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Inventory-connected quoting

Quote what is actually on the lot.

Start every golf cart quote with the exact unit, current availability, real cost, and location already attached.

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Live inputs

HubSpotCRM
PipedriveCRM
ASPENDMS
LightspeedDMS
DX1DMS

Quoter Inventory workspace

Quoter / InventorySelect inventory Live inventory
CartUnitLocationStatusPrice
Yamaha Drive2 EVYD2-240184Main showroomAvailable$8,500
Club Car TempoCC-190442North lotAvailable$9,150
EZGO RXV EliteEZ-882104Main showroomHeld$10,200
Yamaha Drive2 EV selectedAdd to quote

Quote outputs

LeadAttached
QuoteUnder 1 minute
MarginVisible
StockReal time
Connected systems feed the quote in real time.Illustrative product view · Sample data

See it in the deal

Find it, verify it, and carry it into the deal.

The first promise in a deal is the cart itself. Quoter searches live inventory by the details a rep actually knows, carries the right economics forward, and makes committed stock visible before another rep promises the same unit.

Try the inventory flow

Move from available unit to working quote.

Follow the decisions a rep makes when the inventory record is already connected to the deal.

STEP 01 / 03 Live quote

Search the sellable inventory.

Filter by model, unit, location, or status without leaving the quote workflow.

Context switches
0
Deal data
  • SearchDrive2 EV
  • LocationAll locations
  • Matching sellable units2
Build progress
1 of 3
STEP 02 / 03 Live quote

Review the exact cart before promising it.

Keep the unit identity, availability, starting price, and cost attached to the selection.

Unit records retyped
0
Deal data
  • Selected unitYD2-240184
  • AvailabilityAvailable
  • Starting retail$8,500
Build progress
2 of 3
STEP 03 / 03 Live quote

Carry the cart directly into the build.

Start accessories and pricing with the chosen unit still anchoring every next decision.

Starting point
One live record
Deal data
  • Working quoteQT-00149
  • Cart statusReserved
  • Inventory sourceLive record
Build progress
3 of 3

Built from a live dealer workflow

LIVEAvailability follows the quote

A quote should change what the next rep sees.

Dealers described the same costly gap: inventory looks available even after a rep has committed it to a customer. Quoter keeps the unit and selected parts tied to the active quote so the team can see what is truly sellable.

  • Search by serial number, model, year, location, or description.
  • See reserved stock across active quotes before promising it twice.
  • Bring unit age and carrying pressure into the selling decision.

Inventory workflow ROI

Estimate the value of less inventory hunting.

Model the annual time value of beginning each quote with the right cart details already in the workflow.

Estimated annual time value$4,800quotes × minutes saved per quote ÷ 60 × hourly team value

Built into the deal

Make live inventory the operating system for the quote.

Start from an available unit

Search the inventory your team can sell and select the exact cart for the quote.

Carry the numbers forward

Bring the unit price and cost into the deal instead of retyping them from another screen.

Keep the build connected

Let the selected cart guide the accessories, pricing, and margin decisions that follow.

How it works

One connected path from stock to customer.

  1. 1

    Find the cart

    Search available units by model, serial number, location, or status.

  2. 2

    Review the deal

    Confirm the unit details, selling price, cost, and recent sales context.

  3. 3

    Start the build

    Add the cart to a quote and continue with accessories and pricing in one flow.

Quoter

Build the deal with the answers in view.

See how Quoter connects the cart, the build, the margin, and the customer decision.

Get a demoSee the complete sales workflow →