Your sales team sends 50 quotes a month. How many expire silently in someone's inbox?

QuoteGuard enforces quote lifecycle — automatic expiry, rep follow-up alerts, and blocked sends on outdated pricing. Built for NetSuite and HubSpot.

The Silent Quote Death Problem

Outdated pricing isn't just embarrassing — it's costing you deals.

73%
of B2B buyers say outdated pricing in a quote has cost them a deal
— CSO Insights, 2024 B2B Sales Report
18
days is the average B2B quote lifespan — but reps rarely follow up before day 30
— Industry Benchmark Report
+23%
more deals recovered per quarter by companies using quote lifecycle management
— Sales Operations Survey

How QuoteGuard Works

From quote creation to expiry — every step automated, every deadline enforced.

📋
NetSuite / HubSpot Quote Created
Rep creates estimate in NetSuite or quote in HubSpot
🔌
QuoteGuard API — Register Quote
Quote ID + creation date sent to QuoteGuard lifecycle engine
🔒
PDF Generated + Watermark Applied
Persistent lifecycle footer embedded in every PDF version
📤
Quote Sent to Client — Your Expiry Window Starts
Choose 30, 45, 60, 90, 120, or 180 days — matched to your sales cycle
🔔
Day 15: Rep Alert — "Follow up on EST-2026-0471"
NetSuite Task created automatically for rep follow-up
⚠️
Day 165: Final Alert — "Quote expiring in 15 days"
Final warning sent to rep with direct link to issue revised quote
🚫
Day [Your Window]: Quote Expires — PDF Blocked, Client Sees "Expired"
30 to 180 days — set it to match your actual sales cycle. Expired quotes are blocked. No old pricing in circulation.
OR
🔄
New Quote Issued — Fresh Lifecycle Clock
Every revision starts a new clock. Old quote is formally superseded — automatically.
🔒

Watermark Applied

Every PDF gets a persistent lifecycle footer — issue date, expiry date, and quote status travel with the document.

⏱️

Clock Starts

Customize expiry windows by deal type — 30 days for quick-turn, 90 for standard, 180 for complex projects. Set it once per quote type. No manual tracking.

🔔

Rep Alerted

NetSuite Task created automatically — 7, 15, or 30 days before expiry (configurable). No reminders to set. No manual follow-up.

Built Native. No Middleware.

QuoteGuard installs directly inside tools your team already uses.

Native NetSuite. No New App.

QuoteGuard installs as a SuiteApp in your NetSuite account. No middleware, no Zapier, no custom integration. Your reps work exactly as they do today.

  • Quote countdown visible directly on the Estimate record
  • Automatic Task creation for rep follow-up
  • Expired quotes blocked from sending
  • All quote lifecycle events logged for sales ops reporting
NetSuite Setup Guide

HubSpot Quotes + QuoteGuard

Connect QuoteGuard to HubSpot in minutes. Every HubSpot quote gets lifecycle enforcement — without changing your CRM workflow.

  • Quote expiry dates synced to HubSpot
  • Workflow triggers for rep follow-up
  • Deal stage automation when quote expires
  • Custom expiry windows per deal type
HubSpot Setup Guide

Sales Ops. At a Glance.

Every quote in your pipeline — tracked, timed, and actionable.

47
Active Quotes
8
Expiring Soon
3
Expired
12
Recovered This Qtr
Quote ID Company Value Days Remaining Status
EST-2026-0471 Acme Corp $24,500 163 days Active
EST-2026-0398 TechStart Inc $8,200 12 days Expiring Soon
EST-2026-0301 GlobalCo $41,000 Expired Blocked
EST-2026-0502 Brightfield LLC $15,750 178 days Active
EST-2026-0444 Vantage Systems $6,300 3 days Expiring Soon

The Real Cost of Doing Nothing

One lost deal pays for QuoteGuard for years.

If your sales team sends 10+ quotes a month, the odds that at least one is sitting in a customer inbox with outdated pricing — being used against you — is close to certain. Every week.

$30K+
Average deal size where stale pricing costs you
$5K/yr
QuoteGuard Starter — 2 reps, annual plan
60%+
Gross margin on your product — nearly pure profit

One prevented lost deal a year. That's the ROI case. Everything else is upside.

$250 Per Seat. No Surprises.

Pay only for the reps who send quotes. Or lock in a flat annual rate for your whole team — same product, simpler invoice.

Per Seat
Flat Annual (same product)
Starter
$500/mo
2 reps included · $250/rep add-on
  • 100 quotes / rep / month
  • NetSuite Integration
  • HubSpot Integration
  • Custom Expiry Windows
  • Rep Follow-Up Tasks
  • Basic Analytics Dashboard
Get Started
Scale
$2,500/mo
10 reps included · unlimited in flat annual
  • Unlimited quotes
  • NetSuite + HubSpot + Salesforce
  • Custom Expiry Windows
  • Rep Follow-Up Tasks
  • Custom Analytics & Reporting
  • Dedicated Customer Success Manager
Get Started

Flat Annual pricing: Lock in $5,000/year for 2 reps, $12,500/year for 5 reps, or $25,000/year for 10 reps — same product, one invoice, no seat counting. Annual commitment required.

Live in 30 Minutes

Five steps from signup to your first protected quote.

  • 1

    Get your QuoteGuard API key

    Enter your work email below to receive your live API key instantly.

  • 2

    Install QuoteGuard SuiteApp in NetSuite

    Download and install from NetSuite's SuiteApp marketplace. One-click deployment.

  • 3

    Add your API key to NetSuite Settings

    Paste your key into the QuoteGuard Settings record in NetSuite. That's it — connected.

  • 4

    Create your first protected quote

    Create an estimate in NetSuite as usual. QuoteGuard intercepts and registers it automatically.

  • 5

    Set your preferred expiry window

    Choose 30, 45, 60, 90, 120, or 180 days — matched to your sales cycle. Override per deal or set a global default.

Enter your work email to get started

We'll send your API key immediately. No sales call, no waiting.

✓ Your API key is ready

Save this key — you won't be able to see it again.

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