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Works with Claude, ChatGPT and Grok

Build and send
professional quotes
in seconds

SalesPath is most useful when it is connected to your AI assistant. Connect Claude, ChatGPT or Grok, then ask it to find quotes, draft quotes, and add clients and products.

Connect your AI assistant
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The SalesPath web app showing a quote with its client, line items and total
The SalesPath mobile home screen with sales totals
  • Product catalog
  • Line items
  • Quote templates
  • PDF quotes
  • Won / lost tracking
  • Invoices
  • Purchase orders
  • Commission reports
  • Revenue insights
  • Team leaderboards
  • iOS and Android
  • Web app

See it work

Ask your assistant for a quote

Type one sentence in Claude, ChatGPT or Grok. SalesPath finds the products, prices them at the markup you ask for and saves a draft quote. One tap opens it in SalesPath.

Connect your assistant →

Built for how you sell

From the first line item to the signed deal, everything you need lives in one app.

Quoting

Quote faster

Pick from your catalog, add line items and reuse templates, with a quote assistant to lend a hand.

The SalesPath mobile app listing the line items of a quote with a subtotal

Proposals

Send quotes that look professional

Turn a quote into a clean PDF with your company details and send it to your client in a few taps.

A SalesPath quote summary with the total, a Create PDF button and cards for line items, client and addresses

Pipeline

Track every deal from open to won

See every quote by status, mark it sent, won or lost, and turn won quotes into invoices.

Open, Won and Lost quote tabs above a list of open quotes with their amounts

Insights

Know your numbers

Insights show which clients, products and vendors bring in the most revenue, so you know where to spend your time.

The SalesPath Insights report ranking top won clients by revenue

Mobile

Sell from anywhere

Use SalesPath on the web, iOS and Android. Your clients, products and quotes are the same everywhere.

The SalesPath mobile app listing open quotes with their amounts

From request to quote in three steps

Step 1

Add your catalog

Import or add your clients and products once, then reuse them on every quote.

Step 2

Build the quote

Pick line items, set quantities and prices, and watch the totals update as you go.

Step 3

Send and track

Send a clean PDF, mark the quote won or lost, and turn wins into invoices.

Your client data stays private

Client data is encrypted in transit and at rest, and access is scoped to your organization.

The same data everywhere

Start a quote on your phone and finish it at your desk. Web, iOS and Android stay in sync.

Ready for your team

Roles, shared catalogs, leaderboards and team reports for sales managers.

SalesPath for teams →

Use SalesPath with Claude, ChatGPT or Grok

Connect Claude, ChatGPT or Grok to SalesPath, then ask it to find quotes, draft quotes, and add clients and products.

Connect your assistant

Send your next quote faster

Try SalesPath free and see how quick quoting can be.

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Quoting for salespeople, on the web, iOS and Android.

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