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TackQuote
What it is
TackQuote is a B2B quoting and wholesale commerce platform for managing quotes from creation through negotiation, signature, and order conversion. Buyers can use a unique link to inspect line items, comment, request revisions, download a PDF, and sign without creating an account. Quote tools include contract price books, CPQ bundle rules, tiered pricing, optional add-ons, and approval workflows. The platform advertises 83 native connectors across commerce, ERP, CRM, accounting, and other systems, including Shopify, HubSpot, Salesforce, Xero, and QuickBooks; two listed connectors are not yet available. Developers have a REST API and real-time quote lifecycle webhooks with HMAC validation. Security features listed include row-level tenant isolation and MFA on every plan, as well as trusted devices and IP allowlisting. Plans limit quotes, team members, and integrations, and require an upgrade to create more after reaching a limit. A free plan includes 25 quotes per month, one team member, and two integrations, but no API access. Basic costs $29 a month, billed monthly; a 14-day trial is listed.
For and against
For
- Buyers can review and sign quotes without an account.
- Supports contract pricing, bundles, tiers, and add-ons.
- Advertises 83 native connectors across business systems.
- REST API and real-time lifecycle webhooks are available.
- MFA and tenant isolation appear on every plan.
Against
- Two advertised connectors are not yet available.
- Free plan has no API access.
- Quote and team limits vary by plan.
- E-signature is listed as a Pro feature.
The verdict
TackQuote combines buyer-facing quote review with pricing rules, approvals, signatures, and order conversion. Check plan limits and feature availability, especially for API access and e-signature, before choosing a tier.
Who it suits
TackQuote suits small or growing sales teams, agencies, and B2B operations that need quote workflows, buyer review, or system integrations. Its API and webhook options may suit teams connecting quoting to their own applications.
Plans and prices
Free
25 quotes/month · 1 team member · 2 integrations · 1 Flow
Read 15 Oct 2026 · tackquote.com
Basic
50 quotes/month · 3 team members · 3 integrations · buyer portal
Read 15 Oct 2026 · tackquote.com
Starter
300 quotes/month · 10 team members · 5 integrations · read-only HubSpot sync
Read 15 Oct 2026 · tackquote.com
Pro
750 quotes/month · 25 team members · 15 integrations · approvals
Read 15 Oct 2026 · tackquote.com
Agency
2,500 quotes/month · 50 team members · 50 integrations · white-label portal/custom domain
Read 15 Oct 2026 · tackquote.com
Enterprise
unlimited quotes · unlimited team members · unlimited integrations · SSO/SAML/OIDC
Read 15 Oct 2026 · tackquote.com
On the record
- AI
- AI functions include deal signal scoring, margin risk detection and follow-up email drafting, with support for customer supplied OpenAI, Anthropic, Gemini or local-model keys.tackquote.com · read 15 Oct 2026
- AI privacy
- The company page says customers bring their own AI provider key and describes this as using their private model.tackquote.com · read 3 Oct 2026
- Analytics
- Revenue features include quote velocity, win rates, discount metrics, win/loss analysis and CSV or Excel exports.tackquote.com · read 15 Oct 2026
- API
- A public REST API is documented under https://api.tackquote.com/v1/public with quote, buyer, catalog and webhook resources.tackquote.com · read 15 Oct 2026
- API and webhooks
- The developer platform provides a REST API and real-time quote lifecycle webhooks with HMAC signature validation.tackquote.com · read 3 Oct 2026
- API authentication
- Public API calls use tenant API keys sent in X-Api-Key or Bearer form, with plaintext keys shown only once when created.tackquote.com · read 15 Oct 2026
- API limits
- The documented per-minute ceilings are 60 Basic, 120 Starter, 300 Pro and 1,000 Enterprise requests, with HTTP 429 responses when exceeded.tackquote.com · read 15 Oct 2026
- Approvals and signing
- The platform supports approval workflows and multi-party e-signatures, with e-signature listed as a Pro feature in its plan comparison.tackquote.com · read 3 Oct 2026
- Buyer portal
- Buyers use tokenized links to review line items, negotiate, comment, approve and sign without creating an account.tackquote.com · read 15 Oct 2026
- CPQ
- The quote builder supports contract price books, CPQ bundle rules, tiered pricing, and optional add-ons.tackquote.com · read 3 Oct 2026
- CPQ rules
- Its CPQ engine checks bundle and bill of materials constraints, volume tiers and margin floors before quotes are sent.tackquote.com · read 15 Oct 2026
- Deployment
- The maker presents TackQuote as a hosted web service and documents cloud API endpoints; no self-hosting option is described.tackquote.com · read 15 Oct 2026
- Documentation
- The knowledge base includes setup, CPQ, payments, buyer portal, integrations, embed widget, billing, API and webhook guides.tackquote.com · read 15 Oct 2026
- Enterprise identity
- Enterprise security documentation lists SAML 2.0, OIDC, SCIM provisioning, RBAC and immutable audit logs.tackquote.com · read 15 Oct 2026
- Integration caveat
- The integration directory says 2 of its 83 connectors are marked not yet available.tackquote.com · read 3 Oct 2026
- Integrations
- The maker advertises more than 80 connectors covering commerce, ERP, CRM, accounting, payments, shipping and messaging systems.tackquote.com · read 15 Oct 2026
- Intended users
- The pricing page positions TackQuote for small teams, growing sales teams, revenue-focused teams, agencies and consultancies, and complex B2B operations.tackquote.com · read 3 Oct 2026
- Licence
- The reviewed public pages do not state an open-source licence for TackQuote.tackquote.com · read 15 Oct 2026
