QUOTER
Menu
Request a demo

Sales intelligence for cart dealers

Every part can make
or break the margin.

Quoter pins the rules, the margins, the stock, and the upsells to the parts themselves — so every quote leaves complete, above the floor, and one tap from sold.

Request a demoSee the live desk ↓

Fig. 01 — anatomy of a quoted build

Placeholder for the line-traced outline of a lifted four-passenger Yamaha golf cart with rear flip seat

Built for the quote desk at custom cart dealers

Coastal Custom CartsThe Cart BarnVillages Drive Co.Lowcountry EVIron Horse Carts

The quote that looked fine wasn't. It was $645 under water.

A gas-only intake on a lithium cart. A light bar quoted without its harness. Three hours of lift labor booked as one. A $500 discount given off a total nobody had costed. None of it looks like a mistake at the counter — all of it comes out of the same margin.

Required parts left off the sheet− $213 / quote
Install labor under-booked− $190 / quote
Discounts given blind to cost− 3–11 pts
Wrong-fit parts caught at install− $645 + the apology
QT-00973 · margin, quoted → sold
● Sent anyway
FLOOR 22%24.1%QUOTED− $85HARNESSNEVER QUOTED− $190LABOR1.0 HR QUOTED · 3.0 RAN− $645WRONG FITGAS PART · LITHIUM CART16.8%AS SOLDBELOW FLOOR
margin scale starts at 14%
Three quiet mistakes, one drawn conclusion — it cleared the counter, it just never cleared the cost sheet.

What Quoter runs

Two layers. One quote desk.

The rulebook keeps every build complete and compatible. The instrument keeps every price above your floor. Reps just sell.

Layer 01 — The rulebook

Build enforcement

Server-owned rules that make the complete, compatible build the only build a rep can quote.

  • Fitment enforcement — catalog filters by cart model, year, and power; gas-only parts never render on lithium builds
  • Required-parts bundling — lift kits bring HD springs, light bars bring harnesses, conditioned on electric vs. gas; rulebook loads from CSV
  • Aspen inventory sync — parts, units, and locations pulled on your schedule; per-location stock and lead times on every card
  • Quoted-pressure counts — see units already promised on open quotes before promising another
  • Attach-rate pairings — parts that sell together surface together; the rear seat on the sheet suggests the cooler that usually rides with it
  • Featured catalog — high-margin movers first, in drag-and-drop order, with promo-safe overrides
  • One-click duplication — repeat deals re-match to live inventory; never the same physical unit twice
Layer 02 — The instrument

Margin visibility

Dealer cost, profit, and the floor — on every line, every deal, every rep screen. Never on the customer document.

  • Line-item profitability — cost, profit dollars, margin percent, and a break-even graph beside every line
  • Two-way margin calculator — target margin → retail, or retail → margin; retail = cost ÷ (1 − margin)
  • Whole-deal meter — cart + accessories + labor in one bar; green ≥ 25%, amber at 20, red below, your floor marked
  • Quote-scoped overrides — deal pricing never mutates the catalog; precedence: quote → provider → template
  • Labor engine — per-location shop rates, per-part default hours, billable or absorbed per line
  • Document pricing modes — itemized or one-number, per quote or per line; cost granularity stays a dealer decision

Live instruments

Don't take a tour. Take the controls.

Three moves, running the production math. Same formulas, same thresholds, same rules.

01 · BuildLive

Flip one switch.

RequiredHD leaf springs$240.00
Labor3.5 hr @ $95$332.50
Added to quote$0.00

Required parts and labor attach themselves. The build can't leave incomplete.

02 · PriceLive

Track margin on
every cart.

20.0%
Retail$13,937.50
Margin · caution20.0%
$0BREAK-EVEN $11,150$21,000

Break-even drawn, floor enforced. One click from every price field.

03 · CloseLive

Tap one yes.

QT-01184 · custom build

$18,112.99

2026 Onward 4P · lift, alloys, springs · prepared by M. Alvarez

✓ Approved—
Prices & costsFrozen — snapshot
Team notifiedPDF attached

Timestamped, frozen, on the report. The deal can't drift after yes.

What ships

Everything the desk runs. Nothing is an add-on.

01

Quote Builder

Three-panel workspace: cart context, fitment-filtered catalog, live deal rail. Required parts and labor attach themselves; totals and margin settle as the rep types.

See it live →
02

Margin Instrument

Cost, profit, and break-even on every line — plus the two-way calculator one click from every price field. Rep-facing only, never printed.

Run the numbers →
03

Inventory Truth

Scheduled Aspen syncs for parts, units, and locations. Per-location stock, lead times, and quoted-pressure counts surface inside the catalog, not in a parts-desk phone call.

Full index →
04

Send & Approve

Secure expiring quote links with view tracking. The customer sees a clean build sheet on their phone and approves in one tap — timestamped, recorded, team notified with PDF.

In practice →
05

Email Delivery

Branded templates with live variables, sent through Amazon SES. Delivery, bounce, and complaint events land back on the quote's timeline — a bounce is a today problem, not a Friday mystery.

Full index →
06

Reporting & Snapshots

Acceptance freezes prices, costs, and labor into immutable snapshots. Margin by rep, category, part, and cart model — describing deals as they actually closed.

Full index →
Full capability index — standard on every plan22 modules
IX-01Fitment rulesServer-owned compatibility by model, year, power
IX-02Required partsDependencies auto-attach, gas/EV conditional, CSV import
IX-03Aspen syncParts, units, locations on your schedule and timezone
IX-04Stock & lead timesPer-location counts and quoted-pressure visibility
IX-05Featured catalogCurated movers, drag-order, promo-safe overrides
IX-06Quote duplicationRe-matches live inventory, never double-books a unit
IX-07Line profitabilityCost, profit, margin, break-even graph per line
IX-08Margin calculatorTarget margin → retail, retail → margin, apply in place
IX-09Price overridesQuote-scoped; catalog and provider data never mutate
IX-10Labor engineLocation rates, default hours, billable per line, promote defaults
IX-11Document modesItemized or one-number, per quote or per line
IX-12Margin floor meterWhole-deal bar with your floor marked; green / amber / red
IX-13Quote linksExpiring, revocable, regenerable; views and first-view timestamps
IX-14One-tap approvalMobile customer page; timestamped, snapshot-locked
IX-15Team notificationsLocation-routed recipients, approval PDF attached
IX-16Email + trackingSES delivery with bounce/complaint events on the timeline
IX-17PDF build sheetsPrint-clean, dealer-branded, on demand
IX-18Accepted snapshotsImmutable pricing record; reports read frozen truth
IX-19Pipeline workspaceTable or board, side tray with timeline, notes, link stats
IX-20Margin reportingBy rep, category, part, cart model; what-if price modeling
IX-21Multi-location & rolesLocation rates and routing; owner / admin / rep / viewer
IX-22Attach-rate pairingsParts that sell together surface as upsells at quote time

Client work

What it looks like on the floor.

Real quote-desk problems, closed by rule instead of memory.

Two-store dealer — Clermont, FLRequired-parts bundling

The lift kits stopped traveling alone.

Lift kits were reaching install day without springs, hardware, or honest labor hours — cheap lines that turned into $200+ giveaways at the rack. The dependency rulebook now attaches springs and 3.0 hours the moment the kit hits the sheet, conditioned on electric vs. gas. The rep doesn't have to remember; the sheet does.

Attached gross recovered+$213 / quote
Single-store dealer — The Villages, FLSend & approve

The yes stopped waiting for the weekend.

Quotes went out as PDF attachments and came back as voicemail tag — three-day approval cycles on customers who had decided in the showroom. Quote links with view tracking now go out before the customer leaves; approval is one tap, the team is notified with the PDF attached, and the snapshot freezes the deal at yes.

Quote → approval, median3.2 hours
"My best rep carried the whole rulebook in his head — fitment, springs, labor, the floor. Quoter put that rulebook on every screen in the building. Now my newest rep quotes like my best one."
Dealer principalTwo stores · 11 reps · Central Florida

Get started

Tell us how you quote.

Bring one real deal from your floor. We'll rebuild it on the desk — fitment, labor, margin, link, approval — and show you what it was leaking.

  • Your catalog and your labor rates, not canned demo data
  • The margin instrument on one of your actual builds
  • Aspen sync scoped to your locations
  • Follow-up within one business day

Request a demo

We'll follow up within one business day.