Quotes
Quote it. Match their PO.
Send your customer a quote. When their PO comes back, Mountain Goat checks it against the quote automatically and flags any change in price, quantity, revision, or lines.
Send quotes
Build and send a clean quote in minutes
No scattered spreadsheets. Create a quote, send it as a tidy PDF, and keep every revision in one place.
Build and send customer quotes as clean PDFs
Track each quote from draft to sent to accepted
Revise without losing the original (Rev A, B, C…)
Assign a salesperson and reply-to contact
- Customer
- Acme Components
- Salesperson
- J. Rivera
- Revision
- Rev B
- Total
- USD 18,420.00
- Valid through
- Aug 15
- Terms
- Net 30
Match the PO to the quote
Protect your margins from bad POs and missed revisions
When a customer's PO arrives citing your quote, Mountain Goat lines the two up automatically and flags anything that drifted.
Unit price differs from what you quoted
Quantity differs beyond your tolerance
Units of measure don't line up
A quoted line is missing from the PO (or an extra line appears)
The PO cites a quote that can't be found or a different customer
Optional module
Use it with or without quoting
Mountain Goat works with or without the quote module. Start with PO intake, then add quoting when you're ready. Already doing PO intake? The quote module simply adds the match-back step when you turn it on.
Get started
See quoting and PO matching with your own examples
Send a few sample quotes and POs and we'll show the match-back in action.
- No inbox or ERP connection required to start
- Configured for your business
- Your data never trains AI models