content.
- Drag-and-drop block layout
- PDF and email from one design
- No developer required, ever
Inquiry forms
Collect exactly what you need from customers, contact details, specifications, quantities, files, using forms you build yourself, with no code.
- 12 field types including file upload
- Show/hide fields based on answers
- One form, many touchpoints
Design downloads
Let shoppers save a branded PDF of their configured product with one click, before placing an order. Something to review, share, or bring to a meeting.
- Works in 3D and standard views
- Reconfigure link included in PDF
- No account or login needed
Automated requests
The flow that assembles everything else. Customer configures, submits a request, gets a confirmation, and your sales team is notified automatically.
- “Request Offer” button in storefront
- Instant branded confirmation + PDF
- Webhook to your CRM or inbox
HOW THEY CONNECT
Each piece feeds the next
The quote request flow is the orchestrating layer. It uses your inquiry form to collect data, your document design to send the confirmation email, and your product PDF as the attachment.
1
Inquiry form
- Shown when customer requests offer
2
QUOTE FLOW
Orchestrates everything
- Triggers all downstream actions
3
Branded email sent
- Using your document design
4
Product PDF attached
- Generated from their configuration
5
Sales team notified
- Via webhook to CRM, ERP, or iPaaS
What each capability does
01 - Branded documents
Your brand on every confirmation and quote
Design and publish your own order confirmations, quote documents, and email templates using a block-based editor. Drag, arrange, and publish, no code. One design drives both PDF and email output. Preview with real product data before going live.
02 - Inquiry forms
Collect exactly what you need from customers
Build custom forms with 12 field types: text, number, choice, file upload, signature, date, and more. Add smart conditional logic so customers only see relevant questions. Publish once and embed anywhere, quote flows, checkout, or product pages.
03 - Design downloads
Let shoppers take their configuration with them
A download button in the configurator lets shoppers save a branded PDF of their product configuration in one click, before placing an order. Something to review, share for sign-off, or bring to a meeting. Includes a link back to resume and order.
04 - Automated quote requests
From "Request Offer" to your CRM, automatically
The flow that ties everything together. Customer configures, fills your form, submits, and instantly receives a branded confirmation with their product PDF attached. Your sales team gets a webhook notification with all the data they need to respond.
0
Liners of code
to build, publish, or update any part of the flow
4
Capabilities, one platform
each independent, more powerful together
1x
Setup per product
runs automatically for every customer submission
Any
CRM or iPaaS
via webhook, Zapier, Make, HubSpot or Salesforce
Built for B2B and configure-to-order commerce
Webshop owners
Full control over every branded touchpoint, documents, forms, emails, and quote flows, with no developer dependency. Update anything yourself, any time.
Your customers
A smooth, professional experience throughout, branded documents, instant confirmations, and a frictionless path from configuration to quote to order.
Sales teams
A complete, compelling B2B story, self-service, automated, and integrated with the tools they already use. Easy to demo. Faster to close.
See a configurator from a company like yours
Fifteen minutes, one product specialist, your catalogue on the table. Not a generic slide deck.
4.8/5 on G2ISO 27001 certified
No obligation. We won’t add you to a mailing list.
What happens next
- 1A confirmation email lands immediately.
- 2Someone from the team replies within one business day to find a time.
- 3Fifteen minutes with a product specialist, who shows you a live configurator from your industry.
4.8/5 on G2ISO 27001 certified
