Find the right products
Match requests to your catalog or connected supplier catalogs, then add custom lines when the job calls for them.
Quoting and orders
Turn a request into a quote while it is still hot.
McQuays prepares the products, pricing, terms, and customer context in one draft. Your team checks the commercial details, approves the quote, and carries the accepted work forward.
Demo data
One quote workspace
Everything needed to make the call.
A useful quote is more than a list of products. McQuays keeps the customer, commercial terms, source request, calculations, notes, and decision history together.
Build the commercial terms
Set quantities, unit prices, currency, payment terms, tax, and quote validity in one working view.
Keep both sides informed
Add clear customer notes while keeping internal instructions and team context separate from the document they receive.
Preserve the source
Keep the original request and an activity trail close to the quote, even after your team has edited the draft.
Review before it goes out
The assistant prepares the work. A person checks the products, pricing, terms, totals, and message before sending.
Carry the work forward
Move an accepted quote into the order workflow without asking the team to rebuild the same information somewhere else.
Request to order
The handoffs stay connected.
The same context follows the job from the first customer request through approval, so each person can see what happened and what comes next.
01
A request comes in
Start from the email, conversation, account, or request your team is already handling. The original source stays attached for reference.
02
The assistant prepares the draft
McQuays organizes the account, products, quantities, pricing fields, terms, and notes into a quote your team can work from.
03
Your person checks the details
Sales, counter, or operations staff review every line and make the commercial decision. Nothing leaves without their approval.
04
The accepted quote becomes work
Keep customer context, quoted items, notes, and the activity record connected as the sale moves into order fulfillment.
AI prepares. People approve.
Faster preparation without giving up control.
McQuays can organize the incoming request and prepare the first draft. Your team remains responsible for fit, availability, pricing, terms, and the final customer commitment.
Draft products, quantities, and quote details from the request.
Surface the account and source context beside the work.
Let a person edit every line before the quote is saved or sent.
Keep an activity record as the draft changes and moves forward.
Built for the people quoting every day
A cleaner process for every commercial decision.
01 / Sales and account teams
Spend the conversation selling, not searching.
Work from the customer record, request history, current pricing, and prior activity instead of opening tabs and chasing internal answers.
02 / Counter and inside sales
Handle the standard and the unusual.
Use catalog products for repeatable work, add a blank line for special charges, and keep customer-facing and internal notes in the right place.
03 / Owners and managers
Keep margin decisions visible.
Give the team a consistent quoting process with clear totals, status, terms, ownership, and an activity trail for later review.
Connected customer context
The quote starts with a customer, not a blank form.
Keep contact details, account history, conversations, prior orders, and open work close to the pricing decision.
Explore customer recordsQuote details
Approval and activity
Follow-up context